Filtering accrued leave records enables HR and team leaders to quickly access specific data, such as leave balances by employment status, user group, or start/end date. 

This functionality is important for efficient leave management, resolving discrepancies, and ensuring accurate record-keeping. It simplifies the process of tracking and analyzing leave patterns, supporting better decision-making and operational efficiency.

The filtering feature in the Accrued Leave Balance module allows you to locate specific records quickly. Click on the funnel icon (filters) at the top of the interface to open the filtering options.

Several fields will open like Search, User Group, Employment Status, Start Date, and End Date. 

These fields enable you to refine the displayed leave records based on your chosen criteria. For example, you can filter leave data by a specific user group or employment status, or view records within a particular date range.

After entering the required criteria, click the Search button to apply the filters. The list will update automatically, displaying only the relevant leave records that match your search criteria. If you wish to clear all filters and return to the full list of leave records, click the Reset button. This action restores the original view.

That’s it!

You’ve learned to successfully filter or search for accrued leave balance data in your uKnowva HRMS instance. 

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