Introduction
In any growing organization, efficiently managing and analyzing employee leave records is essential for ensuring accuracy, compliance, and transparency.
uKnowva HRMS offers a robust feature to filter accrued leave data for all users, helping HR professionals quickly access the specific records they need.
This functionality is particularly useful when handling large datasets as it eliminates the need to search through entries.
With customizable filtering options based on user group, employment status, or date range, this tool simplifies recordkeeping and allows HR managers to make faster, informed decisions.
Whether you need to check data for a specific team or analyze trends within a timeframe, the filter feature in uKnowva makes the process smooth and effective.
Step 1: Access the Accrued Leave Balance Interface
To begin filtering accrued leave records, log in to your uKnowva HRMS instance and go to the HR Manager menu in the left-side navigation panel. From the available options, click on the Leave Balance of All Users sub-menu.
This action will open a new interface where the leave balance data of all users is displayed in list format.
At the top of this page, click on the Accrued Leave Balance button to navigate to the specific section where all accrued leave records are maintained.
Step 2: Use the Filter Option to Refine the View
Once the Accrued Leave Balance page loads, you will notice a funnel icon located at the top-right corner of the screen.
Click this icon to open the filtering options.
A panel will appear with several fields such as Search, User Group, Employment Status, Start Date, and End Date. These fields allow you to narrow down the list of accrued leave entries based on your specific criteria.
Once you’ve entered the desired information, click the Search button. The system will refresh the list to display only the records that match your selected filters.
If you wish to return to the full view of all records after reviewing the filtered results, simply click the Reset button.
Conclusion
That’s it!
You’ve now successfully filtered accrued leave records in uKnowva HRMS.
By following this process, you ensure that only the most relevant data is presented for your review, which saves time and improves accuracy in managing employee leave.
This system streamlines the process of locating specific entries, making it easier to track, analyze, and report on leave accruals across the organization.
If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..