How to Access and Configure Holiday & Absence Reports in StaffCircle

This article explains how to access, filter, export and configure employee leave and absence reports in StaffCircle.

Summary

• Where to find leave and absence reports.
• How to run the Holiday Usage and Holiday & Absence Requests reports and apply filters (including monthly reporting).
• How to change holiday/absence report settings and enable Time Off In Lieu (TOIL).

Where to find absence and holiday reports

• Holiday and Absence reports: Go to the Holiday and Absence tab in the sidebar, then choose Insights > Reports.
• Holiday Usage report: Located in Holidays & Absence (under Insights > Reports).
• Holiday and Absence Requests report: Found under Holiday and Absence > Insights > Reports.
• Other related reports (for context): Review Summary and People Without Reviews are under Objectives and Reviews > REPORTS tab (in MANAGE mode) or via the new menu: hover over Objectives and Reviews in the sidebar and navigate to Insights > Reports. The Top Award by Competency report is under Communications > Insights > Reports.

Running the Holiday Usage report (including monthly views)

1. Navigate to the Holidays & Absence section.
2. Open the Holiday Usage report (Insights > Reports).
3. Apply filters to scope the report:
   • Person
   • Role
   • Manager
   • Start Date (use this to limit the report to a specific month)
   • Other available criteria as needed
4. Review the report results. The Holiday Usage report provides:
   • Holiday Allowance
   • Holidays Taken
   • Holidays Remaining
   • Specific dates on which holidays were taken (when the report is filtered appropriately)
5. Export or further customise the report as required.

Using the Holiday and Absence Requests report

• Access via Holiday and Absence > Insights > Reports.
• This report pulls a list of individual absence submissions and can be filtered, exported and customised.

Changing holiday/absence configurations and settings

1. Go to the Holidays & Absence section.
2. Navigate to Configuration > Settings.
3. Adjust settings relevant to your organisation’s holiday and absence policies.
4. Enable or toggle features such as Time Off In Lieu (TOIL) within Settings if needed.

Filtering, exporting and customisation

• Reports across the platform support filtering, exporting and customisation. Use the available filters (Person, Role, Manager, Start Date, etc.) to narrow the data before exporting.

Troubleshooting tips

• To get a monthly view, set the Start Date filter to the month you want to review.
• If you need details about exact holiday dates, use the Holiday Usage report with the appropriate filters applied.
• If you cannot find Reports in the sidebar, check Objectives and Reviews in MANAGE mode, or hover over Objectives and Reviews in the new menu and go to Insights > Reports for reviews-related reporting.

Conclusion Use the Holidays & Absence section’s Insights > Reports to access Holiday Usage and Holiday and Absence Requests reports. Apply filters (Person, Role, Manager, Start Date, etc.) to produce monthly views, include exact holiday dates, and obtain totals for allowance, taken and remaining. Configure report behaviour and enable features like TOIL from Holidays & Absence > Configuration > Settings.