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Holiday Balances Report

How to pull the Holiday Balances report?

Sean McTiernan avatar
Written by Sean McTiernan
Updated over 2 years ago

In this article, you will learn:

  • How to export Holiday Balances Report

  • What information is contained within Holiday Balances Report

How to export Holiday Balances Report

  1. Sign into bizimply.com

  2. Click into 'Reports' tab from navigation bar

  3. Go to Employee Reports > Holiday Balances

  4. Choose Date Range, Locations, Employees

  5. Select Type 'Accrued hours' or 'Standard Allowance of Annual Days'

  6. Select format 'PDF' or 'CSV'

  7. Click the blue 'Export' button

  8. The report will be sent to the inbox of the email address you are signed into Bizimply with

What information is contained within Holiday Balances Report

Please note: All employees are included in this report including those with holiday allowance of 0.

Accrued Hours

  • Employee name

  • Employee number

  • Location (location of shift)

  • Standard Hours in a Working Day

  • Approved Hours to Date

  • Hourly Rate (will state Salary for employees paid salary)

  • Accrual Method

  • Accrual %

  • Allowance

  • Adjustments

  • Total Hours Owed

  • Total Hours Taken

  • Balance to Date

  • Total Hours Booked

  • Balance Available

Sample Holiday Balances Report - Accrued Hours in CSV format

Standard Allowance of Annual Days

  • Employee name

  • Employee number

  • Location (location of shift)

  • Days Allowance

  • Days Taken

  • Days Owed

  • Adjustments

  • Total Days Owed

  • Upcoming Approved Days

  • Balance in Days

Sample Holiday Balances Report - Standard Allowance of Annual Days in CSV format

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