Dynamics Community Forum Thread Details

Employee Self Service Workflows

Hello,

We recently just set up workflows for our self-service portal. We currently are using employee profile changes, direct deposit changes, and W4 changes. After testing all of the workflows they work decent. However, we are coming across a couple nuances.

1. A "workflow" never really completes. Say you need to update your marital status one month and the next month you have to update your home address. You would have to "recall" your first request and then "resubmit" the address change. This seems like a step we don't want or don't need. In fact, it makes the experience for the end user more difficult.

2. When making changes to any of the workflows, the approver can't see in detail what changed. For example, if someone changes one small detail on their personal card, the only way to see a change is if you pulled up their active card and compared it to what change they are trying to make. Again, makes it more difficult for users to approve.

Has anyone experienced this? If so, are there are fixes to make it more user friendly?

Categories:

Microsoft Dynamics GP

Hi Kelsey,

This is Terry, I can assist you.

I understand from the notes above, that after completing an Employee Profile workflow the end user goes and makes another change. This change prompts the end user to recall the workflow vs. re-submitting it.

This is considered working as designed. The reason behind this is because there is a single workflow record for each employee and when a new change is made this single record is recalled. This is different than a PO approval workflow or Payroll timecards as an example where there are unique PO’s / timecards you approve each time.

It would be nice to see something within GP that allowed for this feature beyond what is already provided. I have checked the current product suggestions and could not locate one, I would recommend filling one out and having everyone you know vote this up. The more votes a product suggestion has the better visibility it has with our development.

I have included the link below to our product suggestion website.

Microsoft Ideas

https://experience.dynamics.com/ideas/categories/?forum=771cc5ac-c117-e811-8105-3863bb2e0320&forumName=Dynamics%20GP

What we did add in the new self service is these comments to the approver, letting them know what area the change was made so they are aware when they approve