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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Employee On-boarding

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Posted on by 1,085

Hello Community Experts,

There is an urgent requirement where, i need to create a model driven app

The app should consists of below process, they are not planning to use any other module, they want everything to be developed from scratch and given as a model driven app

1. Prior to starting, a manager will submit the employee details to HR and IT

2. HR will set up the payroll process

3. IT will set up the equipment process

4. Once HR and IT has completed the set up, the manager who created the employee should be informed about all the details which HR and IT has set up

5. After starting, the manager will run through the checklisr

6. Manager should have visibility of before and after starting process

7 HR should be able to ensure if on-boarding checklist has been completed within first two weeks of joining

8. IT needs to be able to ensure that the equipment is set up prior to the emp start date

9. Salary info should be visible to only HR and Manager

10. System should create a calendar event to celebrate employee probation period and the calendar is a list in sharepoint

How do i achieve the above requirement

What all fields and how many entities should i take

Is everything possible using out of the box?

Kindly advise experts

I have very short time to complete this

Please share your valuable ideas and info

Best Regards,

Sumaira Noor

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Sumaira,

    This could theoretically be done using OOTB, but it requires a lot of effort to implement and perfect.

    Let me talk about the general idea.

    First of all, we need to create multiple entities, such as employee, payroll, equipment, checklist. 

    Their relationships are as employee:payroll = 1:N, employee:equipment = 1:N, employee:checklist = 1:N.

    Also need to create three business unit 1) the department of the employee, 2) HR, 3) IT.

    Managers have full access to employee records.

    1. Prior to starting, a manager will submit the employee details to HR and IT

    We can submit employee records by sharing.

    Or choose a team for the employee's owner, because different business departments can access records through the team.

    The specific plan should be decided according to your business needs.

    2. HR will set up the payroll process

    We can create a BPF to represent payroll and add it to the payroll form.

    3. IT will set up the equipment process

    We can create a BPF to represent equipment and add it to the equipment form.

    4. Once HR and IT has completed the set up, the manager who created the employee should be informed about all the details which HR and IT has set up

    When the payroll BPF or equipment BPF is finished, run the workflow or flow, check whether the payroll BPF and equipment BPF are both finished, and if yes, send an email to the manager.

    5. After starting, the manager will run through the checklist

    Create two two option fields for checklist, the first one is used to indicate whether the checklist has been run, and the second one is used to indicate the run result.

    Create a workflow or Flow, which is triggered when the first two option field is changed, the condition is that this two option field equals Yes, all the onboarding procedures of the employee are completed, the action is to change the second two option to Yes.

    6. Manager should have visibility of before and after starting process

    The manager has access to the employee, payroll, equipment, and checklist entities.

    7. HR should be able to ensure if on-boarding checklist has been completed within first two weeks of joining

    Create a scheduled flow that runs every day, search for all the checklist records whose the second two option field equals No, and that will take more than two weeks, make them as an HTML table, send an email to HR.

    8. IT needs to be able to ensure that the equipment is set up prior to the emp start date

    Create a scheduled flow that runs every day, search for all the equipment records whose BPF is not finished, and are about to reach the start date, make them as an HTML table, send an email to IT.

    9. Salary info should be visible to only HR and Manager

    The payroll entity only enables Read permission for HR and Manager.

    10. System should create a calendar event to celebrate employee probation period and the calendar is a list in sharepoint

    As this is mostly about Sharepoint, I recommend you seek help from Sharepoint experts in Sharepoint forums.

  • Sumaira Noor Profile Picture
    1,085 on at

    Thanks a lot for the help Lu

    I implemented most of the functionalities following your suggestion

    Thanks again for the valuable ideas

    Best regards

    Sumaira Noor

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