Edit

Manage employee leave

  • Article

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 manage an employee's leave by leave type. This includes expiring leave enrollment and adjusting leave type balances.

Adjust leave balances

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

  2. Select Leave and absence setup.

  3. Select Adjust balance.

  4. Select the Leave type.

  5. Enter an Adjustment amount.

  6. Optionally, you can select a Date.

You can include a reason code and comment when adjusting an employee's leave balance.

Now, when you hover over any leave balance, the following information is shown:

  • Available – The Total this year value minus the Taken this year value.
  • Total this year – All accruals, adjustments, and carry-forward for the year.
  • Taken this year – All approved time off.

See also