Overview of the Update employee records business process

Applies to: Dynamics 365 Human Resources

This article describes the background of update employee records in Dynamics 365 Human Resources. The first step in the hiring process involves structuring your organization using elements such as departments, jobs, and positions. These foundational elements are configured in Dynamics 365 Human Resources, and individual employees are assigned to positions associated with jobs.

Once a candidate is selected and hired, Dynamics 365 Human Resources helps in maintaining all relevant worker information from the point of hire until the employee leaves your organization.

The purpose of the update employee records process is to have all employee data available that is required based on relevancy and business policy. In Dynamics 365 Human Resources, you can manage the employee's journey in the organization in an efficient way. This not only saves time and resources but also contributes to better employee performance and satisfaction.

When employees are hired, Dynamics 365 Human Resources allows you to maintain extensive worker information from hire to retire. This includes administering organizational structures, defining and administering benefit and compensation plans, and enrolling workers in them.

When employees are hired, Dynamics 365 Human Resources can bring all employee data together to offer useful people analytics and advice powered by Microsoft's top business intelligence and AI technology. This helps businesses reduce workforce expenses and support employees better.

Defining the business process for Update employee records in Dynamics 365 Human Resources involves several key stakeholders.

Stakeholders

Find the key stakeholders that could be relevant for Updating employee records:

• Human resources managers play a crucial role in defining the organizational structure, planning, and managing the employee lifecycle. They define and manage hiring needs, employee benefits, compensation plans, and other human resource processes.

• Recruiters are responsible for sourcing and recruiting qualified candidates. They use Dynamics 365 Human Resources to manage recruitment projects and streamline communications between departments.

• Hiring managers request positions, participate in the recruitment process, and make final hiring decisions.

• IT team is responsible for maintaining and supporting various IT systems and also managing the IT hardware that employees receive.

• Learning and development team supports the goal and performance management process by creating performance reviews, tracking feedback, and setting up courses for employee learning.

• Finance team members are involved in defining and supporting finance-related processes such as managing the general ledger and processing invoices and vendor payments.

• Other department team members are involved in managing different business processes of the customer based on the industry, such as supply chain, manufacturing, and so on.

• Employees are all the end users involved with the business process in a self-service capacity, updating information related to themselves or approving work items assigned to them.

• Managers are the end users involved with the business process in the capacity of managing a team and working with the team's information, including performance reviews, leave and absence, timesheets, approvals, and more.

Update employee records process flow

The following diagram illustrates the Update employee records process area.

1. Update employee records

   1. Complete and capture address information
   2. Complete and capture contact and family information
   3. Add and maintain identification numbers

2. Update employment records

   1. Update the employment-effective dates
   2. Update probation period
   3. Add and maintain financial dimensions that are maintained at the position level. Employment financial dimensions can be used to account for time in timesheets and also support complex multilegal entity scenarios.

3. Update worker position assignment

   1. Add new worker position assignment and define primary position

4. Update personal data

   1. Add and maintain family information
   2. Add and maintain name details

Implementing the update employee records process

Before you start the update employee records process, we advise that you look into the HR parameters and settings. These parameters can be configured either for the specific legal entity you're associated with or as shared parameters across the organization. Their purpose is to govern specific behaviors within HR features, aligned with business policies.

From an HR business process perspective, employee records are updated when the employee is going through a lifecycle change. Such changes include promotion, position change, change in personal information such as address change, bank account change, marital status change, and others.

Several options are available for updating employee records:

• You can use Open in Excel to modify the content of a date entry and publish the changes. An Excel workbook is generated with the columns from the data entity. The needed and updated fields can be added by design. You can edit the extracted records or add new records and publish the changes.

• You can use workflows to manage changes to various types of employee information. You can also associate a workflow with a specific position action.

• Employees can also modify their own records through the employee self-service. Self-service can be linked to a workflow that you then route for approval before committing the updated information into Dynamics 365.

• An HR admin or HR assistant who uses the Personnel Management workspace can also access the Employee Changes tab in the workspace. On this tab, you can see the complete list of all worker personnel actions that are pending or completed. You can enable the use of worker actions on HR parameters.

Other notifications or cross application/business domain-based approvals can be triggered using Power Automate, which can help extend the standard functionality based on the business needs of the customer.

The following table explains the configuration components involved in supporting the update employee records business process.

Seq	Configuration component	Req?	Product	Menu path
1	Configure Reason codes	Yes	Dynamics 365 Human Resources	Human Resources > Setup > Reason codes
2	Configure Identification types	Yes	Dynamics 365 Human Resources	Human Resources > Setup > Identification types
3	Configure Name title and suffix	Yes	Dynamics 365 Human Resources	Organization Administration > Global Address book > Name title and suffix
4	Configure Display as (Name sequences)	No	Dynamics 365 Human Resources	Organization Administration > Global Address book > Name sequences
5	Configure Relationship types	No	Dynamics 365 Human Resources	Organization Administration > Global Address book > Relationship types
6	Configure Calendars	No	Dynamics 365 Human Resources	Organization Administration > Setup > Calendars > Calendars
7	Configure Address setup	No	Dynamics 365 Human Resources	Organization Administration > Global Address book > Addresses > Address setup

Find content about setting up your HR processes in Dynamics 365 Human Resources at Organization administration home page.

Next steps

If you want to implement Dynamics 365 solutions to assist with your update employee records business processes, you can use the following resources and steps to learn more. (Links are added when the articles are ready.)

1. Plan and recruit your workforce

2. Onboard and manage the employee lifecycle

   • Hire an employee

   • Onboard new hires

   • Update employee records (the article you're currently reading)

   • Create and manage teams

   • Communicate issue and changes with HR

   • Transfer employee

   • Generate employment verification letters

   • Employee relocation

   • Terminate employee

3. Manage occupational health and safety

4. Manage employee performance and growth

5. Manage employee time and attendance

6. Manage travel and expenses

7. Manage employee benefits, compensation, and payroll

Related patterns

The following patterns are available to help guide your implementation of the update employee records business process. (Links are added when the articles are ready.)

• Change an employee's location

• Change an employee's title

• Hours/shifts/work from home

• Make changes directly to a worker record

• Promote employee

• Request a worker transfer

• Request compensation changes

• Request new worker

• Request to recruit for a new position

Related information

You can use the following resources to learn more about the Update employee records process in Dynamics 365:

• Personnel management workspace

• Dynamics 365 Human Resources documentation

Contributors

This article is maintained by Microsoft. It was originally written by the following contributors.

Principal author:

• Kamal Radhakrishnaiah (LinkedIn) | Solution Architect

• Geert-Jan Jansen (LinkedIn) | Senior Solutions Manager

Other contributors:

• Ajit Chandran (LinkedIn) | Senior Product Manager

• Priyanka Sinha (LinkedIn) | Senior Solution Architect

• Viacheslav Drobkov | Senior Consultant