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Manage buy and sell leave policies

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Important

The functionality noted in this article is currently available for customers on the stand-alone Dynamics 365 Human Resources. Some or all of the functionality will be available as part of a future release on the Finance infrastructure after Finance release 10.0.26.

Applies to these Dynamics 365 apps:
Human Resources

You can enable employees to buy and sell leave by creating a buy and sell leave policy. You can configure these policies to use workflow for approvals, set maximum amounts and rates, and set rates for buying and selling.

Enable employees to buy and sell leave

  1. On the Leave and absence parameters page, select Yes for Allow employees to buy leave and Allow employees to sell leave.

Create a buy and sell leave policy

  1. On the Leave and absence page, select the Links tab.

  2. Select Buy and sell leave policy.

  3. Select New.

  4. Enter a Name and Description for the policy under Buy and sell leave policy.

  5. Select a Policy type.

    The available policy types are Amount and Hours per week. Select Amount to enter a Fixed amount for the maximum amounts employees can buy and sell. If you select Hours per week, the working time defined in the employee's assigned working time calendar is used to determine the maximum amount of the policy.

  6. Select a Start date and End date for the policy. Requests to buy or sell leave will only be available for submission during this time frame.

  7. Select a Workflow ID for the policy. Any buy and sell requests will use this workflow for review and approval.

  8. Under Buy policy, select Full time equivalency (FTE) to prorate the maximum amount based on the FTE defined on the employee's position. If the policy type is Amount, enter a Maximum fixed amount.

  9. Select Add to add the leave types for employees to buy leave. You can add multiple leave types to the policy.

  10. Enter the Months of service for the leave type to enable different months of service to determine the maximum amount an employee can buy.

  11. Enter the Maximum amount for the leave type.

  12. Enter the Rate at which the employee will buy the leave.

  13. Optionally enter the Earning code to be used for buying leave.

  14. Optionally set whether to use FTE to determine the maximum amount for the leave type.

  15. To create a sell policy, follow steps 8 through 14 under Sell policy.

Add the buy and sell leave policy to a leave and absence plan

  1. On the Leave and absence page, select a leave and absence plan.

  2. Under Rules, select Buy and sell leave policy.

See also

Leave and absence overview
Configure leave and absence types
Accrue leave and absence plans
Buy and sell leave