Who it's for: Administrators
Platform: Web app
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into the Sense Workplace web app
☑️ Been assigned administrator permissions
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?
• Holiday year, and
• Holiday year effective date
View and refine results
Click Next to load your results.
(Optional) Refine your report by adding fields, removing fields, or applying filters.
Save your report
When you’re report is ready, click Next.
Enter a Report name, (optional) Report description, and an AMI prompt for analysis.
You can either:
• Click Save as draft to save without finalising,
• Click Save to finalise the report
🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.
Use your report
After saving, you can:
Export the report as a CSV
Create charts to visualise the data
Analyse with AMI for insights (Elite and Enterprise only)