Who it's for: Administrators and users with the relevant reporting permissions

Platform: Sense HR

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into Sense HR

☑️ Been assigned administrator permissions (or relevant reporting permissions for your access role)

Overview

A Holiday Entitlement report gives administrators a complete view of how leave and working time are managed across the organisation. With fields such as FTE, holiday groups, effective dates, and entitlements, it’s easier to confirm entitlements are applied correctly, track changes, and ensure consistency across employees and groups. Having this data in one report also supports auditing, compliance, and workforce planning.

This guide shows administrators how to use the Profile Information report builder to create a report focused on holiday entitlement.

Navigation path

Dashboard > Reports > Profile information

Steps to create a holiday entitlement report

Navigate to Profile Information reports

Open Reports from the left-hand navigation menu.
Select Profile information.
Click Create.

Choose fields for a holiday entitlement report

Scroll down to Planner configuration
Select the following fields:
• FTE
• Public holiday group
• Public holiday group effective date
• Entitlement include public holidays?
• Auto book public holidays?
• Holiday year, and
• Holiday year effective date

View and refine results

Click Next to load your results.
(Optional) Use Manage fields to refine your report by adding fields or removing fields
(Optional) Use filters to further refine your report

Save your report

Click Report details
Enter a Report name, (optional) Report description, and (optional) AMI prompt for analysis.
Close the Report details dialog
You can either:
• Click Save changes and then click Back to save as a draft
• Click Save changes and then click Publish to finalise the report
Changes to Report details and filters are not saved until you click Save changes