HR (F&O)- Creating leave workflow for HR Admin to enter leave requests on behalf of worker with no access to ESS

Question

Hello,

We have a client where approximately 70-75% of their workforce do NOT have access to ESS or any technology (factory workers). All managers have access to ESS/MSS.

They wish to have their HR Admin enter the leave leave requests on behalf of the non-ESS workers, and have the workflow go to the worker's manager for approval.

Currently, for any requests submitted by the HR Admin, we can only get the workflow to go to the HR Admin's manager for approval, and NOT to the actual worker's manager.

We have reviewed the "Absence Manager" role but that did not appear to resolve the issue of the worker's manager being able to approve/deny the request via the MSS. (please let us know if we have not then fully understood the workings of absence manager role).

If anyone can share any ideas on this matter it would be greatly appreciated. Thank you!

Answer 1

@Helent Thanks for posting in our Q&A.

To clarify this issue, what did you mean "ESS/MSS"? If ESS means Employee self service, this issue is more related to Dynamics 365. It is not related to windows 365. Windows 365 is a cloud-based service that automatically creates a new type of Windows virtual machine (Cloud PCs) for your end users.

So, it is suggested to contact Dynamics 365 support to get more help. Here is the support link:

https://learn.microsoft.com/en-us/dynamics365/get-started/support/

Thanks for your understanding.

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Answer 2

@Helent Thanks for posting in our Q&A.

Remember, this is a textual representation of the workflow. To convert this into a visual diagram using Lucid chart or any other diagramming tool, you would need to map out each step, connecting them with appropriate arrows and annotations to represent the flow and relationships accurately.

Workflow: Customizing Dynamics 365 Ecosystem for Efficient HR Management

Define Objectives and Scope: Clearly outline the goals and scope of the customization process within the Dynamics 365 ecosystem for HR management.

Configure Custom Workflows:

Identify specific HR processes that need customization.

Use Dynamics 365's workflow designer to create tailored workflows for these processes.

Configure steps, conditions, and triggers for each workflow.

Define Roles and Permissions:

Analyze the roles within the organization's HR management.

Determine access levels and permissions required for each role.

Use Dynamics 365's security settings to configure role-based access control.

Leverage Manager Self-Service:

Enable Manager Self-Service within Dynamics 365.

Empower managers to handle HR-related tasks such as leave approvals, performance reviews, and team management.

Explore "Absence Manager" Role:

Investigate the capabilities of the "Absence Manager" role in Dynamics 365.

Determine if it aligns with your HR processes.

Customize the role's permissions and functions as needed.

Utilize Microsoft Learn Resources:

Access Microsoft Learn platform for D365 training resources.

Explore modules and tutorials relevant to custom workflows, roles, permissions, and "Absence Manager" features.

Training and Implementation:

Train HR staff and managers on the customized workflows, roles, and features.

Implement the configured solutions within the Dynamics 365 ecosystem.

Monitor the effectiveness and gather feedback for further improvements.

Continuous Improvement:

Regularly review the implemented workflows and roles.

Gather insights from user experiences and performance metrics.

Make necessary adjustments to enhance efficiency and user satisfaction.