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Configure leave and absence parameters

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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

Before you set up leave and absence plans in Dynamics 365 Human Resources, it's a good idea to verify the settings for all related Human resources parameters, including:

  • Number sequence for leave requests
  • Family Medical and Leave Act (FMLA) settings
  • Employee self service settings for leave and absence requests
  • Leave and absence parameters

View and change human resources parameters

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

  2. Under Setup, select Human resources parameters.

  3. On the Number sequences tab, verify the Number sequence code for Leave request ID and change as necessary. This setting determines the sequence used for automatically assigning IDs to leave requests.

  4. On the FMLA tab, verify the FMLA settings and change as necessary.

  5. On the Employee self service tab, indicate whether managers can enter leave and absence requests on behalf of their employees.

  6. Select Save.

Important

Viewing leave and absence across companies is currently in preview. You'll need to enable it in your Sandbox environment to display the option for leave and absence. For more information about enabling preview features, see Manage features.

View and change Human resources shared parameters

  1. On the Personnel management page, select the Links tab.

  2. Under Setup, select Human resources shared parameters.

  3. On the Advance access tab, select Yes for Enable cross company leave view to allow leave to be viewed across company.

  4. Select Save.

View and change leave and absence parameters

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

  2. Under Setup, select Leave and absence parameters.

  3. On the General tab, set the following parameters:

    • Set Unit for leave and absence to either hours or days. If days, you can select Enable half day definition to allow employees to choose either first or second half of day in their time-off requests.

    • Select Months of service effective date to set when the accrual rates take effect for leave plans using months of service.

    • Select Balance calculation to display balances as of today or as of the accrual period. If you select Balance as of today, the balance displays the total of all accruals, adjustments, and requests as of today. If you select Balance as of accrual period, the balance displays the total of all accruals, adjustments, and requests as of the accrual period defined by the frequency in the leave plan.

    • Set the Start time for the Carry forward expiration batch job.

    • Select Yes for Allow employees to buy leave and Allow employees to sell leave. If you select Yes for these options, you can create buy and sell leave policies and enable employees to submit buy and sell leave requests.

Configure calendar parameters

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

  2. Under Setup, select Leave and absence parameters.

  3. On the Calendar tab, change calendar settings as necessary.

  4. Select Save.

See also