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Session Id :
Finance | Project Operations, Human Resources, ...
Answered

How assign task to employees in D365 HR ?

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Posted on by 229

How assign task to employees ?

how to get notification alert of task ?

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  • Verified answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi Aslam,

    You can follow the below process.

    1. Hire an employee. Go to Personnel Management > Hire Employee

    For the existing employee, Go to employees > Worker tab > Checklist

    pastedimage1612185339255v7.png

    Apply checklist

    2. In Hire form > Provide the name for Checklist

    pastedimage1612184839535v2.png

    3. Once the employee is hired then you can see an employee in Personnel Management > Activity

    pastedimage1612184808316v1.png

    4. Go to task management.

    Here you can assign or change the status of the task.

    pastedimage1612185116415v4.png

    5. Assign an employee to the user

    6. log in to the newly created employee. Go to ESS

    pastedimage1612185186534v5.png

    7. Click on the View task

    pastedimage1612185214886v6.png

  • Aslamjmk Profile Picture
    229 on at

    Thanks for your support

  • Rennecia Barran Profile Picture
    on at

    Is there a way for the task to be assigned during the tenure of the employee? Not just when they are hired? If so, can you advise how this is done?

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