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How to download a report on employee requests

The Employee Request Report shows your employees' requests (approved, declined and pending) and when they were created. You can generate for leave, loans, salary advances, documents, exits and more, then download it as a PDF or Excel file.

 

Steps:
  1. Log in as an admin.
  2. Click Reports on the left menu, then click Employee Reports.
  3. Click Employee Requests.

Complete the report form

  1. Under "What would you like this report to contain?" the report always includes Employee name, request details, and Status. Under Choose optional fields to display, tick any extra columns you want: Employee number, Department, Location and Created date.


  2. Under Date range (required), choose Annually, Monthly, Quarterly or Custom date range, then select the period, such as the year.
  3. Under Employees (required), choose All employees or Specific employees.
  4. To narrow the employees further, use the filter below it. You can filter by Departments, Job Titles, Work Place, Gender, Paygrades or Paybands. 
  5. Under Request type (required), choose the type of request, such as Leave, Loan, Salary Advance, Document, Exit, Redeployment or Suspension.
  6. Under Policy, choose a specific policy if you want to narrow the report to one. If you don't select a filter, the report includes all policies.
  7. For leave requests, choose how to filter them: By request date or By creation date.
  8. Click Run Report.
Download the report

Your report opens on the Employee Request Preview page. To keep a copy, click PDF or XLSX at the top right.

On the preview, you can click Show / hide columns to choose which columns appear and Freeze columns to keep a column in view as you scroll.

Tips
  • Use Custom date range if you need a period that isn't a month, quarter or year.
  • Tick Created date if you want to see when each request was submitted.