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Re-assigning a Team

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Posted on by Mancini Magic

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Hi,

My client records sickness using a Leave and Absence Plan but only the managers can record this on behalf of their Team. This is controlled using rules in the associated workflow.

However, if the Manager is absent for a period of time, then they would like to be able to delegate the team to a covering manager, so that this person can enter the sick leave on their behalf. Would anyone know if there is a way to manage this other than reassigning the manager's position to the covering manager?

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Mancini Magic 103 on at

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RE: Re-assigning a Team

Thanks for your reply, Alice.

best regards
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Alice Bossen on at

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RE: Re-assigning a Team

Hi Mancini,

As André suggest on the Dynamics ideas site, you can search for ideas and vote for it or create a new one: https://ideas.dynamics.com.

Best regards,

Alice Bossen

SME Lead Human Resources

Sr. Support Engineer

Dynamics 365 for Operations

Customer Services and Support
Mancini Magic 103 on at

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RE: Re-assigning a Team

Thanks again Andre, for your reply.

I definitely agree but thank you for your input.

Best regards
André Arnaud de Cal... 291,431 Super User 2024 Season 2 on at

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RE: Re-assigning a Team

Hi Mancini,

I'm struggling with the idea to change the position as this can have other side-effects when the stand-in also has a certain team. However, in your scenario it looks like there is no other option.

On the Dynamics ideas site, you can search for ideas and vote for it or create a new one: https://ideas.dynamics.com
Mancini Magic 103 on at

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RE: Re-assigning a Team

Thanks Andre for the reply.

The client is okay with delegating the workflow. However, their issue is that they want a stand-in manager to be able to submit the sickness leave for the absent manager's team members. As these team members do not report to the stand-in manager, he/she hasn't got access to them in the team area of the ESS and so can't submit their sick leave for them. I can only suggest that the absent manager's position is reassigned to the stand-in manager, unless someone has a neater solution...
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André Arnaud de Cal... 291,431 Super User 2024 Season 2 on at

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RE: Re-assigning a Team

Hi Mancini,

On the user options, you can define delegates for a period of time. During this period, all workflow will be assigned to the person setup as a delegate; regardless of his/her position. Not completed workflows still needs to be re-assigned.