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Finance | Project Operations, Human Resources, ...
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Comment paramétrer les congés payés et les RTT ?

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Posted on by 145

Bonjour,

Savez vous comment paramétrer les congés payés et les RTT dans Dynamics 365 HR : les dates de régularisation, le solde congés de N-1 à N, le nombre de RTT d'une année à une autre...

Merci

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  • Nina2021 Profile Picture
    145 on at
    RE: Comment paramétrer les congés payés et les RTT ?

    Hi,

    After reaching out to a Microsoft consultant via the support service, we managed to set up paid leave ("Congés Payés") and employee's leave ("RTT Employés").

    A. For Paid Leave ("Congés Payés") :

    1.Name of the leave type

    2.Description of leave type

    3.Leave Workflow:

    • Using an hierarchy type, allows the leave request to be sent to the manager.

    4.Category :

    • Scheduled leave prevents the employee from requesting leave less than 2 weeks prior to the leave period

    5.Start date

    • The default calendar lasts for 12 months
    • 01/06 is thus the date at which the leave balance is updated each year

    6.Adjustment leave type

    • This is the frequence at which the leave balance is updated during the year

    7.Personnalised leave amount

    • Pro-rata for employees that started after the first day of the month (example : 15th June)

    8.Minimal amount of month from which an employee starts to accumulate leave days

    9.Number of days accumulated each month (25/12=2,083)

    10.Maximal amount of leave days passed from one year to the next

    • In ordre to transfer the leave days from Year N to Year N+1, the maximal amount must be 24,96 (2,08*12). The leave period taken in Year N will be deducted from the maximal amount. For instance, if an employee took 15 days in Year N, the amount transfered from year N to year N+1, the reported amount will be 9,96 days.

    pastedimage1618587245435v2.png

    pastedimage1618587278300v3.png

    B. For Employee's leave ("RTT Employés") :

    1.Name of leave type

    2.Description of leave type

    3.Leave workflow (same as paid leave workflow)

    4.Category (same as paid leave)

    5.Start date

    • RTT are set up on the standard calendar so start date is January 1st

    6.Adjustment leave type (same as paid leave)

    7.Personnalised leave amount (same as paid leave)

    8.Minimal amount of month from which an employee starts to accumulate leave days (same as paid leave)

    9.Number of days accumulated each month : the number of RTT days varies from one year to the next so it will have to be updated each year manually by HR (number of RTT /12). I haven’t found a way to automate that part.

    10.Maximal amount of leave days passed from one year to the next : since RTT days need to be completely used between January 1st to December 31st of Year N, 0 days can be reported from Year N to Year N+1.

    pastedimage1618588435862v4.png

    pastedimage1618588466075v5.png

  • Alexandra Socea Profile Picture
    on at
    RE: Comment paramétrer les congés payés et les RTT ?

    Hello Nina, 

    The setup you are requesting is quite laborious and includes multiple setups to be done. 

    I would highly recommend you to reach out to a functional consultant to help you with this. 

    In the meantime, here are some articles that you might benefit from. 

    Configure leave and absence types - Human Resources | Dynamics 365 | Microsoft Docs

    Create a leave and absence plan - Human Resources | Dynamics 365 | Microsoft Docs

    Accrue leave and absence plans - Human Resources | Dynamics 365 | Microsoft Docs

  • Nina2021 Profile Picture
    145 on at
    RE: Comment paramétrer les congés payés et les RTT ?

    Here's the question in English.

    We are a French company with 5 types of leave :

    1. Paid leave : only available for employees who have worked at least one month in the company. Employees gain 2,08 days per month. The accrual frequency is monthly. The leave calendar goes from June 1st to May 31st. Leave days should all be taken during that period except if a worker hasn't worked in the company for one year on June 1st. In that case, the worker can carry its leave days from one year to the next. The immediate manager should approve the request for payed leave.

    2. RTT : only available for employees who have worked at least one month in the company. The number of RTT varies from one year to the next. The accrual frequency is monthly. The leave calendar goes from June 1st to May 31st. Leave days should all be taken during that period, no exception. The immediate manager should approve the request for payed leave.

    3. Unpaid leave : available to all employees. There are no set amount of unpaid days per year and no accrual frequency. HR should approve request for unpaid leave.

    4. Sick leave : available to all employees. Sick days are paid. There are no set amount of sick days per year and no accrual frequency. HR should approve request for sick leave. Request for sick leave should be justifiable with a doctor's note. A document must be attached to the request.

    5. Exceptionnal leave (ex : parental leave, funeral leave...) : available to all employees. Exceptionnal leave days are paid. There are no set amount of exceptionnal leave days per year and no accrual frequency. HR should approve request for exceptionnal leave. Request for exceptionnal leave should be justifiable. A document must be attached to the request.

    Can anyone help with setting up the above please ?

  • André Arnaud de Calavon Profile Picture
    298,959 Super User 2025 Season 2 on at
    RE: Comment paramétrer les congés payés et les RTT ?

    Hi Nina,

    Please translate your question in English. This is an English lingual forum only.

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