Assign workers to a leave plan

Applies to these Dynamics 365 apps:
Human Resources

After you've created a leave and absence plan in Dynamics 365 Human Resources, assign it to workers.

Assign a plan to a group of employees

  1. On the Leave and absence page, select the plan you want to assign.

  2. Select Assign to employees.

  3. Adjust the following settings as appropriate:

    • Enroll on employment start date
    • Enrollment date
    • End date
    • Tier basis
  4. Under Workers to enroll, select all the works to assign to the plan.

  5. Select Assign plan at the bottom of the page.

Assign a plan to an employee

  1. On the employee's record, select Leave.

  2. Select Leave and absence.

  3. Select New.

  4. Enter an enrollment date and select a leave plan.

See also