Leave and absence integration

This feature is introduced to integrate the Leave & Absence created in D365 Finance to Project Operation. The standard HR functionality of leave and absence creation in D365 Finance is synchronized with Project Operations via dual write. Any leave request raised/cancelled/updated in Finance will be synchronized with ProjOps.

Automate leave and absence processing parameter in D365 Finance

A new parameter field is introduced on the Project management and accounting parameters form in D365 Finance, which controls the automatic creation of leave request records in the Leave and Absence table after completion of the leave request approval process.
Project Management and Accounting > Setup > Project management and accounting parameters > Project Operations on Dynamics 365 Customer Engagement (tab) > evergreen Operations (fast tab)

Process Leave and Absence parameter in D365 Project Operations

A new parameter is introduced in ProjOps which controls the automatic creation and posting of time entries in ProjOps.
Proj Ops > Settings > evergreen Parameters > HR integration (tab) > Leave and Absence Integration (group)

Leave and Absence Integration form in D365 Finance

This form is introduced in D365 Finance which lists the Time offs and Leave of absence type of requests created in the system. As soon as the leaves are approved and the Approval status changes to ‘Completed’, entries are created in this form with respective bookable resource name, date, type of leave.

Project Management and Accounting > evergreen Operations > Leave and Absence Integration

Multiple fast tabs are provided in the form which gives a filtered view of list leave requests.

• Time off – displays list of leave request of type ‘Time off’ (Vacation)
• Leave of absence – displays list of leave request of type ‘Leave of absence’ (Absence)

An ‘Update’ button is provided on the form, when clicked, the system checks if any time entries are posted but are not created in Leave and Absence integration table and then creates the same. The parameter ‘Update approved leave and absence’ must be enabled before clicking on the button ‘OK’ as shown below.

Note: Same periodic job available to be run manually or recurring batches in below path
Project management and accounting > evergreen operations > Project invoice integration

Leave calendars form.

A new form is introduced as ‘Leave calendar’ in the Resource module, which displays the list of Vacations/Absence entries created in F&O.

Resources > evergreen > Leave calendars

Leave request information (Creation/Cancelation/Updates) can be viewed in Time entries form.

Multiple views are provided in the dropdown as shown in the above image, which displays the filtered list with different types of leave – Vacation and Absence.

Following buttons are added to the form:
• Reload leave:
This button triggers the dual write service which creates new leave requests/cancellation if any from the last dual write sync.

• Last reload on:
This button displays the Date/Time of the last dual write sync.

• Time entry update:
This button updates the leaves manually if the Process leave and absence parameter is disabled. With the click of this button, the system checks the Leave calendar table for any pending entries that are not updated yet and creates/cancels/updates the leaves in ProjOps..

• Time entry clean up:
In case of cancellation, the time entries are returned in ProjOps, but the deletion takes time. Hence, it can be done manually with a click of this button. The system checks for all entries that are Returned but not deleted and deletes them from the system. If not done manually, then the system automatically deletes the time entries once the system job completes.

Security roles

The below roles must be added to the user or the respective Team, to enable access the functionality:
• evergreen standalone maintain
• evergreen standalone view
• evergreen integrated maintain
• evergreen integrated view
• Dual write runtime user
• Dual write app user

Note: For posting of leave requests in ProjOps, the users that book time entries must have a Project manager associated in ProjOps.