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Finance | Project Operations, Human Resources, ...
Answered

Ways of Showing Level Hierarchy in D365 HR

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Posted on by 10
Hello D365 Community

We're working on implementing an automatic level hierarchy within Dynamics 365 HR that is based on the existing position hierarchy. Our goal is to determine and display the hierarchy level for each position in relation to the entire organization structure.

Currently, we recognize that the position hierarchy is driven by the 'Reports to position' attribute associated with each position. Nonetheless, we want to enhance this setup by assigning hierarchy levels to positions that reflect their rank in the organization, such as:

N: General Manager (Highest level)
N-1: Senior Management (Second highest level)
N-2: Management (Third highest level)
N-3: Junior Management (Fourth highest level)
(See print screen attached)


Our aim is to have these levels automatically calculated and updated within D365 HR based on changes in the position hierarchy and reflected on the position information. Has anyone in the community managed to achieve something similar or have insights on how to configure this in D365 HR? Any advice on best practices or tools that might assist in automating this process would be greatly appreciated!
 
Thank you in advance for your help and suggestions.

     
2025-05-15 08_45_45-Position hierarchy -- Finance and Operations.png
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  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,194 Super User 2025 Season 2 on at
    Hi Jippys,
     
    Can you tell us where exactly the hierarchy levels needs to be visible? Do you want to store it on the position details? Anyway, there is no configuration for this and it requires a customization.
  • Jippys Profile Picture
    10 on at
    Hi André

    Thank you very much for your quick response!

    Initially, the hierarchy levels should have been maintained on the position form, however if it is not possible to track that by default, we might take a customization into consideration. 
     
    It would have made sense to me that an automated information like this would be easy to track somehow in the standard version, especially because the 'Reports to position' data is the base of that.
     
    Anyway, thanks a lot again!

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