04-01 Setup paramter

1. Login dynamics 365 by admin user
   • Prefer to login by HCMADMIN user
2. Select Self services
3. Select Setup
4. Select Application parameters
5. Select Configuration tab
6. Enable All function
   • You have option to close any function for all company, or you can close it for group of user permissions

04-02 Setup application users

1. Login dynamics 365 by admin user
   • Prefer to login by HCMADMIN user
2. Select Self services
3. Select Users
4. Select Application users
5. Import Workers
   • You have option to import worker and activate them or defining it manually
   • Be sure manager has user ID in domain user and define as manage in application
   • Note approval tab will not appear if he is employee
6. Activate user
   • User should be active to to run the application
7. Reset password
   • By selecting reset user system will reset the user password to default password defined in parameter refer to 
8. Deactivate user
   • By selecting deactivate user system will disable user
9. Update user login status
   • Any terminated worker should be exclude from users ( You don’t need to worry becasue application validation for employee should have active employment to run the application
   • You can attach deactivate users to any batch process and it’ll exclude the users automatically based in your batch processing schedule
10. Permission level
    • Manager
      • User will be able to view the approval view
    • Employee
      • User will be able to view all menus except Approval tab

04-03 Setup Application user group

1. Login dynamics 365 by admin user
   • Prefer to login by HCMADMIN user
2. Select Self services
3. Select Users
4. Select Application user group
5. Define the user group ID based on security requirements
   • In case company doesn’t have a security restriction permission for users login in application, you can define one group by same legal entity ID and enable all functions
   • In case company has many restriction you can define the permission based on group of users for example
     • Board user
     • HR users
     • Sales users
6. Select Users tab
   • Select User you need to attach them to the group
7. You have option to import user by excel sheet
   • Click import users group
   • Generate template
   • Fill excel sheet by required data
   • Save file in any drive
   • Click import and brows for saved file
   • Click ok

04-04 Setup Application users group permissions

1. Login dynamics 365 by admin user
   • Prefer to login by HCMADMIN user
2. Select Self services
3. Select Users
4. Select Application user group permissions
5. Define the group ID based on security requirements
   • In case company doesn’t have a security restriction permission for users login in application, you can define one group by same legal entity ID and enable all functions
   • In case company has many restriction, you can define the permission based on group of users for example
     • Board user
     • HR users
     • Sales users
6. User can control the list of function for each page listed below
   • Home page
   • Profile page
   • Self-services
   • Inquires
   • Approvals