This SQL included in the following instructions, will help to create a data export with the following fields.
First Name
Surname
Holiday Year
Holiday Rule
Holiday Year Start
Holiday Year End
YTD Holiday Entitlement
YTD Holiday Booked
YTD Holiday Taken
YTD Holiday Remaining
Create the export
To run this export, follow the steps below.
In the Admin Tool, click Import/Export Data.
Click Create an export definition.
Click Select the data to export.
Click the Database drop-down box, and click SelectHR.
Log in with your SQL Credentials.
Click on the SQL Tab.
Copy and paste the entirety of the following SQL into the SQL tab.
Select Person.Snapshot.[Person Number], Person.Snapshot.[First Name], Person.Snapshot.Surname, Person.Snapshot.[Effective Status], Absence.[Holiday History with Organisation].Year, Absence.[Holiday History with Organisation].[Holiday Rule], Absence.[Holiday History with Organisation].[Holiday Year Start], Absence.[Holiday History with Organisation].[Holiday Year End], Absence.[Holiday History with Organisation].[YTD Holiday Entitlement], Absence.[Holiday History with Organisation].[YTD Holiday Booked], Absence.[Holiday History with Organisation].[YTD Holiday Taken], Absence.[Holiday History with Organisation].[YTD Holiday Remaining] From Person.Snapshot Inner Join Absence.[Holiday History with Organisation] On Person.Snapshot.[Person Number] = Absence.[Holiday History with Organisation].[Person Number] Where Person.Snapshot.[Effective Status] = 'current' And Absence.[Holiday History with Organisation].Year = 2025
Click on the Query tab, and change the criteria on the Year field to the Holiday Year you need to see data for.
Click on the Data tab to view the results of the export.
If you are happy with the data, click on the small golden key on the top left of the export, and select Person Number from the drop down list.
Click OK.
🤓 Tip: The change the holiday year you are viewing statistics for, change the year entered in the criteria section of the export tool.