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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Reversal of multiple a...
Finance | Project Operations, Human Resources, ...
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Reversal of multiple approved leave records

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Posted on by PawanD 457

Hi forum,

This query is related to reversal of multiple approved leave transactions.

In Approved time-off tab, we can select multiple lines and can click on Update time-off.

pastedimage1570558748477v1.png

In the time-off screen, for each record we need to either click on Remove button to change from Full day to None or manually update half day. This activity needs to be done for every record.

pastedimage1570558882897v2.png

Is there anyway where we can update Full day to None at one shot rather than doing this one by one. It will be a pain if HR wants to reverse/update maternity leave transactions. Anything I missed here.

  • Suggested answer
    Christy OKane Profile Picture
    Christy OKane 45 on at
    RE: Reversal of multiple approved leave records

    Hello Pawan,

    Unfortunately, I believe the quickest way for HR to do this would be to click 'Remove' quickly... although there is another option to do this in bulk.

    The 'Excel Workbook Designer' lets you load data from Talent, into excel. 

    First off, the quickest way is to search for the page in the search bar. From here you filter the entities, select what columns you want for it and create the workbook.

    pastedimage1570721637483v1.png

    Download the excel sheet, enable editing in the excel sheet and all your records should appear (along with a Dynamics 365 pane on the righthand side). 

    Once you have deleted all your leave transactions, click 'Publish'.

    You can find more on the Dynamics 365 excel pane here.

    Any problems, please let me know!

    Kind Regards,

    Christy

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