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Dynamics 365 Community / Forums / Human Resources forum / Do leave and absence p...
Human Resources forum

Do leave and absence plans have to be accrued for 'Current Balance' to display correctly?

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Posted on by 80

Hi,

We've set up leave and absence plans and assigned people to them. When they make a leave request, their balance is shown correctly in the Balances section and they can make leave requests (albeit it doesn't reflect already approved leave, which makes it a bit misleading in terms of how many days they actually have left).

Screenshot of Leave Request Balance

However, when they view their current balance in the Employee self-service workspace, it doesn't show the days they've been given with their annual leave, but the forecasted balance (which is today) shows the annual leave balance.

Screenshot of Balance in Employee Self Service

The leave plans were set up so that the accrual award date is the accrual period start date, and we were under the impression that the users would be given their days on that date.

Does this mean that the leave and absence plan never actually gave people their days, and that accruals have to be run? To be clear, accruals were never manually run.  Or is this an issue with the system? I don't want to run accruals and accidentally give people twice the amount they're owed. It's very confusing when different places in the system report different amounts of days for employees.

Any help would be appreciated.

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  • Suggested answer
    Jill Carter Profile Picture
    1,846 on at

    Accruals for each plan need to be run either manually or in batch depending on the frequency of your leave plan. Also, on the leave plan there is a setting to award the accrual at the start of the accrual period or the end of the accrual period. 

    awarddate.PNG

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