---
title: 'Employee reports'
summary: 'A manual balance adjustment: an HR-initiated transaction that adds or removes hours or days from an employee balance. For cases the automatic system cannot cover.'
section: features
tags:
  - crud
  - tempus
  - reporting
  - hr
updated: '2026-09-03'
---

> An **employee report** in Tempus is a **manual balance adjustment**: an HR-initiated transaction that adds or removes hours or days from an employee's balances, for cases the automatic system (time-points, declarations, decisions) cannot cover.

## Overview

Use an employee report when a balance needs a direct, human-curated change, such as crediting compensatory time-off for a missed holiday or deducting a day after a leave reclassification. The page lets you create adjustments, edit them, and browse history.

## What it does

**Transaction type** sets the direction (Credit adds, Debit subtracts) and **Type** / **Sub type** pick the balance the hours land in, using the same categories as the absence form (a legal holiday credit needs a sub type so it shows in the calendar's rights breakdown).

**Whole year** is shown for Legal holiday only (sick leave and special leave are always booked over dates) and is on by default: the transaction applies to the whole current year (1 Jan – 31 Dec) and you enter the amount yourself. A whole-year **Debit** is a correction of the legal holiday rights, so it must be of type Legal and carry a sub type (Rollover, Custom, …); sick leave and special leave are always booked over a date range. Switch Whole year off to pick a **Date range** instead; the picker offers **This year**, **Last year** and **This month** presets, and leaving the range empty still applies to the whole current year. **Half days** appears only for a Debit with a date range, and calculates 4 hours per working day instead of 8.

**Amount** is in hours, minimum 4. On a Debit with a date range it is calculated from the working days in the range (weekends, public holidays and days already booked are skipped) and you can still override it; with Whole year on, or on a Credit, you enter it by hand. **Note** is free text kept on the row.

The adjustment is immediate with no approval flow: the active contract's balance changes as soon as you save, and the HR user is the approver of record.



## Deleting a row

Each row carries a **Delete** action. It asks for a reason (required, at least 5 characters) and only removes the row once you confirm: the row disappears from the report but stays in the database, together with the reason and the audit-trail entry naming who removed it and when.

> [!IMPORTANT]
> Deleting a row does not recalculate the running balance of the rows booked after it. Correct a wrong adjustment with a counter-adjustment of the same amount in the opposite direction rather than deleting it. Adjustments also bypass the validation that blocks illegal balances (for example negative compensatory time-off), so the system trusts HR.

## See also

- [Employees](tempus_employees.md) - the subjects.
- [Contracts](tempus_contracts.md) - the balances modified.
- [Tempus absences](tempus_absences.md) - the request-workflow path for absence-style entries.
- [Time point overviews](tempus_time_point_overviews.md) - the report surface that reflects adjustments.

```yaml fields
employee_id:
  label: Employee
  hint: 'The employee whose balance this transaction changes. Preselected when you arrive from the employee calendar.'
tr_type:
  label: 'Transaction type'
  hint: 'Credit adds hours to the balance, Debit removes them.'
whole_year:
  label: 'Whole year'
  hint: 'Legal holiday only; on by default: the transaction covers the whole current year (1 Jan – 31 Dec) and you enter the hours yourself. A whole-year Debit adjusts the legal holiday rights and needs a sub type. Switch it off to pick exact dates.'
date_range_picker:
  label: 'Date range'
  hint: 'Only shown while Whole year is off. Pick the first and last day, or use a preset (This year, Last year, This month). Left empty, the whole current year applies.'
half_days:
  label: 'Half days'
  hint: 'Only for a Debit with a date range: counts 4 hours per working day instead of 8.'
amount:
  label: 'Amount (in hours)'
  hint: 'Minimum 4 hours. For a Debit with a date range the hours are filled in from the working days and you can change them; otherwise enter them yourself.'
note:
  label: Note
  hint: 'Free text kept on the row, shown in the report.'
```