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9. LEAVE TYPE, ELIGIBILITY AND RULE

< 1 min read

1. INTRODUCTION #

Dynamics 365 users can create any Leave type in the system.

2. LEAVE TYPE #

2.1 PROCESS STEPS #

 

Step 1: Go to Human Resources and under Workers tab, click Leave types under “Leaves”. #

Navigation

Human resources>Workers>Leave>Leave types

#

Step 2: On Action pane, click “New”. #

 

 

Step 3: Enter the Leave type, its description, STP code and check required check box. On Action pane, click Save. #

 

 

Step 4: On Action pane, click Leave rules and then click Maintain Versions. #

 

 

Step 5: Select the following details: #

 

1)      Effective date

2)      Leave year type

3)      Leave start criteria

4)      Leave encashment frequency

5)      Earning code

 

#

Step 6: Click Save and close the page. #

 

 

Step 7: On Action pane, click Leave eligibility. #

 

 

Step 8: On Action pane, click New and add following details: #

 

1)      Leave type

2)      Start date

3)      Max. annual leave

4)      Carry forward per year

5)      Total Carry forward allowed

6)      Max.encashment allowed

7)      Min. leave allowed

#

Step 9:  Click Save and close the page. #

 

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