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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How do I configure sic...
Finance | Project Operations, Human Resources, ...
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How do I configure sick leave over a 36-month cycle with 30 days up front?

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Posted on by JS-12081750-0 7

Hello community,

I’m trying to configure a sick leave plan in Dynamics 365 Human Resources that meets the requirements of South African labour law. According to the law, employees are entitled to 30 days of sick leave over a 36-month period. The challenge I am facing is how to configure the system to give employees the full 30 days of sick leave upfront at the beginning of the 36-month cycle, while allowing any unused sick leave to carry forward from year to year within the cycle.

Here’s what I need:

  1. Initial Setup:

    • I need employees to receive the full 30 days of sick leave at the start of the 36-month cycle (i.e., upfront, not accrued gradually).
    • Employees should use this balance over the 3-year period.

  2. Annual Management:

    • If the employee doesn’t use all 30 days in the first year, I want the remaining balance to carry forward into Year 2.
    • Similarly, if there is any remaining balance at the end of Year 2, it should carry forward into Year 3.

  3. End of Cycle:

    • After the 36-month period (at the end of Year 3), any remaining sick leave should expire, and the cycle should reset, granting the employee a new 30 days of sick leave for the next 36 months.

What I’ve Tried:

Multiple Annual Leave Plans:

  • I tried setting up three separate leave plans, one for each year in the cycle:
    • Sick Year 1: 30 days granted upfront.
    • Sick Year 2: Any remaining days from Sick Year 1 are carried forward.
    • Sick Year 3: Any remaining days from Sick Year 2 are carried forward.
  • The problem I ran into was a "prohibited carry-forward chain" error when trying to configure the carry-forward between these plans. It seems that the system doesn't allow for a clean multi-year carry-forward configuration without creating a circular or invalid reference.

What I Need Help With:

How can I configure Dynamics 365 Human Resources to:

  1. Grant the full 30 days upfront at the beginning of the 36-month cycle.
  2. Carry forward any unused sick leave from one year to the next within the 3-year cycle.
  3. Ensure that at the end of the 36-month period, the sick leave resets back to 30 days for the next cycle, with any unused days from the previous cycle expiring.

If the standard configuration won’t support this setup, what would be the best approach to achieve this — would it require customization, or are there advanced settings I am missing? Any guidance or alternative solutions that comply with South African labour law would be greatly appreciated!

Labour Law (BCEA)...
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