Tag: dynamics 365 hr

Read about how you can add a checklist to a worker in Dynamics 365 Human Resources

Dropdown to choose task management In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks in the different areas you have to choose the right are in the dropdown below Task management. The default is onboarding. Onboarding, offboarding and transitions setup is exactly the same. After… Continue reading Task management: Onboarding/Offboarding/Transitions

Read about checklists in task management in Dynamics 365 Human Resources

How to set up tasks in Dynamics 365 Human Resources

Task groups A task group lets you classify related tasks together. When you add tasks to a checklist, you can filter the list of all tasks by Task group, for example HR tasks, Payroll tasks or IT tasks.Description in D365 HR Task groups are made to make it easier with reporting and defining the different… Continue reading Task management: Task groups