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I have set up Leave and Absence Type,
then Leave and Absence Plan, where I fill a number in the Accrual Amount column only (all others are 0),
then I enroll myself in the plan and go to enter Request Time off.
At this point I do not see a number in the column Available under the Balance section and cannot submit my request, as the requested amount is above the available balance.
Is there anything I am missing to setup?
Marriage plan is not something that should be accrued - you are not getting married every year and therefore you don't need to be accumulated...
in the plan settings delete the accrual amount of 16 and put the Minimum balance to -16 hours. Also change the Accrual frequency to None, instead of Annual.
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Thank you for the quick answer!
Actually what I needed to know is in general how to get the hours/days in the available balance for a person to be able to request a leave.
What I found is (that part of the information of the setting is missing in MS tutorials :), that I should make Balance Adjustment and add the hours/days for the current period, that should be available for the person to be requested.
On the other hand, I have the amount to be forwarded for the next period in the column Max Carry-Forward, so it looks a little bit confusing why and for what purpose is the column Amount in the plan.
I don't think you have also started the Accrual process for that employee. On the employee record you have a tab in the menu where you can accrue the remaining holidays. This can also be done as a batch process for everyone.
Also, if you want the system to allow you to have negative values, you must add the maximum of that negative value in the Minimum Balance field.
I hope this helps.
So, in generall, if we have to summarize it. What should be the next step(s) after enrolling the worker(s) into a plan, so that he/she is able to request time off?
I tried this function Accrue leave and absence plans for my employee, and it was marked as Successful Operation, however, nothing changed in the Balance of the employee's plans.
what date did you use when you did the accrual ? you have to put a future date, not Today's date.
I tried with a future date within the current month, and the first/last date of the next month, nothing changes in the Current balance. Only Adjust Balance changes it currently (or import of the Leave and Absence Bank Transactions entity).
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