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Request time off

Applies to these Dynamics 365 apps:
Human Resources

In Dynamics 365 Human Resources, you can submit requests for time off, view your vacation and leave balances, and see the status of your leave requests.

Request time off

  1. In the Employee self service workspace, select Request time off in the Time off balances tile.
  2. Enter information for Leave type, Reason code, Start date, and End date.
  3. Under Dates, select the dates for your leave request.
  4. If you need to submit any supporting documentation, select Upload under Attachments.
  5. Enter information in Comment, if needed.
  6. Select Submit when you're ready to submit your request. Otherwise, select Save draft.

When you submit a new leave request, you can select different leave types to construct your leave request. However, all leave types that you select as part of a single leave request should have the same leave unit. You can view the leave unit for each leave type on the Request time off page.

Add an attachment to an existing request

When updating an existing time off request, you can add an attachment. You can also see all the related requests for a specific date.

View leave balances

  1. In the Employee self service workspace, select More (...) in the Time Off Balances tile.
  2. Select Balances.

View leave request status

  1. In the Employee self service workspace, select More (...) in the Time Off Balances tile.
  2. To view your approved time off requests, select Approved time off. To view your pending time off requests, select Time off requests.

Cancel time off requests

Note

The Cancel time off option is available when the feature Leave request workflow experience enhancements is enabled in the Feature management workspace.

  1. In the Employee self service workspace, select View time off in the Time Off Balances tile.

  2. On the Time off page, select one or more time off requests to cancel.

  3. Select the Cancel time off button.

  4. In the Cancellation details pane, enter a comment and then select Submit.

    Cancel leave request.

  5. You can't mandate attachments for cancellation of a time off leave request.

Note

If you mandate an attachment for updating a time off leave request and select Update time off to cancel a leave, when the Amount is 0, you must upload an attachment. If attachments aren't required, use the Cancel time off option.

See also