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Personnel actions FAQ

Applies to these Dynamics 365 apps:
Human Resources

This article provides answers to questions you might have if your organization uses personnel actions. Personnel actions are extra steps you must complete when you perform certain personnel-related tasks.

Examples of tasks that might require personnel actions include:

  • Creating new positions.
  • Modifying existing position values.
  • Hiring new workers.
  • Transferring workers.
  • Changing worker compensation.
  • Changing position assignments.
  • Terminating workers.

Note

Personnel actions are available only if you set the Enable worker actions and Enable position actions fields to Yes in the Personnel actions tab on the Human resources shared parameters page.

How can I tell if my organization requires personnel actions?

Personnel actions are required by your organization if you're asked to select a personnel action when you create new positions, change existing positions, hire new workers, transfer workers, change worker compensation, change position assignments, terminate workers, or enter leave for workers.

What is the difference between a position action and a worker action?

There are two types of personnel actions:

  • Position action – A position action is performed on existing positions or new positions. For example, a position action might be required if you change a value on an existing position or if you create a new seasonal position.

  • Worker action – A worker action is performed on existing employees or new employees. For example, a worker action might be required when a new employee is hired or an existing employee is promoted.

What do the statuses of the personnel actions mean?

Personnel actions can have the following statuses:

  • Draft – If workflow is used, the action isn't submitted. If workflow isn't used, the action isn't completed.
  • In review – The personnel action is submitted to workflow, but the workflow isn't completed.
  • Approved waiting – The workflow is completed, but the changes are still in process. Canceled – The workflow was canceled or the personnel action was recalled. Rejected – The approver rejected the action request.
  • Processing action – The action request is approved and the changes are being processed.
  • Workflow complete – The workflow is completed and the changes are processed. Failed – The workflow failed because the information is out of date. Select Reactivate to display the latest information and continue.
  • Completed – The position is successfully created or modified, or the employee is successfully hired, transferred, or terminated, or had their compensation changed. Error – A problem occurred other than information being out of date. Open the Personnel actions message log to determine the cause of the error.
  • Denied – The approver denied the action request.

Can I delete a personnel action?

Yes, you can delete personnel actions that have a status of Draft, Error, Failed, or Canceled. You can delete personnel actions that have a status of Completed only if you've set the Allow deleting completed worker actions option to Yes on the Human resources shared parameters page.

What is the fastest way to check the status of a personnel action request?

Open any of the Personnel action list pages and select a personnel action.

What should I do if a personnel action request fails?

If a personnel action request fails, follow these steps to resolve the error and resubmit the request:

  1. On the Action Pane, select the Error text button to view the message text that describes the problem.

  2. On the Action Pane, select Reactivate to load the latest information and set the status of the personnel action back to Draft.

  3. Resolve the error, and then select Complete or Submit.

What happens to a personnel action that uses workflow when the final approval is completed?

If there are no errors, the personnel action becomes read-only. (You can view the history on the All worker actions list page, but you can't change the personnel action.) When the status of a personnel action is Completed, the position or worker record is already updated. To view the changes, open the Positions or Workers list page.

Why do I receive the following error when I enter a nonzero value in the Pay rate field? "The value is out of its valid range – it must be between 0.00 and 0.00"

You receive this message because the Level field on the Job page is blank for the job that is associated with the selected position.

To resolve this error, follow these steps:

  1. On the Worker position assignments page, select the Position field.
  2. Select the Job field value to open the Job page.
  3. On the Action pane, select Edit.
  4. Select the Compensation tab.
  5. In the Level field, select a level.
  6. Close the Job page.
  7. Close the Position page.
  8. Return to the Compensation tab on the Worker page, select Fixed compensation. Select New and enter the employee's position in the Position field. Enter a value in the Plan field, and then enter the employee's compensation in the Pay rate field.

Why can't I change the effective date on the header of the Worker action page?

You can't change the effective date because the field is populated with the most logical date for the action type.

For example:

  • The effective date in the header of a Terminate a worker action is the date you enter in the Termination date field.
  • The effective date of a Hire a worker action is the date that you enter in the Employment start date field.
  • The effective date of a Transfer a worker action is the date that you enter in the Assignment start date field for the worker.
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