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Generating an overview of all exciting workers across legal entities

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We work with 20 different legal entities in Dynamics 365 HR, all of those have employees with employee contracts that expire and the workers will be exciting. HR has to renew the contract. However, we have to look in every legal entity for itself to see which employees are exciting. Is there a way to generate an overview of all exciting workers across legal entities? Or to set up a workflow so the HR Assistant gets a notification when a worker is exciting? 

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,250 Most Valuable Professional on at
    RE: Generating an overview of all exciting workers across legal entities

    Hi Stefanie,

    I suggest you use the Odata excel report. This will give you all company data including employment dates. You don't need to import or export data manually and save time. This will automatically refresh data for you and you can filter the data as per your requirement.

  • Suggested answer
    EjazK Profile Picture
    EjazK 287 on at
    RE: Generating an overview of all exciting workers across legal entities

    HI Stefanie, 

    In the employee list you should have this option as below. If you don't then you need to activate the feature 'streamlined employee entry'

    pastedimage1644233713050v1.png

    You could set up a notification as part of task management offboarding checklist or if you want email notification you have to build power automate solution

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