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Applies to Product - Dynamics 365 Finance


What’s happening?
The customer is seeking guidance on how to import worker and employee data using an Excel add-in, specifically inquiring about the entities involved, how to link employee numbers and job details, and how to view the imported data in the worker and employee tables.
 

Reason:
The required fields for the Worker entity were confirmed to be minimal, with "User" being the only mandatory field. For the Employment entity, five fields were identified as necessary: "LegalEntityId," "PersonnelNumber," "RegulatoryEstablishment," and "WorkerType." However, it was noted that importing with only the minimum required fields would not display the imported workers in the list.
 

Resolution:

  1. To import worker and employee data, follow these steps:
  2. Navigate to [Module] - [System Administration] - [Data Management].
  3. Click on [Export].
  4. Enter a name in the "Group Name" field and click on [Add Entity].
  5. Select "Worker" for the "Entity Name" and choose the appropriate target data format, then click [Add].
  6. Next, select "Employment" for the "Entity Name" and add it as well.
  7. In the "Selected Entities" visualization screen, ensure that the fields marked with "*" are the required fields.
  8. To ensure that imported workers appear in the worker list:
  9. Create a "PERSONNELNUMBER" field in the Worker entity and set it to the same value as the "PERSONNELNUMBER" field in the Employment entity.
  10. Ensure that the "PERSONNELNUMBER" is unique and does not exceed 25 characters, using a combination of numbers and letters.
  11. For validation of the source and target data mapping, refer to the following URL: Data import and export jobs overview - Finance & Operations | Dynamics 365 | Microsoft Learn