Planned Leaves helps you prepare for any necessary changes to shift schedules of your employees.
This KB article includes information on the following:
- How to access
- Refresh schedule
- Tiles in the report
- How to download
How to Access
Sprout Insight can only be accessed by users with Sprout HR. Just click on the Company tab and on the Insight button.
The users who are eligible to have Sprout Insight are only those with the following settings in their Sprout HR Access Level:
Direct & Line Reports
Users who have an Access Level setup other than those listed above cannot be given access to Sprout Insight.
This can be requested by sending a CRF to firstname.lastname@example.org with your Sprout HR username and your preferred Insight dashboard (Full-Access or Limited-Access).
🛈 There are two sets of Insight dashboards to choose from:
Full-Access or Limited-Access.
Full-Access will contain all reports available, while the Limited-Access will exclude reports that have critical payroll information.
However, for this report, only users with Full-Access dashboard type are granted access.
Only users with Viewing Level of All can have access to this report.
Planned Leaves is updated everyday at 7:00 AM
The following filters can be used to modify the records reflected in Planned Leaves:
- Date filter - User is able to select per day and can select up to 100 days at a time.
- By Company
- By Department
- By Supervisor
- By Leave Type - All leave types set in your Sprout HR Leave Policy are displayed here.
Users may select multiple entries in the filter dropdown by holding on CTRL button. Clicking on entries in the filter dropdown will automatically update the records in the dashboard.
The entries that will appear in the filters will only be those with active employees.
Selecting entries in a Filter will modify the available entries for the rest of the filters. For example, you select Production in the Department filter; then the entries in the rest of the filters will only reflect those in the Production department.
Tiles in the dashboard
Planned Leaves is composed of different tiles to make the information more accessible to the user. Listed below are the information included in each tile:
- Employee List
- Extended Part-Time
- Contractual/Project Base
- On PIP
- Only employees with active Employment Statuses are considered here:
- All active employees are listed here, even if without any approved leave.
How to Download
Users can extract the records in Planned Leaves into a Excel file or CSV with these easy steps.
Hover over a tile in the report and click on the More Options button.
Select Export data.
Choose whether you want to extract an Excel or a CSV file and click on the Export button.