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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to transfer leave ...
Finance | Project Operations, Human Resources, ...
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How to transfer leave balances from one legal entity to another legal entity

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Posted on by Dwarahkesh SP 48

Hi All ,

I have transferred a worker from one legal entity to another legal entity . How to transfer the leave plan and the respective leave balance fo the employee.

  • Arne Vst Profile Picture
    Arne Vst 16 on at
    How to transfer leave balances from one legal entity to another legal entity
    I am currently trying to have a Power Automate flow for this where the mail goal is to automatically transfer leave and absence information of a worker when that worker changes from legal entity. 
    I see 2 important parts within such a flow. 
    1. Have a trigger that checks when a worker has transferred LE
    2. Take the leave and absence information (plans, enrollment, bank transactions, balances, time off requests...) and copy it in the new LE for this worker.
    Date of the information to be taken is the date when the transfer occured. 
     
    Does anyone knows if such a flow exists, or has the knowledge to provide some information into how to set this up? 
     
    Many thanks. 
  • Suggested answer
    Simon Barrett Profile Picture
    Simon Barrett 287 on at
    RE: How to transfer leave balances from one legal entity to another legal entity

    Hello, you can export the data using DMF from the source legal entity and import into the target legal entity. Depending on what parameters are already set up in the target, you will need the entities:

    Leave and absence plan

    Leave and absence plan tier

    Leave and absence enrollment

    Leave time off request

    Leave and absence bank transaction

  • Dwarahkesh SP Profile Picture
    Dwarahkesh SP 48 on at
    RE: How to transfer leave balances from one legal entity to another legal entity

    Hi parag,

    This feature is enabled. Will the leave balances in one legal entity be transferred to another legal entity automatically after we change the employment.

    Regards,

    Dwarahkesh SP

  • Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: How to transfer leave balances from one legal entity to another legal entity

    Hi there,

    Did you enable the feature for cross company leave view?

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