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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How do you set up posi...
Finance | Project Operations, Human Resources, ...
Answered

How do you set up position hierarchy in HR ?

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Posted on by Nina2021 145

Hello everybody,

I am trying to create the position hierarchy in HR but have been unsuccessful so far. Can anyone can help me with this matter, please ?

Thank you 

  • Jay De Profile Picture
    Jay De 76 on at
    RE: How do you set up position hierarchy in HR ?

    I know that we can use the “Import users” feature in the below screenshot to get the users from Azure AD but not sure if it works for their positions as well.

    Drawing.png

  • Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: How do you set up position hierarchy in HR ?

    In case of Azure, You need to get all data out. I am not sure whether you can get all data data including positions.

  • Jay De Profile Picture
    Jay De 76 on at
    RE: How do you set up position hierarchy in HR ?

    Hi Parag,

    Thank you for sharing the detailed steps of setting up the Position Hierarchy in D365 F&O.

    Is there a way to it set up directly from Azure Active Directory ? One of my clients wants to configure all employees and positions from Azure AD instead of managing the hierarchy independently in D365 F&O.

    I would appreciate your input on this matter.

    Jay

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: How do you set up position hierarchy in HR ?

    Hi Nina,

    If your issue is resolved then can you please mark the answer as Suggested Answer so that It can help others.

  • Verified answer
    Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: How do you set up position hierarchy in HR ?

    Hi Nina,

    To make it simple for you, follow the below process.

    1. Create a new position

    pastedimage1615198762252v1.png

    2. Go to Manage changes

    pastedimage1615198790209v2.png

    3.  Click on Position hierarchies >  + Add

    pastedimage1615198831460v3.png

    4. Once the record is added then it will looks like this

    pastedimage1615198868368v4.png

    5. Go to Position hierarchy and search for a position

    pastedimage1615198919401v5.png

    I hope this helps. 

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