Why does the ‘Time Off Balance’ report show data from the previous policy?
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When Time Off Balance report is run with As of Date pointing at one particular date, the Time Off Taken column shows the number of days taken only from the last policy of that Time off type in the users profile (and not according to any fiscal year or beginning of new year). If a user has a two or more policies, the report shows the time off taken days only for the new policy and not from the old policy.
A user has taken 5 days Vacation Time off between 1st of January and 30th of March. According to his user profile, the Vacation Time Off policy switches to a new policy on 1st of April. From then onwards, the user takes another 2 days of Vacation Time off till 30th of April.
When the Time Off Balance report is run with As of Date being 30th of March, it will show 5 days. But when the same report is run with As of Date being 30th April, the Time Off Taken column will only show 2 as it is not considering the time offs taken during the old policy.
Note: To get a clear picture of how many days have been take under a particular time off type, use the Time off History Report.