Configure leave and absence types

Applies to these Dynamics 365 apps:
Human Resources

Leave types in Dynamics 365 Human Resources define the types of absences that employees can report. You can tailor leave types according to the needs of your organization. Examples of leave types include:

  • Paid time off (PTO)
  • Unpaid leave
  • Paid vacation
  • Sick leave
  • Medical leave
  • Family leave
  • Short-term disability
  • Bereavement leave

Add a leave type

  1. On the Leave and absence page, select the Links tab.

  2. Under Setup, select Leave and absence types.

  3. Select New.

  4. Enter a name for the leave type under Type, select a workflow from Workflow ID, and enter a description under Description.

  5. In General, select None, Scheduled, or Unscheduled from the Category dropdown.

  6. Select an earning code from the Earning code dropdown.

  7. Under Reason code required, choose whether you want to require a reason code. If you want to require reason codes, you might need to add them. Under Reason codes, select Add, select a reason code, and then select the Enabled checkbox next to it.

  8. Under Restrict access to selected roles, choose whether you want to restrict access. Then select the security roles under Security roles for this leave type. The security roles are defined in the workflow you selected under Workflow ID earlier in this procedure.

  9. Under Calendar color, choose what color to display on leave and absence calendars for this leave type.

  10. Under Suspension relations, choose if you want to have this leave type either suspend another leave type or be suspended by another leave type. When a leave of absence request is submitted for the suspending leave type, a leave suspension will automatically be created for the suspended leave type.

  11. Select Save.

Configure leave type rules

  1. Set rounding options for the leave type. Options include None, Up, Down, and Nearest. You can also set rounding precision for the leave type.

  2. Set Holiday correction for the leave type. When you select this option, Human Resources uses the number of holidays that fall on a work day to determine how to accrue time off for the leave type. For example, if Christmas Day falls on a Monday, Human Resources will subtract one day from the leave type when processing accruals.

    You set holidays in the working time calendar. For more information, see Create a working time calendar

  3. Set Carry-forward leave type for the leave type. When you select this option, any carry-forward balances will be transferred to the specified leave type. The carry-forward leave type also needs to be included in the leave and absence plan.

  4. Define Expiration rules for the leave type. When you configure this option, you can choose the unit of days or months and set the duration for the expiry. You can also set the effective date of the expiration rule. The effective date is used to determine when to start running the batch job that processes the leave expiration, or the date when the rule takes effect. The expiration itself will always happen on the leave plan start date once the batch job is set to process. For example, the plan start date may be 1/1/2020, but the rule wasn't created until 6/1/2020. By setting the effective date to 6/1/2020, the rule will be processed on the next year boundary, so 1/1/2021. Any leave balances that exist at the time of expiry will be subtracted from the leave type and will be reflected in the leave balance.

See also

Note

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