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Same position reporting for 2 different positions workflow

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Posted on by EagleClaws

Director Budgeting and Planning reports for 2 positions, one to CFO and one to CCO. has some employees belonging to CFO and some to CCO. how to make the hierarchy in such a way that employees working under CFO workflow get assigning to CFO and employees coming under CCO, it gets assigned to CCO in relation to Director Budgeting and Planning.

Currently all employees under director budgeting and planning reporting is set to Chief Financial Officer.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

On each position for each employee, you should fill the report to position with the correct value, the employees who refer to CFO should has CFO position on the report To position.

Thanks,

Waed Ayyad

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EagleClaws 58 on at

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Thank you for the reply Waed, all positions reporting to Director Budgeting

Director Budgeting reports for two positions, in system we had to set the reporting for one position as it's not possible to assign for two positions.

Director Budgeting manages two divisions with different positions, each division CXO is different, we want the workflow hierarchy to assign workflows related to each division to it's respective CXO.

In system we can't assign Director Budgeting for 2 positions and, we just need the workflows to go to the relevant CXO.

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André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

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Hi EagleClaws,

I have some questions to be able to understand the full scenario before making a suggestion. When you talk about workflows, are the "CFO" workers and "CCO" workers participating in the same workflow? Is the director B&P then also one of the approvers or not?

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

Did you try to use relationship to assign another manager to the position?

Check this link:
https://learn.microsoft.com/en-us/dynamics365/human-resources/hr-personnel-positions

Thanks,
Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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ZvikaR 168 on at

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Let me see if I understand - for the same workflow, director of budgeting have 2 teams reporting to him.

One team reporting to him, and from him approval goes to CFO

Second team reporting to him, and from him approval goes to CCO

Is that it?

In such case what you need is to assign the Director of budgeting to 2 positions.

First position reporting to the CFO, with all employees on team A reporting to that position.

Second position reporting to CCO, with all employees on team B reporting to that position.

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EagleClaws 58 on at

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Dear ZvikaR, thank you for the good suggestion, we assigned two positions for same person, each position contains it's own subordinates, however when worker from position B submits a workflow it picks the hierarchy to of A instead of B as A is the primary position, positions does not affect the hierarchy.

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