1 . Queries Required:

Name: "Annual Leave Feed Entitlement"

Selected Fields and Filters:

"Employee Id": No Filter
"First Name": No Filter
"Last Name": No Filter
"Annual Leave Start Date": This Year (alternatively you can filter in line with a specific holiday year, specifically if you have employees on different holiday years).
"Annual Leave End Date":
"Allowance (Days)": No Filter

Name: "Annual Leave Feed"

"Employee Id": No Filter
"First Name": No Filter
 "Last Name": No Filter
 "Holiday Start Date": This Year (alternatively you can filter in line with a specific holiday year, specifically if you have employees on different holiday years as in the above query).
 "Holiday End Date": No Filter
 "Holiday Duration (Days)": No Filter

2. Create an API key from within Settings with access to "QueryBuilder"

3. Set the cut off date which you would like the tool to 

4. Reports Location- Select the folder where you wish the below reports to be saved to:

  • Entitlement Sheet.csv - parses the "Annual Leave Feed Entitlement" query records and sums the "Allowance (Days)" in order to obtain the UX "Total Entitlement" field
  • Taken Sheet.csv - parses the "Annual Leave Feed" query and accumulates the "Holiday Duration (Days)" if holiday end date is before the Cut-Off date. The total is displayed in "Total Taken".

Link to the latest version:

https://peoplehr.sharefile.com/d-sfd02a5d19ea44a69

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