New Hire import Process in D365

Filter the employees based on the Date Seniority column in the list provided by Caitlin. Since we import data every Monday, select the records accordingly.

 Step 1: Click on the employees

Step 2: Click New

Step 3: Enter these values and in the highlighted columns and click Hire.

Assigning or adding the positions to the new hires.

Click on all positions and filter the positions with the description and click apply

you can use one of these positions which are not assigned to any other employees.

Make sure all these fields are assigned according to the IPS report provided by Caitlin



------------------------------------------------If the position is not existed -------------------------------------------------------

Click on Jobs

Click on New

Enter the new job name here and click save and now go back to positions and follow the steps above to assign the position to the employee.