Skip to main content

Report on the opening floating entitlement in Insight

You can report on the floating entitlement each employee received at the opening of a balance period.

Written by James Pardy

This is the holiday an employee gets in a year before any adjustment for starting part way through the year. The Person Master (Time) report may not show it, so use the balance history view instead.


Use the balance history view

The field you need is in the Person Balance History (Time) view. It shows the amount of floating entitlement received at the opening balance for each person.

  1. Open Insight and create a new report.

  2. Add the Person Balance History (Time) view.

  3. Opening floating in Person Balance history (Time)

  4. Run the report.


Why the value can look different

The floating entitlement field in the Person Balances (Time) view shows the allowance on the balance, which can be a different value. For example, it can show 18.84 when the opening floating entitlement is 25.

📌Note: The balance history view can return slightly more people than the balance view, because it includes historical balances.


​

Did this answer your question?