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Finance | Project Operations, Human Resources, ...
Suggested Answer

D365HR - Workflow split between two hierachies

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Posted on by 80

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

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  • Suggested answer
    EjazK Profile Picture
    287 on at

    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

  • Community Member Profile Picture
    on at

    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
    KKUMARBPI Profile Picture
    on at

    Create workflow and assign the condition based on the leave type. I have done the same for my client.

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