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Line Manager adding a (recurring) task to Dynamics HR

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Posted on by TheInterestedOne

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

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Parag Chapre 12,271 Most Valuable Professional on at

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RE: Line Manager adding a (recurring) task to Dynamics HR

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
TheInterestedOne 40 on at

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RE: Line Manager adding a (recurring) task to Dynamics HR

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.
Parag Chapre 12,271 Most Valuable Professional on at

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RE: Line Manager adding a (recurring) task to Dynamics HR

Hi TheInterestedOne,

Do you mean onboarding/offboarding/transition task?