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Time's Up! Using expiration rules to manage leave in D365 HR

Actualizado: 18 feb 2023

One of the most common questions during Dynamics 365 Human Resources implementation is the possibility to expire carry-forward balances from Leave and Absence plans. This is basically the elimination of absence that remained from previous periods. During the projects I've been involved in, I've seen a variety of leave types, plans, and accruals, but this topic is cross-country in most cases.

There is a tiny feature within Dynamics 365 Human Resources where you can set this expiration rule that will automatically eliminate the balance from the previous period. The feature is more than easy to use, but of course, will require all the previous elements from Leave and Absence to be created (parameters and types).

It's called Expiration rules, let's see how Microsoft defines this feature:

In Dynamics 365 Human Resources, you can define expiration rules for leave and absence plans to automatically expire leave requests after a specified period of time. This can help organizations to better manage employee leave balances and ensure that employees use their leave entitlements within a specified timeframe.

One of the common cases faced during implementation projects is the need to carry forward for a certain period the remainder of hours/days. Let's see this with an example.

How can we address this requirement with the functionality we have? It is really simple, just log into Dynamics 365 Human Resources / Finance > Leave and Absence > Leave and Absence types > Expiration rules and complete. The video below shows how easy it is to set up.

With so many different leave and absence plans to manage, it's important for organizations to have the right tools and features in place to ensure that their employees are taking time off when they need it, while also keeping the company running smoothly. The expiration rules offered by Dynamics 365 Human Resources are a great way to help organizations achieve this balance, by setting up rules to automatically expire leave requests after a certain amount of time.

Have you tried it already?

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Hi, the video is really great! My question refers to vacation that goes after the one that you have created? At what point should I need to edit this date (Effective date) to refers on 2024? Or should I create new Leave type? Thanks Nina

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