Holiday Balance Search
The Holiday Balance Search enables Line Managers to report on and analyse holiday plan accrual calculations for their team.
This article explains how to use Holiday Balance Search and includes the following sections:
To add the Holiday Balance search from the People searches:
- Click on the Searches tab in the Right Hand Menu.
- Click on the Manage button on the Searches tab of the right-hand sidebar.
- Search and select the 'Holiday Balance' search.
- Click Apply.
The Reference Date, that determines which accrual year the calculation fields use, is available at the top of the Search screen.
- The Reference Date defaults to Today or you can choose a specific date.
There are two types of available calculation fields on the Holiday Balance search:
Accrual Total Fields - these 6 fields pull through calculated values for an entire accrual year, and therefore always give an overall picture of an employee's entitlement. The accrual year is determined by the year the search's Reference Date falls in. This include:
- Accrued Entitlement
- Carry Over
- Adjustments
- Total Entitlement
- Total Taken
- Total Remaining
At Reference Date Fields - these 5 fields pull through calculated point-in-time values, for an accrual year, based on the search's Reference Date. They can be used, for example, to determine if an employee’s booked holiday has been taken or is still planned, at a specific date. This includes:
- Adjustment (at Ref. Date)
- Total Entitlement (at Ref. Date)
- Taken (at Ref. Date)
- Remaining (at Ref. Date)
- Planned (at Ref. Date)
Watch the video below to see how to use the Holiday Balance Search:
- Use the Criteria section to:
- Choosing whether you want to search for all or any of the criteria specified.
- Setting up multiple criteria to restrict your search.
- Editing operators to change the way the search is run. For example, setting up Contains or Does Not Contain in text criteria or setting up Is Today or In the Last 30 days in date criteria.
- Use the Column section to adjust the columns that are displayed in your search results by moving them into Selected Columns.
- Click Search.
- (Optional) You can save your search so your specified Criteria and Columns can be accessed easily again from the Right-Hand Menu.
- The Auto-Run option will automatically load your results when you click on your Saved Search.
The following example shows how the Holiday Balance search calculation fields may work. However, depending on each employee's Holiday Plan configuration their results may be calculated slightly differently.
