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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Does a user account ha...
Finance | Project Operations, Human Resources, ...
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Does a user account have to be linked back to a worker 'Person' field on the user details screen

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Posted on by TAgnew 26

D365 FO - does a user account have to be linked back to a worker 'Person' field on the user details screen. We have not fully deployed the Human Resources module for our D365 but when I took over account creation I was told when you create a user account, a HR worker account has to be created and linked back to the 'User' account via the 'Person' field. I believe this is only required for users who need to 'approve' things but where I wasn't here from the beginning I'm not sure how the workflow works.  Does anyone know the answer to this?

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    Ramit Paul Profile Picture
    Ramit Paul 22,375 Most Valuable Professional on at
    RE: D365 FO - does a user account have to be linked back to a worker 'Person' field on the user details screen

    I would always recommend creating just one worker record and assigning the same.

    In some of the forms, if the person is not linked, there will be a stopper such as Expense management, Purchase Requisition.

    In some of the form, this can lead to some extra manual work, such as vendor invoice Journal requiring the "Approved by" field to be filed in, hence every time user need to update that same if the person is not linked.

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    nunomaia Profile Picture
    nunomaia 11 Moderator on at
    RE: D365 FO - does a user account have to be linked back to a worker 'Person' field on the user details screen

    Worker is an optional field when creating a user.   Worker is a generic entity and is not tight coupled to HR. 

     In some areas you need to set up workers because you adds extra info not available in Users For example Workflows.

    If you require warehouse mobile devices, these warehouse users are set up in workers and not in main user form.   

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    RE: D365 FO - does a user account have to be linked back to a worker 'Person' field on the user details screen

    Hi,

    You do not need to map an account to an employee record(person).

    Assume you have to create a user for a consultant but has no record as an employee.

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