Finance | Project Operations, Human Resources, ...

D365HR - Workflow split between two hierachies

(0) Share

Report

Posted on by sjsbls

Hi,

We've got a client that needs a specific case catering for with absence management. They have some employees that have their absence approved by their line managers (e.g. office based staff) and some that might have their absence approved by someone else such as a head of centre (e.g. field staff).

On first look, the Absence Manager feature seems to cater to this. However, the client wants both types of staff to use the same leave type (i.e. Annual Leave). My impression is that one leave type can only be associated to one workflow, and one workflow to one hierachy type.

Is my understanding correct that if we were to assign an approval workflow to a Leave hierachy type (as per the absence manager feature) we would also have to give everyone a seperate leave hierachy assignment, even employees who should have their leave go to their line manager anyway? Is there any way we can avoid this, using the absence manager feature but not having seperate leave types depending on the type of employee?

Thanks

All responses (3)

Answers (0)

Suggested answer

KKUMARBPI on at

Like (0)

Report

RE: D365HR - Workflow split between two hierachies

Create workflow and assign the condition based on the leave type. I have done the same for my client.
Community Member Microsoft Employee on at

Like (0)

Report

RE: D365HR - Workflow split between two hierachies

HI Sam,

I'm not too familiar with how the Absence Manager functionality works, but I wanted to ask a potentially dumb question. Could you not have inside your workflow a series of conditional decisions that would then go into a sub-workflow? or maybe even kick it off with a Parallel workflow? I am assuming the standard Workflow Editor is being used? Yeah?
Suggested answer

EjazK 287 on at

Like (0)

Report

RE: D365HR - Workflow split between two hierachies

Hi Sam,

Yes you can only have one workflow per leave type. So if everyone has to use the same leave type, the only other option would be to put a condition in the workflow to direct the leave submitted by field staff differently. This would be limited by what fields are available in the workflow editor for you to work with