web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Leave and absence - award date on anniversary parameters

(0) ShareShare
ReportReport
Posted on by 21

Hello, I am looking for the correct parameters for leave and absence plan, and enrollment, which will allow employees to be granted additional leave at anniversary date, and not on plan start date (eg. 1/1).

Please specify the correct values for the below 3 values:

When creating Leave and absence plan:
 - Accrual period basis (Plan start date, or Employee-specific date)?

When enrolling an employee into plan:
 - Enroll on employment start date (Checkbox checked or not)?
 - Enrollment date (date value)?

PlanAccrualPeriodBasis.png

EnrollmentOptions.png

Keith

I have the same question (0)
  • Sytse Korts Profile Picture
    235 on at

    Hi Keith,

    What kind of leave plan are you thinking of here? Is this to reward long service (e.g. new hires get 22 days per year, people who have been with the company for a year get 23, two years gets 24, etc.)?

    And what would you consider as the basis for the plan's the anniversary date? The anniversary date of the employee, or of the employee being enrolled onto the plan?

  • Thokm33 Profile Picture
    21 on at

    Hi Sytse,

    Yes, this would be something like the 22/23/24 day awards at 3/4/5 years respectively. The anniversary date I refer to is the hire date of the employee. I will be activating Leave and absence in FinOps, and there are existing employees at my company who have worked here for a few years already. They should be awarded higher-tiers of leave, based on those past hire dates (eg. 5/20/2020).

    Keith

  • Verified answer
    Sytse Korts Profile Picture
    235 on at

    Perfect. In that case, consider something along the lines of this for your accrual - lick to enlarge;

    adsdassa.png

    My customers all adhere to UK traditions, which sees them run holiday/vacation on an annual basis from Jan 1st to Dec 31st, which awards them their entire leave balance upfront on the first day of the calendar year. Employees with long service get their extra day on the first instance of January 1st after they meet the threshold. Ergo, someone who reaches 24 months of service on July 1st 2022 will only get that extra day available on January 1st 2023 as part of their 2023 leave balance.

    That's standard - at least, it is over here. Such plans also use 'Plan start date' as the accrual basis with a start date of Jan 1st. The 'Accrual type' (screenshotted above) is the config element you use to then decide what the right accrual amount should be.

    Something more unconventional may be required if you want the day to become available from the very moment the workers hit X months of service. At that point, I would encourage 'Employee-specific date' for the accrual basis, but it's not something I've ever seen with my customers for annual leave. 

  • Thokm33 Profile Picture
    21 on at

    Hi Syste, thanks for your inputs. Your suggestion seems to be the best answer for the current functionality in FinOps Leave and absence. We will make periodic/monthly adjustments to leave as employees hit higher tiers of leave until this feature is added.

    Keith

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 456 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 429 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans