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Small and medium business | Business Central, N...
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How to create an absence request form?

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Posted on by 53

This must be a frequently asked question, but having searched this site and the Microsoft Docs, I can't see how to do this.  I'm a Microsoft Partner in the early days of Business Central.

For one of my customers, I'd like to make a form available to each employee registered in Business Central (Essentials) so they can see their available holiday entitlement and request leave which should be approved by their manager, then when approved, automatically entered into the Absence table for the employee.

I've seen mention of Flows and Sharepoint lists, but it wasn't clear from what I've read if the flows can connect to Business Central's database to retrieve the data and update it.

Am I missing something obvious or is there some serious work required to make such a holiday form that every company must surely need. :-)

Thanks,

Brian

I have the same question (0)
  • MartinNL Profile Picture
    480 on at

    Hi Brian,

    From past experience it has been a bit of a challenge, but it isn't impossible :) Business Central Connection in Power Automate is still listed as "In Preview" so bare that in mind when trying to build complex flows.

    It is sure possible to use Power Automate to be triggered via various "when" conditions such as creating a new record or when approval request sent, however I am not sure of the exact possibilities for custom tables. Here brief screenshot of some tables:

    pastedimage1584003930935v1.png

    There is announcement that BC will be able to integrate with the Common Data Service from the April release and perhaps that offers you more options to achieve your goal. https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-business-central/business-central-integration-common-data-service

    You could also have a good chance achieving this via PowerApps or even as you have seen in some blogs using SharePoint lists. 

    Good Luck!

    Martin

  • srttel Profile Picture
    on at

    Maybe the festure „Manage Employee Absence “ docs.microsoft.com/.../hr-how-manage-absence is what you can use.

  • bcraigie Profile Picture
    53 on at

    Thanks Sebastian.  I'm aware of that, but it implies absence rather than holidays... perhaps just Microsoft's strange terminology.  However, it doesn't look like an employee can see how many holidays they have left.  Unfortunately, only an Admin can use it (at least, a "Team Member" cannot make entries on it), and I can't see a way to attach an approval request to it.

  • bcraigie Profile Picture
    53 on at

    Thanks Martin.

    I will have a go at creating one in PowerApps.  I was able to connect a power app to Business Central (Cronus test instance) and see the employees, so it looks like that will be the way to go. :-)

  • srttel Profile Picture
    on at

    Sounds good, if a functionality, present in standard Business Central, does not full fill you needs you might think about to extend the standard functionality with a "Extension" as well.

  • LewisH95 Profile Picture
    65 on at

    Leave and absence management provides the following features:

    Define leave and absence types.

    Leave types define the various types of absences that employees can report. Because these types are user-defined, they can be tailored to your organization. Some typical leave types include paid time off (PTO), leave, short-term disability, jury duty (this leave type is specific to the United States), and bereavement.

    Define leave and absence plans that are tiered to fit your business.

    Leave and absence plans can be defined so that accrual occurs at specific frequencies, such as annually, monthly, or semimonthly. Plans can also be defined as a grant, where a single accrual occurs on a specific date.

    Leave plans often contain tiers, where some groups of employees receive additional benefits, based on the amount of time that they have been with the organization. These user-defined tiers enable automatic enrollment in additional benefit hours, based on the date criteria that are defined. Leave plans can also be configured to enforce a maximum carry-over amount or a minimum balance, to prevent employees from using more benefit hours than they have accrued.

    Typical leave plans include tiered plans that grant a benefit of 80 hours of PTO to new employees but a benefit of 120 hours after 60 months of service. Additional plans might grant floating holidays or position-based benefits, such as executive-only benefit hours.

    Enroll employees in leave and absence plans individually or through mass assignment that is based on job criteria.

    Several job-related filters can be used to assign a group of employees to a leave plan. HR managers can view an employee to see what leave and absence plans the employee is enrolled in. Alternatively, HR managers can view all plans and the related employee enrollments.

    Suspend leave and absence plans.

    Leave and absence plans can be suspended to make them inactive and prevent additional accruals. Accruals are suspended for employees if their employment ends.

    Adjust entitlements and grants.

    An employee can be enrolled in a higher plan tier by using a worker-specific date to override the employee's default plan offering. Employees can receive a manual adjustment to their leave and absence balance at the time of plan enrollment, or HR can make a manual adjustment at any time.

    Apply a workflow to time-off requests.

    A workflow can be customized and applied to time-off requests to meet the organization’s requirements.

    Track employee absence balances.

    Employees, their manager, and HR can view leave and absence balances. HR can use interactive reports to track plan enrollments and time-off balances by type.

    Submit time-off requests.

    Employees can submit time-off requests against their available hours. Requests can be simple single-day requests or multiple-day requests that include multiple leave and absence types. If a workflow isn't enabled, the requests are automatically approved. If a workflow is enabled, the approval can be automatic, or it can require sign-off, depending on the workflow configuration.

  • bcraigie Profile Picture
    53 on at

    @LewisH95

    Thanks, but I found that already. What you kindly quoted is the documentation for Dynamics 365 Human Resources (previously known as Talent) which is not a core part of Business Central, and doesn't appear to be available in the UK anyway.

    From the welcome section of that page at https://docs.microsoft.com/en-us/dynamics365/talent/ :

    The functionality in Dynamics 365 Talent: Core HR is now part of Dynamics 365 Human Resources. You can view the documentation for Human Resources at Welcome to Dynamics 365 Human Resources.

    My customer would maybe consider adding on Human Resources if it was available in the UK, but I can't find the license for it at my reseller.

    :-)

    Brian

  • bcraigie Profile Picture
    53 on at
    [quote]

    Sounds good, if a functionality, present in standard Business Central, does not full fill you needs you might think about to extend the standard functionality with a "Extension" as well.

    [/quote]

    Thanks Sebastian.  I've looked for an HR Add-in and found Apogee HR which looks promising.  I'll give it a trial. :-)

  • Suggested answer
    keoma Profile Picture
    32,729 on at

    you could create a resource per employee and set the resource in field resource no in the employee card. the resource has a calendar, which you could use for that.

    if you want to use ms flow instead, than check out the possibilities of flow in connection with bc.

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