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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Leave plan configurati...
Finance | Project Operations, Human Resources, ...
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Leave plan configuration - Annual frequency and prorated

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Posted on by Spara 68

Hi All,

I need to configure a leave type where employees are credited 15 leaves will get credited in employee's account but employee will be able to avail that only after 8 months of service and the leaves needs to be prorated based on the employee's joining date.

I configured the following:

pastedimage1678401304554v1.png

And I enrolled the employee with employment start date where his start date is 1st March, 2023. My expectation was when he completes 8 months he should be entitled for 12.5 leaves but even though the employee has joined in Mar he is able to see 15 days leaves. 

Am I missing something in configuration.

Please advise.

Thanks,

  • Spara Profile Picture
    Spara 68 on at
    RE: Leave plan configuration - Annual frequency and prorated

    Parag Chapre : Any suggestions?

  • Spara Profile Picture
    Spara 68 on at
    RE: Leave plan configuration - Annual frequency and prorated

    Thank you for your response. The requirement is to assign them from 1st Jan only, but it will be visible to them only after 3 months of service. So, for employee joining on 1st Jan will get 15 leaves and he will be able to avail that only after 3 months and for employee who joined in Feb, will get 13.75 leaves and he will be able to avail that only after 3 months .

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Leave plan configuration - Annual frequency and prorated

    Hi Spara,

    Select Accrual period end date option from the Accrual award date dropdown box to see if it will make a difference.

    You selected Accrual period start date in your screenshot, so the employee will be awarded time off on the first day of the award period.

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