A workflow for leave and absence requests within Dynamics 365 Human Resources can automate the process of submitting, approving, and tracking employee leave requests. This can include the following steps:
Employee submits leave request: The employee can use a form within Dynamics 365 to submit a leave request, including the start and end dates of the requested leave, the type of leave (e.g. vacation, sick leave), and any relevant notes or comments.
Auto-approval: Depending on the type of leave and the employee's remaining leave balance, the request may be automatically approved by the system without the need for further review.
Manager approval: If the request requires further review, it is sent to the employee's manager for approval. The manager can view the request details, approve or reject the request, and add any comments or notes.
Notifications: Depending on the configuration of the workflow, notifications can be sent to relevant parties, such as the employee, the manager, and the HR staff, to keep them informed of the status of the request.
In this article, we will dive into two standard workflow configurations: Auto approve and Manager approve. Please note that these are two simple scenarios, you can add complexity if you want but these are the main workflows you will come across during D365 HR implementations.
⚠️ Before we start just a reminder: if you don´t have your position hierarchy created in Dynamics 365 Human Resources nothing is going to work. Make sure to check that out before starting. ⚠️
Auto approval means that once the users send the request, it will be approved. This is used in some scenarios for sick leave. Below you will find the step-by-step with all the guidelines on what you will need to do.
In this first screenshot, you will have just the box and the start and end. Sometimes you will need to drag the Approval leave request inside the yellow box. Connect the start with the approval box and the approval box with the end.
Next, you'll go to Properties, where you will find four different tabs, review them all.
1. Basic settings: name your workflow
2. Automatic actions: select the automatic action condition.
3. Notifications: manage notifications.
4. Advanced settings: mark as follows
When this first part is sorted, you'll need to step into the tiny box with the Automatic Approval name. Once again you'll have four tabs to add/edit information. Go to Properties.
1. Basic settings: for notifications, create the work item subject as well as the instruction. You can include placeholders.
2. Assignments: You will have four tabs to complete.
Assignment type: Workflow user
Workflow user: workflow originator
Time limit: I always use one week, you can use another timeframe that works for you.
Completion policy: as shown below
3. Condition: always run this step.
4. Escalation: leave it as it is.