# Leave Credit Report
Company-wide ledger of posted leave allowance credits by accrual period. Audit monthly accrual, joining/termination prorata, Absent / LOP adjustments, and suggested vs posted variance — in Detail or Employee Total view.
Overview
Go to HRMS → Reports → Leave Credit Report.
What it shows. All posted leave allowance credits for the selected accrual month or custom month range, with source breakdown KPIs. Use More to switch between Detail (one row per credit) and Employee Total (one row per employee with summed days).
When to use it. After bulk credit or Add Credit, to verify joining / Absent–LOP prorata, or to check who was credited for a quarter without opening each Leave Allowance.
Filters
Header layout matches other HR reports (e.g. Monthly Attendance): period controls and employee on the left; Generate / Excel / Print on the right.
| **Control** | **Description** |
|-------------|-----------------|
| Period type | Month or Custom. |
| Month | Single accrual month (when Period type = Month). Maps to `fromMonth` = `toMonth`. |
| Custom date range | Start and end dates (when Period type = Custom). Accrual months are taken from the start and end months of the range (e.g. 01 Apr–15 Jun → Apr–Jun credits). |
| Employee | Limit to one employee. |
| Advanced Filter | Opens the filter modal (see below). Shows clear when a filter is active. |
| More | View mode: Detail or Employee Total. Changing view reloads data if a report was already generated. |
Advanced Filter
| **Field** | **Description** |
|-----------|-----------------|
| Department | Limit to employees in a department. |
| Credit Source | All sources, or Monthly Accrual / Joining Prorata / Termination Prorata / LOP Adjustment / Correction / Manual Adjustment / Migration. |
| Posted On | Optional from / to / on date. Restricts by when the credit was posted (`creditDate`), not which accrual month it covers. |
Views
- Detail — one row per credit (month split-up). Use to audit source, suggested days, and variance per posting.
- Employee Total — one row per employee with totals for the selected accrual period. Use for a quarter/year summary without month split-up.
Columns
Detail view
| **Column** | **Description** |
|------------|-----------------|
| Code / Employee / Department | Employee identity. |
| Accrual | Accrual month of the credit (e.g. Apr 2026). |
| Posted On | Date the credit was posted. |
| Period From / To | Date range that this credit covers (usually that month). Not the custom filter range. |
| Days (Hr) | Posted credit days and hours. |
| Source | Credit source (e.g. Monthly Accrual, LOP Adjustment). |
| Suggested | System suggested days at post time. |
| Variance | Posted − suggested (non-zero = override). |
| Notes | Credit notes. |
Employee Total view
| **Column** | **Description** |
|------------|-----------------|
| Code / Employee / Department | Employee identity. |
| Accrual Period | From–To accrual months covered by the filter. |
| Credits | Number of credit rows in the period. |
| Total Days (Hr) | Sum of posted days/hours. |
| Total Suggested | Sum of system suggested days. |
| Variance | Total posted − total suggested. |
KPI strip — Credit rows (or employees), total days, Monthly Accrual count, Joining Prorata count, LOP/Other count, overrides / employees with variance.
Accrual period vs Period From/To
- Month / Custom — which accrual months’ credits appear in the report.
- Period From / To (Detail rows) — dates covered by that single credit line.
If you select Custom Jan–Mar, you get multiple rows per employee in Detail view (one per credited month). Each row’s Period From/To is that month only (e.g. 01/03–31/03), not Jan 1–Mar 31. Use Employee Total for one summed row per employee.
Actions
- Generate — run the report for the current filters and view.
- Export Excel — export the active view.
- Print — print the active view (title includes period and view mode).
FAQ
What does LOP Adjustment mean on a credit?
Suggested credit was reduced for Absent and/or unpaid leave days in that period (same logic as Add Credit → Refetch). See Leave Allowance.
Why is Variance non-zero?
Posted days differ from the system suggestion at post time (manual override or later policy change). Changing HR leave-credit settings does not recalculate already posted credits.
Can I filter by when credits were posted?
Yes — Advanced Filter → Posted On. That is independent of the accrual Month / Custom period.
Month vs Custom — what is the difference?
Month = one accrual month. Custom = all credits whose accrual month falls between the start and end months of the date range.