Managing Leave and Absence in Dynamics 365 Human Resources

Managing time-off requests and maintaining compliance can quickly become administrative bottlenecks for any HR team. This course provides a clear, step-by-step written guide to setting up and managing leave and absence tracking within Dynamics 365 Human Resources. You will progress from understanding core HR terminology to configuring complex leave types, accrual plans, and automated approval workflows. By the end of this course, you will be able to confidently administer time-off policies that align with your organization's operational needs. What you'll learn: - Understand foundational leave and absence concepts, including plan types, accruals, and transaction types. - Configure global parameters and compliance settings tailored to your organization. - Create custom leave plans with automated accrual schedules and custom tracking periods. - Establish request and approval workflows to streamline employee self-service. - Apply modern HR best practices for tracking and reporting on leave balances. We begin with the core concepts of absence management before walking through step-by-step configuration guides for plans, eligibility rules, and workflows. You will also learn how to manage day-to-day requests and adjust balances using written scenarios. This course is designed for HR professionals, system administrators, and functional consultants who are new to Dynamics 365 Human Resources, with no prior configuration experience required. Start reading today to simplify and automate your organization's leave management processes.