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Configure personnel action types for onboarding

Quick answer

  • Search for and open Personnel action types in D365.
  • Locate the hire action type and enable the Apply onboarding checklist flag.
  • Click Save.

The Personnel action types form controls which hire action types automatically trigger an onboarding checklist when a worker completes an action. Enable this flag on each relevant action type.

  1. Open Personnel action types

    In D365, search for and open Personnel action types.

  2. Locate the hire action type

    Filter or scroll to find the action type used for new hires — for example, Regular.

  3. Enable the checklist flag

    Enable the Auto apply onboarding checklist flag for this action type. When a worker completes this action type, the system automatically applies the nominated onboarding checklist to the new employee record.

    The Personal action types list with the regular hire action type selected and the Apply onboarding checklist flag enabled

  4. Save

    Click Save.

    Repeat for any additional action types that should trigger onboarding checklist assignment.