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

Performance Review Configuration in D365 FO

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Posted on by

Hi

In D365 FO , I have created a workflow for performance review. How to link the workflow with the review process?  When I created a review , the workflow icon doesn't populate. 

Thanks

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Heshu,

    Can you share more details of what you created, how and where?

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    on at

    Thanks for the reply. In the HR workflow I created Worker Review workflow. I want the workflow to work in performance review form

    Begin review button is showing now. I thought it would show as workflow something. Begin review is the right one I suppose.

  • Community Member Profile Picture
    on at

    But after begin review ,I am unable to change the process - in progress though I configured in workflow for hierarchical managerial as 1

  • Community Member Profile Picture
    on at

    Hi  

    In the workflow review, the instance is not getting initiated. I have created workflow for worker review. Once its created ,am noticing that once the employee create a review ,the begin review button shows, once the employee clicks the begin review, then the next process to change in progress to ready to review is not happening. It's read only. Unable to change the status. I am not sure if am missing some settings for workflow

    Thanks

  • Suggested answer
    Michal Krejza Profile Picture
    Microsoft Employee on at

    Hello Heshu,

    Have you seen following documentation where this is being explained: Workflow for performance management

    Please let us know whether this helped you to setup the process correctly. 

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