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Now that we have the approval workflows necessary based on Margret’s explanation lets define the leave and absence types and link the approval workflows😀 There are 3 leave and absence types to be defined for Hogwarts manufacturing:
- Vacation – from balance to be approved by manager
- Business training – No balance needed but to be approved by manager
- Wedding – No balance needed but to be approved by Margret
Follow the steps below to know how to define them on Dynamics 365 Human Resources:
Step A: Navigate to Leave and absence workspace > Links > Leave and absence types
Step B: Create New: Vacation leave and absence type as illustrated in the screenshot below and select the correct approval workflow
Step C: Add a carry forward leave and absence type and define the accrual rule to move the balances and expiration of the same
Step D: Now adjust the Vacation leave and absence type and set the carry forward rule:
Important note: Select the effective date on the expiration rules as today’s date. This one needs a separate blog post explain why?😉
Step E: Create New: Business training leave and absence type as illustrated in the screenshot below and select the correct approval workflow
Step F: Create New: Wedding leave and absence type as illustrated in the screenshot below and select the correct approval workflow
2 more steps to go to complete the configuration to make Margret happy🤩 Stay tuned for the my next blog post…
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