Can't create remaining vacation days report with new Personio

Hi ​@johanna.simon,

The classic builder is actually still available in the new Personio. When you create a new report, you’ll find the option at the bottom left:

Was that what you meant? :-) 

Hi, Thanks for the reply!

I do not have this button on my Create report from scratch page :( I have Admin rights so I don’t think this is due to my profile. 

Hi - I wonder if I can jump on this thread to add a related question?

One of our managers has built and saved an excellent list of her direct and indirect reports, showing all the key info she needs at a glance (job title, salary, annual review date etc). She’s was really pleased with this functionality, until se realised she can’t see a way to show remaining holiday allowance as a single column. She can see full entitlement, and days taken, but then has to manually calculate the difference between the two, which is obviously less efficient!

Do you know of a way to show remaining holiday entitlement as a single column in the Employee list view…?

Hi ​@HRJoy, there should be an option to show the balance at the end of the period. Is she using reports for this or simply the people list?

Just the people list - it feels like some thing that should be doable in that section, rather than needing to run a report each time.

I just checked and you’re right. In the People List it’s not available but in the reports you can add “Paid Vacation – Balance at end of timeframe (days)”. I reckon if it’s possible there, it should also be possible in the People List. Maybe worth a feedback and idea to them? 😊

Good to know I’m not missing something obvious - I’ll set up a report in the short term, but this definitely feels like key info that would be ideal to see in the People list… Will provide some feedback 👍

​@HRHappiness - just for reference!

Hi, I am experiencing the same issue. I can not find ‘Paid Vacation – Balance at end of timeframe (days)’ as a column option in the report. Neither the total holiday entitlement. please advise how to find the data.

Hi ​@Kasey Shen,

I think this depends a bit on which report you’re using. I’ve experienced it before that some attributes are available for some reports and for some not. Unfortunately I don’t know the criteria's for those but I would recommend to just play around with different reports or create one from scratch with the report builder. :-)

Thanks for your reply. can you please advise which report should I use for overview of employee’s holiday taken and remaining holidays? By the way, I see that the paid vacation balance column is available in the people list. and a excel report can be generated from there.

Hi ​@Kasey Shen,

I created my own report for this as the ones available didn’t have all the details I needed. In the people list only the current balance is shown whereas in the reports, I could add other attributes like taken, planned and balance at the end of the period. :-)

I created my own report as well because of the same reason as you said, However, I can not see paid vacation balance as an column option. Currently the only way I can do is check from people list….

hmm, I do have the current balance available in the reports: