Get time off details for a past employee

As part of an employee's offboarding process, admins need to get employee’s time off details for all of the policies they were enrolled in, including how many days they used, how many they have left, and how many days they were entitled to.

Once the employee is terminated in Rise, Time Off reports can be used to get this information:

How many days has the employee used? 

We have reports that will help you determine how many days your employee has used. Before you run any report, we recommend considering the dates you want to review, usually, companies track by calendar year or by fiscal year. 

1. Go to Time Off > Manager Time Off > Reports > Usage report.

In the Report Builder section, select the policies the employee was enrolled in. You can also select the departments and teams the employee belonged to, but those fields are optional. 

2. Adjust the usage dates to match your desired range 

3. Make sure you include inactive employees

4. Click Create Report or Export to CVS 

Having the usage might be enough, but in case you need more context on the employee’s balances, you can use other Time Off reports. Here’s how: 

How many days did the employee receive at the beginning of the year? 

Policy Accruals report can help answer this question. This report will tell you how many days/hours the employee received and when. 

This report can be found both in Time Off or in the new Reporting. We recommend using the new reporting as it will let you find the information faster. 

1. Go to Reports > Time Off reports > Policy accruals 

2. Adjust the employee status filter to terminated  

3. Filter by employee name 

How many days/hours did the employee have available? 

To review the days the employee had left in their balance you can use the Balance report. 

1. Go to Time Off >Manage Time Off > Reports >Balance Report. 

In the Report Builder section, select the policies the employee was enrolled in. You can also select the departments and teams the employee belonged to, but those fields are optional.  

2. Select a date for when you want to review the balance. 

We recommend using the current date or the terminated date. Keep in mind that if the employee is already terminated, all future time off requests will be closed; therefore, the balance will not include any time off they requested but did not use. 

3. Check the inactive employees box and include unenrolled employees 

4. Click Create report or Export to CSV

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