Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Human Resources forum / How do you allow users...
Human Resources forum

How do you allow users/workers/employees to access employee self service?

(0) ShareShare
ReportReport
Posted on by Nathanius42 10

Hello,

I have set up Dynamics 365 for Talent for a client and am unable to locate resources online which instruct you where to go from the point where you have an employee set up, and this "person" record linked to a "user" record that you've imported from Azure AD to where that user can then access Teams and the self service functions.

There seems to be a disconnect between what I've set up and that important part of the system, where do I go from here? To summarise, I have essentially followed all the steps outlined in Module 1 of this DLP course https://mbspartner.microsoft.com/D365/CourseModules/1605 and gone through most of the other modules. I could not identify the "how to" for getting a new user set up from start to finish.

Thank you!

Categories:
Employee and Manager Self-service
  • Suggested answer
    Nicu Aleman Profile Picture
    Nicu Aleman 2,587 on at
    RE: How do you allow users/workers/employees to access employee self service?

    You should verify 2 more things:

    1) do they have right license (in office 365)

    2) do they the correct security role allocated? (as you can see in my screenshot above, this user has a Sys Admin role, but your users should have other roles assigned - Manager, Employee, Recruiter.

    maybe you could ask a user to login and send me a screenshot of their error.

    regards,

    Nicu

    read my blog: https://talent.aleman.ro

  • Nathanius42 Profile Picture
    Nathanius42 10 on at
    RE: How do you allow users/workers/employees to access employee self service?

    Thanks Nicu,

    I did do that originally but not for my Admin user, after creating a "worker" and linking as you described I was able to personally access the self service functionality. I will need to investigate as the user which reported not being able to sign in to see what other issues there may be

  • Suggested answer
    Nicu Aleman Profile Picture
    Nicu Aleman 2,587 on at
    RE: How do you allow users/workers/employees to access employee self service?

    Hello,

    this is very easy. after importing the employee Azure AD profile, open the profile and edit the Person field. Click on it and choose the employee form the directory.

    user_5F00_pic.png

    regards,

    Nicu

    read my blog: https://talent.aleman.ro

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans