Tracking absence balance changes

By | 7th May 2019

Back when I was a SAP user, unpicking payroll queries involving absences was one of my FAVOURITE things to do. Now, you could argue that I need to get out more, but I enjoyed the fact that SAP was always right. Even if what was going on looked completely illogical at first, it never was. You just had to know the logic it was applying and the order in which things were happening.

So when the new leave and absence features showed up in Talent, there was one thing we were asking for straight away – visibility of the absence transactions that could show why the balances were displaying the numbers they were.

Now – you’ve always been able to get to this info, but previously you had to go into the Excel add in and open up the ‘leave and absence bank transactions’ entity.

Not any more, however!

Now you just go into the people hub, and find the person whose balances you’re investigating. Click on the ‘leave and absence’ tab:

Leave balance screenshot

If you then hover over the current balance figure on card corresponding to the leave type you’re investigating, you’ll see it’s a hyperlink.

Clicking on that hyperlink will take you to a page showing the leave and absence transactions that have been used in the calculation of that balance.

Bank transaction table screenshot

Very useful indeed, if you’re the sort of person who likes to know exactly how everything gets calculated, to the last penny.

And that wouldn’t be me. No. Not at all. I am not ‘that guy’.

Much.

One thought on “Tracking absence balance changes

  1. Pingback: Suivi des modifications du solde d’absence – All about Dynamics 365 for Talent

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