How do you handle more than 1 worker in same position during handover/transition?

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Posted on by Community Member Microsoft Employee

It's very common to have an existing worker and their replacement overlap during a transition/handover, usually a few days or weeks. Talent won't allow you to assign more than one worker to the same position where dates overlap - it errors. Am I missing something or is there a way to override this rule?

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DynamicsHR 40 on at

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RE: How do you handle more than 1 worker in same position during handover/transition?

I haven't heard any updates on this either, this is a common issue being faced by every organization that has Dynamics HR and all my clients criticize this standard miss.
Ramson 45 on at

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RE: How do you handle more than 1 worker in same position during handover/transition?

Just wondered if there is an update on this or this has been on roadmap for an awfully long time.

There is a real need for this functionality...
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Community Member Microsoft Employee on at

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RE: How do you handle more than 1 worker in same position during handover/transition?

Thanks Tom for clearing this up. We ended up implementing the work-around you've outlined as a two step process.

1. Hire into an open temporary position reporting to the same manager;

2. Create a future worker assignment into current employee position when vacated.
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HRTom 1,171 User Group Leader on at

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RE: How do you handle more than 1 worker in same position during handover/transition?

Hi Fred - late reply, sorry - and you're not missing anything. I believe there is a roadmap item to address this but for now you need to create a duplicate position for the replacement worker.