Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Resource managers, studio managers, HR
Dashboard Explained
Current leave balance, accrued and taken hours by staff member and leave type. Leave Balances gives HR and resource managers a single view of each staff member's leave position across all leave types.
How to use it
Use Leave Balances to check individual or team leave positions before approving leave requests or planning resourcing around upcoming leave. Sort by Balance to identify staff with large accrued balances who may need to be encouraged to take leave, and use Leave Type to isolate a specific balance (e.g. Annual Leave vs Personal/Carer's Leave).
Understanding your data
Key Fields | How it's Calculated |
Leave | Balance | Current leave balance for the staff member and leave type |
Leave | Accrued This Year | Leave accrued year-to-date |
Leave | Taken This Year | Leave taken year-to-date |
Leave | Accrued Less Taken This Year | Accrued This Year minus Taken This Year |
Leave | Prorated Annual Allowance | Prorated annual leave allowance for the staff member |
Leave | Avg Balance | Average leave balance, broken out by the selected Slice By dimension |
Visuals
Leave Hours by Leave Type (clustered column: Accrued This Year, Balance, Taken This Year)
Leave Avg Balance by Slice (bar)
Staff table: Office/Slice/Staff Name × Leave Type, with Balance, Accrued This Year, Taken This Year, Accrued Less Taken This Year, and Prorated Annual Allowance
Filters
Office: filter by office
Team: filter by team
Reports To: filter by the director/lead staff report to
Leave Type: filter to a specific leave type
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Active: Yes includes only active staff; No includes only inactive staff
Casual: Yes includes only casual staff; No excludes casual staff, showing permanent staff only. Casual status is derived from the staff member having no staff calendar entries
Chargeable: Yes includes only chargeable staff; No excludes chargeable staff, showing non-chargeable staff only. Chargeable status is derived from the staff member having a utilisation target set