Leave and absence
Dynamics 365 for talent leave and absence has functionalities as:
- Leave plans
- Leave enrolment
- Leave request and approval
- Leave accrual and balances
- Leave and balances analytical graphs
Let’s go through each with screens on Dynamics 365 for Talent
Leave plans
Leave plans has different type of leave for the employee such as paid time off, sick leave, parental leave. Leave plan has the details plan start date, accrual frequency (Annually, monthly) and accrual amount. leave plan has functionality to configure based on month of service completed by employee. So senior employees have more leave than newly joined. You can also set minimum leave balance and maximum carry forward for particular leave plan.
Leave amount can be configured by hours or days. only one can be enable at a time for a legal entity. Once the transactions for leave occurred it cannot be changed. Below is screen for details
Leave enrollment
Employee or contractor can be enrolled directly from the leave plan. Leave plan can be assigned to employee for current period or upcoming period.
Leave request and approval
Leave request
Employee can request time off or leave his/her self directly from employee self-service. Employee able to select from leave plans assigned to them. Enter dates it can be multiple. Enter comment or reason for approval. Employee also able to see leave balance on the same screen. Leave amount shown in the screen is hours based and it has calculated 6.33 hours for a day based on calendar. See screen below
Leave approval
Leave approval is navigating through workflow. Workflow can be configured to approve leave by position hierarchy so immediate reporting person get request for approval. Also this can be configured to auto approve based on conditions like if leave type is sick leave.
Leave accrual and balances
Leave accrual for all the plans can be done from single process. It will update leave balances of employee.
Employee leave balance
Leave and absence analytics
Dynamics 365 for Talent has out of box different analytics reports provided.
Note:
Dynamics 365 for Talent has no customization available right now.