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Finance | Project Operations, Human Resources, ...
Unanswered

How to personnalise leave balance ?

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Posted on by 145

Hello,

Here the context : the balance for paid leave is renewed every two years, meaning that the balance from one year is carried on entirely to the next year during a two year period. For example :

  1. Paid leave accumulated between June 1st 2019 to May 31st 2020 can be used until May 31st 2022 and are lost on June 1st 2022.
  2. Paid leave accumulated between June 1st 2020 to May 31st 2021 can be used until May 31st 2023 and are lost on June 1st 2023.

Is it possible to set this up ? If yes, how ?

Thank you.

  • C. Shenk Profile Picture
    Microsoft Employee on at

    Hello Nina2021,

    Thank you for the question - If I am understanding this correctly, we are looking for a kind of roll-over functionality within the D365 HR Leave and Absence module, is that correct? Something beyond the maximum carryforward balance as it it needs to expire by a certain date (subsequent years, instead of months or days)?

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