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Finance | Project Operations, Human Resources, ...
Suggested answer

Employee Performance Review Workflow Process

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Hi there,

I was asked to create a User Manual Document for Employee Performance Review Workflow Process for Client explanation. Basically I am a Technical person and new to functional part.  I would be grateful if anyone provides useful sources explaining the Employee Review process and backend Workflow Process for the same.

Thanks in Advance.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Employee Performance Review Workflow Process

    Hi,

    Are you using AX2012 or D365FO?

    For AX2012, the following HR related workflows are available:

    docs.microsoft.com/.../set-up-human-resources-workflows

    For D365FO you can get started on the following docs site:

    docs.microsoft.com/.../hr-setup-workflows

    Would be great if you could provide us with an update on the system version that you operate and whether you need any other information in regards to the workflow setup.

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    on at
    RE: Employee Performance Review Workflow Process

    Hi Ludwig, am currently looking for D365 FO.  I just need to explain the client in detail how an employee Performance Review Works using an Workflow and whats the Workflow Configuration for the same which explains the flowchart/hirearchy for the process. Thanks in advance

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Employee Performance Review Workflow Process

    Hi,

    You can find the detailed process description here incl. a small graphical overview.

    docs.microsoft.com/.../hr-develop-performance-management-overview

    Best regards,

    Ludwig

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Employee Performance Review Workflow Process

    moved this to the d365 forum

  • SteffiBansal Profile Picture
    38 on at
    RE: Employee Performance Review Workflow Process

    Hi,

    Please can you update on this, if you managed to create a detailed document on this topic? I am also looking for more information on this process, apart from MS docs, so your document will be of great help if possible for you to share.

    Thanks

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