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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Leave and Absence not ...
Finance | Project Operations, Human Resources, ...
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Leave and Absence not getting deducted

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Posted on by MS-21061821-0 8
I am currently assisting a client with configuring the Leave and Absence module. Everything is set up correctly except for one issue: when managers approve employees' leaves, the deductions from the holiday pool do not occur until the day of the leave itself.

I would prefer that the leaves be deducted from the pool immediately upon approval by the manager.

Could anyone please help me here?

Thank you in advance!

I have the same question (0)
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    I did not find this type of parameter in the system to adjust, you can try to configure the workflow or customize it to trigger the update of the holiday pool when the manager approves the leave.
    Best Regards,
    Hana
  • PhillipsB Profile Picture
    PhillipsB 102 on at
    Hi,
     
    I know two ways of solving this problem
     
    You can configure a custom workflow that triggers the leave deduction as soon as the manager approves the request. This would ensure that the holiday pool is updated right away rather than waiting for the actual leave date
     
    Or if the standard system settings don't support immediate deductions, a simple customization might be necessary to modify the process. This could involve triggering an update to the leave balance once the approval process is completed, instead of waiting until the leave date itself
     
    Hope it helps

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