web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Line Manager adding a (recurring) task to Dynamics HR

(0) ShareShare
ReportReport
Posted on by 40

In Dynamics HR, is it possible to add Tasks manually through Employee Self-Service or via any other means, or can they only be created automatically via workflows

I have the same question (0)
  • Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi TheInterestedOne,

    Do you mean onboarding/offboarding/transition task?

  • TheInterestedOne Profile Picture
    40 on at

    Hi Parag,

    A scenario would be a member of staff has a serious allergy that we need to review as part of our risk management process every 12 months.  The line manager needs to conduct that risk assessment for that individual.  We'd like the line manager to be able to create a task relating to that individual to ensure we undertake the risk assessment at the appropriate time.  The member of staff isn't in an onboarding/offboarding situation.

    Thanks.

  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi,

    Thank you for your explanation.

    Do you think you can just create a checklist and assign a task under the checklist? Assign that checklist to employees.

    This can be done via Personnel management > Checklist

    pastedimage1615910852049v1.png

    pastedimage1615910901990v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 393 Super User 2026 Season 1

#2
Subra Profile Picture

Subra 385

#3
Martin Dráb Profile Picture

Martin Dráb 252 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans