KB01-017

Employees can view their leave balance information within Microsoft Dynamics GP Web Client for Comprehensive Leave Manager.  The employee will have access to the leave summary information on the Employee Leave Summary window and leave transactions information on the Employee Leave Transactions window.

Manager can also view the employee team leave summary and transaction information under the My Team tab in Microsoft Dynamics Microsoft Dynamics GP Web Client.  They can then select a team member to view their specific information.

Note: The system does require the user is setup with a limited user or self-service user in Microsoft Dynamics GP to access this information.  For further information on this setup, review the Web Client User Setup section below.

web client 1

Cards > Self Service > Leave Summary

web client 2

Cards > Payroll > Leave Transactions

Manager can also view the employee team leave summary and transaction information under the My Team tab in Microsoft Dynamics GP.  They can then select a team member to view their specific information.

web client 3

HR / Payroll > My Team > Leave > Leave Summary

web client 3

HR / Payroll > My Team > Leave > Leave Transactions

Web Client User Setup

The employee needs to have access to Microsoft Dynamics GP as a limited or self-service user. Assigning the limited or self-service user type allows this user to view Employee Self-Service information for the Employee ID linked to the GP user ID. To create the User ID open the User Setup window and assign the User Type Limited or self-service.

Microsoft Dynamics GP > Tools > Setup > System > User

User

Next, we need to link an Employee ID to the new User ID created in the previous step. From the Employee Additional Information Maintenance window, you can map the GP User ID to a specific Employee within Microsoft Dynamics GP for each Dynamics GP company that the employee accesses. This will allow the limited GP user to login and open the Employee Leave Summary and Employee Leave Transactions window and run What if Calculations for only their Employee ID.

Cards > Payroll > Employee > Additional Information button 

EMP ADD INFO

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Last Review:       April 2, 2015 – Revision: 1.0

Applies To:         

  • Comprehensive Leave Manager Microsoft Dynamics GP 2015