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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Maternity leave rollin...
Finance | Project Operations, Human Resources, ...
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Maternity leave rolling over into new calendar year

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Posted on by Betty Jameson 60

Hi all,

I am currently setting up maternity / paternity leave plans for a customer, but I'e run into a problem. When configuring a plan to have an up-front grant with no accrual and based on a employee-specific start date, the leave balance always deletes itself on January 1st of the next calendar year. This is extremely inconvenient as someone who takes maternity leave in December will naturally also need that balance to carry into the next year to complete a leave request.

To bypass this I have created an annually accruing plan with no accrual amount and an upfront grant, to be set to an employee-specific date so that the maternity / paternity balance carries for a full year from the custom date, totally unaffected by calendar years changing. But surely there must be a better way of configuring a plan like this? Anyone have any experience? See below for what I have set up;

  • Eric Chung Profile Picture
    Eric Chung 15 on at
    RE: Maternity leave rolling over into new calendar year

    Hi Betty, I struggled with this same problem for a while. Ultimately it would seem that your solution is the best (and only) way of getting this configured. You just have to remember to set the unenrolment date for each employee, and cross your fingers that not a single employee ever needs more than a full year, lest the accrual kicks in and throws the balance off :^(

  • Betty Jameson Profile Picture
    Betty Jameson 60 on at
    RE: Maternity leave rolling over into new calendar year

    Thank you for sharing your thoughts, Rod.

    Currently, this customer has the HR team enrol a worker on the day they start their maternity leave. They then have the next 274 working days off.

    My problem with a 'no accrual' + 'Employee-specific date' is that, if someone goes on leave on June 1st, they have those 274 days for the rest of the calendar year. But once the calendar hits 274 days, the balance goes straight down to zero no matter how much balance was left over. If 'minimum balance' on the plan is set to 0, any days requested by HR for the employee past December 31st will thrown up an error reading 'The total balance will be below the minimum' or something to that effect.

    It frustrates me that, despite having no annual accrual set up whatsoever, the system still throws the remaining balance out on January 1st, leading me to the workaround described in the first post of this thread.

  • RodRodriguez Profile Picture
    RodRodriguez on at
    RE: Maternity leave rolling over into new calendar year

    Howdy Betty,

    It kind of depends on what the policy is really.  (I know, not a great start to a comment)

    For instance, what *IS* the policy?  Is it something like "You have up to one date from the birth/adoption to take X number of days of paternity leave?"  If so, then the "bypass" you have set up is the perfect answer.

    If it is something more complex like "You can take X-Y days of leave within Z fortnights of the birth, where Y is 6 on even number years or 7 on odd numbered years, except when the year is cleanly divisible by 5"?  Then you are in for bit of fun edge checking :)

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