Run Vacation Bank Balances Report

Learn how to perform this action in the HRMS.

Steps

This knowledge article will show you how to run vacation bank balances reports.

1. Sign into HRMS using your single sign-on ID and password.

2. Click ‘My Client Groups’. 

3. Click ‘Reports and Analytics’. 

4. Click ‘Browse Catalog’ in the top-right corner.

5. In the folders window, on the left side, navigate to the following folder > /Shared Folders/Custom Clean/HR Reports/Compensation.

6. Select RPT057 – Vacation_Bank_Balance_Dashboard. Click ‘Open’.

7. In the following screen, Dashboard, select User Person Type, enter date (MM/DD/YYYY), and click ‘Apply’

8. Sort on any data.

9. Scroll to the bottom, select ‘Export’, and select Excel 2007+.

10. Excel Spreadsheet will open with all data and can be filtered .