D365 Leave and Absence - Plan Help

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Posted on by Nathan Doel

Hi Community,

My company is considering migrating our HR function into F&O, the majority of the functionality is behaving as expected but I'm struggling to configure the Leave and Absence plan as required.

Our requirements:

All employees are granted 20 days annual leave on the 1st of Jan
All employees are then granted an additional day annual leave for every 12 months of service, up to a maximum of 5 additional days

I can setup a plan that looks like below which correctly gives the employee 20 days:

I then thought that I could tier the config like this to achieve the additional day requirement:

But after running th accrual jobs again, this gives the test user a balance of just 1 day, which I assume is coming from their 60 months of service.

Is there a way to achieve my requirements?

Thanks in advance,

Nathan

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Simon Barrett 287 on at

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Hi Nathan,

I don't know how you have tested this, but one possibility, if you ran accrual on several years at once, is it accrued each year, but did not roll over that accrual. On your Leave Plan the Max carry-forward is 0.

Have you looked at the accrual results by clicking the Current balance? What does it show?

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