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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Worker Types other tha...
Finance | Project Operations, Human Resources, ...
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Worker Types other than Employee and Contractor

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Posted on by jliang55 55

Hi community,

I am exploring the D365 HR product and trying to complete some gap analysis. I understand there are two types of workers out-of-the-box, Employee and Contractor. And an Employee type worker will have some benefits and compensation associated.

The scenario I am working on is for an IT consulting business, and it has three types of workers, Employee, Contractor, and Billable Employee. The Billable Employee type basically has something mixed from Employee and Contractor. In D365 HR, how easy is that to setup a new worker type and configure it to match the needs?

Thank you in advance,

Jimmy

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Worker Types other than Employee and Contractor

    Hi Jimmy.

    I referred to the new benefit functionality: https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-benefits-management-overview 
    This might need to be turned on in your environment via feature module:

    pastedimage1594710737146v1.png

    Regarding the integration: out of the box D365 HR offers a integration to D365 F&O.

    However, D365 HR can be used with CDS integration. Via CDS a integration can be setup to D365 PSA/Project Operations. This can be based on Power Apps, but this would need some time to build. 

  • jliang55 Profile Picture
    jliang55 55 on at
    RE: Worker Types other than Employee and Contractor

    Hi Erik,

    Thank you for the hint.

    The business has been using D365 Onboard/Attract, so is exploring/preparing for transitioning to HR. When you said "part of the new benefit functionality use the new fields", are they available only in HR?

    Furthermore to the scenario asked, the business is actually looking for ways to integrate worker records created in D365 HR to Dynamics 365 PSA/Project Operations. Will you know if this integration is supported out-of-box, or is there any Microsoft docs on this topic? Ideally, only Billable Employees and Contractors will be sync'ed to and be assigned to projects in D365 PSA; the Employee records only stay in D365 HR.

    Thank you in advance,

    Jimmy

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Worker Types other than Employee and Contractor

    Hi Jimmy,

    The 2 worker types remain the same, and can't be adjusted. 

    Typically the difference we use is paid by HR/Payroll = Worker, paid by Finance (via invoice) = Contractor.

    So if you are a billable employee, in my opinion you would still be a Worker... but it don't know the specifics about the details offcourse.

    What you could do in addition, is part of the new benefit functionality use the new fields on employment details. These can be configured per you own needs:

    pastedimage1594619663529v1.png

    But keep in mind that these can be used in Benfit management for eligibility rules. 

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