Admin – Insight Page (Time Off Section)

Summary

In this article

•  Before you begin
• Step 1: Navigate to the "Time Off" Section
• Step 2: Use Filters for Time Off Data
• Step 3:  Download Reports
• Step 4:View Insight Sections and Their Explanations
• Frequently Asked Questions (FAQ)

Before you begin

Step 1: Navigate to the "Time Off" Section

1. Navigate to the Company Money page in Paycycle.

Step 2: Select Pay Schedule

1. Log in to your Plumm account.
2. Go to the Insight Page from the dashboard.
3. Locate the "Time Off" section on the page.
4. On the right-hand side of the Time Off section, there is a three-dot icon.
   • Click on it and select the "View" option to open the Time Off Overview page.

Step 3: Use Filters for Time Off Data

1. At the top of the Time Off Overview page, you will see several time filters to customize the data view:
   • Last Month
   • Last 3 Months
   • Last 6 Months
   • Last 9 Months
   • Last 12 Months
   • Custom Range: Allows you to set a specific date range to analyze.
2. Select the desired time filter to adjust the data view to the time period that best suits your analysis.

Step 4: Download Reports

1. On the top-right of the Time Off Overview page, there is a Download button.
2. Click the Download button to export the data in PDF format, which can then be used for reporting, documentation, or sharing with stakeholders.

Step 5: View Insight Sections and Their Explanations

The Time Off Section contains several valuable insight widgets to track leave usage:

1. Total Time Taken By Policy:
   • This section displays the total leave time taken by employees, categorized by leave policy types (e.g., Sick Leave, Casual Leave, Paid Leave, etc.).
   • This helps identify which types of leaves are used most frequently across the organization.
2. Total Time Taken By Departments:
   • This shows the total number of leave days taken, grouped by department (e.g., HR, Tech, Marketing).
   • It gives an overview of how each department utilizes time off, allowing you to monitor departmental leave trends.
3. Total Time Taken By Policy - Hours:
   • Similar to the Total Time Taken By Policy section, but the data is presented in hours instead of full days.
   • This is useful for tracking part-day leaves or hourly leave policies, providing more detailed leave insights.
4. Total Time Taken By Departments - Hours:
   • Similar to Total Time Taken By Departments, but the leave data is displayed in hours rather than days.
   • This provides a more granular view of leave usage by department, useful for departments that track partial day leaves.

Frequently Asked Questions (FAQ)

1. Can I import payroll data for multiple employees at once?

2 .How do the filters work in the Time Off section?

The filters allow you to view data based on specific time ranges such as Last Month, Last 3 Months, or a Custom Range that you can set yourself, helping you analyze leave trends over different periods.

3.What is the difference between "Total Time Taken By Policy" and "Total Time Taken By Policy - Hours"?

• Total Time Taken By Policy displays leave data in days, while
• Total Time Taken By Policy - Hours displays leave data in hours. The latter is useful for tracking part-day or hourly leave policies.