Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Generating an overview...
Finance | Project Operations, Human Resources, ...
Suggested answer

Generating an overview of all exciting workers across legal entities

(2) ShareShare
ReportReport
Posted on by Stefanie Bruggeman 20

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 12,248 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

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,703 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,433 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans