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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Editing the field Accr...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Editing the field Accrual Frequency on a Leave Plan

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Posted on by JanaW 45

Dear all,

would anyone please know how to edit the field Accrual Frequency on an active leave plan.

In the editing mode, this field is not possible to change. I would like to change it to 'annually'.

It seems that leaving this field as 'None' effects the way balances are displayed to employees. On this particular plan, the employees can see balances calculated without the approved future time off. That is confusing as the balance for them looks inflated. 

Other plans which are set up 'Accrual Frequency = annually' display the balance correctly (meaning granted days minus approved holidays).  

Many thanks, as ever

Screen-Shot-2020_2D00_06_2D00_12-at-17.34.12.png

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  • Suggested answer
    RYANSE Profile Picture
    RYANSE Microsoft Employee on at

    Hello JanaW,

    Thank you for using Microsoft Dynamics Communities!  I have ran through the scenario you are seeing and I am able to reproduce the issue.  I also see this whether or not I have employees enrolled in this Leave Plan.  One way I can think of to work around this issue would be as follows:

    1.  Create a new Leave and Absence Plan that has the desired settings.

    2.  Remove the incorrect Leave and Absence Plan by deleting this plan from each employee.

    3.  Add the new Leave and Absence Plan to each employee needing the new plan.

    4.  Make any necessary adjustments to the leave that each employee may have.

    Please test the above steps in a test environment before attempting in a live environment to validate that you are seeing the desired result.

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