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Finance | Project Operations, Human Resources, ...
Answered

Negative deduction for Annual leave

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Posted on by 20

Good day,

I have created 'Annual leave' for my client with 15 days base entitlement, accrued at 1.25 monthly. This works perfectly, a new requirement has emerged to allow negative deduction to a max of 5 days. For e.g. In the case where I have accrued 2.5 days and require an additional 2.5 days, the system should allow me to raise 5 days leave request. Once the system generates a new entitlement (1.25) in the following month, this is deducted and the system reconciles accordingly.

Any cues related to this scenario will be most appreciated.

  • Verified answer
    WillWU Profile Picture
    22,363 on at

    Hi HCM,

    As far as I know, there is no such OOB function.

    And you could raise your idea to the Idea site:

    experience.dynamics.com/.../

  • Verified answer
    Community Member Profile Picture
    on at

    Hi HCM,

    I have tried to explain a scenario as I believe this is what you need.

    Please let me know if this is what you are expecting.

    Step 1: In the leave accrual plan, make sure to set the minimum balance to a negative amount:

    pastedimage1626428470388v1.png

    Step 2:  The employee will now be able to request leave, higher then his available balance:

    pastedimage1626428544247v3.png

    Step 3: Once the leave is approved, the balance will become negative:

    pastedimage1626428576626v4.png

    Step 4: After the accrual (1 month later) the balance will become positive again (due to accrued new amount):

    pastedimage1626428613679v5.png

    Please let me know if this is the same (or similair) scenario.

    With regards & please reach out in case of questions,

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