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 paramter
5. Select application configuration tab
6. Enable All function
   • You have option to close any function for all company or you can close it for group of users permissions

04-02 Setup Application users group permissions

1. Login dynamics 365 by admin user
   • Prefer to login by HCMADMIN user
2. Select Self services
3. Select Application users group permissions
4. Define the group ID based on security requirements
   • In case company doesn’t have an 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
5. User can control the list of function for each page listed below
   • Home page
   • Profile page
   • Self services
   • Inquires
   • Approvals

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 Application users group
4. Define the user group ID based on security requirements
   • In case company doesn’t have an 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
5. Select Users tab
   • Select User you need to attach them to the group
6. 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

1. Login dynamics 365 by admin user
   • Prefer to login by HCMADMIN user
2. Select Self services
3. Select Application users
4. 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
5. Activate user
   • User should be active to to run the application
6. Reset password
   1. By selecting reset user system will reset the user password to default password defined in paramter referee to 
7. Deactivate user
   • By selecting deactivate user system will disable user
8. 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
9. Permission level
   • Manager
     • User will be able to view the approval view
   • Employee
     • User will be able to view all menus except Approval tab