Using Entitlements as a data source in Reports, you can easily generate reports to monitor how many days off a person is entitled to per category. A typical scenario might involve checking the status of:
Vacations
Sick Leave
Maternity Leave
Example Scenario
Let’s say government laws require 30 days of paid vacation, but your company policy allows for an additional 15 days of unpaid vacation.
To check the status of each teammate’s entitlement, you can generate a report that shows this information clearly. To do so:
Navigate to the Reports tab and open the + Report dropdown.
Select From scratch.
Type in "Entitlements" and select this data source.
This will generate a new report using Entitlements as a data source, which you can further modify using fields and filters, and then save to keep it handy.
Key Points
Duration vs. Usage:
The start and expiration dates in the report refer to the duration of the entitlement but do not indicate when the days will be used.Bookings Report:
If you want to know when someone will be taking their time off, you can create a separate report using Bookings as the data source. For example, setting the date filter to "this month" and the booking type to "time off" will generate a report showing who is scheduled to be away this month.
Tip: Automate this process with a Pulse—for instance, you could set up a report to be sent out every Monday, informing your team of who will be unavailable during the upcoming week.