In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
Most organizations will enable the buying and selling annual leave scheme that allows the employees to alter their entitlements. This could be due to either buying some additional leaves or selling some of their current entitlement. The advantage of using this scheme is that employees can cash out if they wish to use less than their full leave entitlement.
Microsoft Dynamics 365 Human Resources had this buy or sell leave feature under preview mode. There are some dependent preview features to be enabled first before enabling the feature, which had general availability starting August 2020.
Under Leave and absence > Links > Setup > Leave and absence parameters, user can enable either one of below or both as per the requirement:
Under Leave and absence > Links > Setup > Buy and sell leave policy, user can create different policies per year and can update the plan accordingly.
Policy types that are available to choose from based on units of measurement that is applied for leaves:
We can maintain tier-based maximum amounts based on months of service per leave type. System picks the months of service based on tier basis date selected in the respective leave plan enrollment of the worker.
A single record per leave type can also be fine if there are no such criteria.
Workers’ position FTE plays a crucial role and it could be a deciding factor to give full eligibility for buy and sell or give prorate-based eligibility. If FTE is not enabled, then everyone will get full eligibility.
We can mention rate and earning code too but if it taken care of on the payroll side, this can be ignored.
Same functionality as in buy policy, we can maintain tier-based maximum amounts based on months of service per leave type. A single record per leave type can be defined if there are no such criteria.
Likewise, FTE can be enabled if prorate calculation must be applied.
Once the policy is defined, it needs to be associated with the respective leave plans. For example, if the buy and sell leave policy is defined for annual leave type, then this policy must be associated with all active annual leave plans.
There are two separate leave request types now available apart from the regular leave request:
There is no workflow available for these requests, though Microsoft says a workflow will be enabled once this preview feature moves to general availability.
Here is how employees can access the buy or sell leave request:
User can open Buy leave request form from the above screenshot and add the details as mentioned below:
The screen will show Available to buy as 6.00 as per the eligibility of the worker. This indicates employee can raise a request for any value that is less than or equal to 6.00 but not more than that.
Click + Add and select the leave type and enter the amount that you are going to buy and click Submit.
Screen will show how much is requested and what the new balance would be. Once user submits the record, the employee cannot see the buy and sell leave requests that are submitted.
Here is how employee can access the sell leave request:
Employee can select the leave type and enter the amount that he/she intends to sell as shown below:
Once submitted, the balance will get updated accordingly.
Employee can see the updated balances for the respective leave type under Balances as shown below:
Employee cannot see the transactions either in Approved time off or Time off requests tabs.
Employees cannot see the requests that are submitted for buy or sell leaves. This can be seen only by the HR users under Leave and absence > Links > Manage leave > Buy and sell leave requests as shown below:
HR users can request buy leave on behalf of employees but not request for sell leave. In the worker record, in the action pane, under the leave tab, user can click on Buy leave request as shown below:
HR can raise a buy leave request on behalf of employee as shown below:
However, sell leave request is only available at ESS and its completely the employee’s choice.
Here are the two transaction types that are introduced as part of this process
Note: By default, system takes system date for these transactions and there is no option to modify the dates. Some organizations allow employees to do this transaction only once a year, and if that is the case a clear communication must passed to the employees defining the trading window.
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