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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Current leave balance ...
Finance | Project Operations, Human Resources, ...
Answered

Current leave balance not getting updated after manager approval

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Posted on by CRMDeveloper1 180

Hello Experts,

I am running leave and absence flow in HR to ensure that approval workflow is running fine with other things. So everything is fine except Current leave balance of employee not getting updated. Here is the scenario:

1. Employee enrolled into annual leave plan and Accrue leave and absence plan executed. The current balance is set to 25 days.

2. Employee submits time off request of 10 days (of future date) from available annual leave balance.

3. Manager approves the request and leave request goes to Completed status.

4. Now employee opens up Self Service and Time off balance is still 25 days.

Shouldn't system update current balance to 25-10=15 days? Or am I wrong here? Please help me understand the logic.

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Thank you. Regards,

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

    Hi CRMDeveloper1,

    You are completely correct. I'm also expecting a similar behavior. However, I do think there is a need for both. If you have a future absence and you leave the company before the actual leave, then the HR department needs the actual balance.

    There is already an idea posted where you can vote to have it implemented. You can login and vote as well, so Microsoft would be able to see the importance of this suggestion: Dynamics 365 Application Ideas > Dynamics 365 Human Resources > Leave and Absence > Optionally include pending requests in balances/

  • CRMDeveloper1 Profile Picture
    CRMDeveloper1 180 on at

    Hi André,

    Thanks for your response, I voted the idea.

    By the way, I tried one more case yesterday. When actual leave day is starting from present date and request gets approved on same day the system recalculates the balance just fine. It is just for the future date(s) the system does not update the balance instantly after approval. I suspect that system waits for the future dates and when it is closer or may be on start of actual time off it refreshes the balance but that is just my assumption and i will test it with more cases for sure. Anyways, I will mark your answer and close the discussion.

    Thank you. Regards,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

    Hi CRMDeveloper1,

    The balance is indeed actual currently. So, a request for today is counted directly. For the future days, we need a change by Microsoft.

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