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View and manage address changes

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Applies to these Dynamics 365 apps:
Human Resources

This article explains how you can view and manage address changes on the Edit personal details page (which you open from the Employee self service workspace) or the Worker details page in Dynamics 365 Human Resources.

Many organizations want employees to manage their own personal details through a self-service experience. You can allow users to update their address in the Employee self service workspace. You can then monitor these changes in the Personnel management workspace. To use this feature, you must specify the number of days that you want to view changes in the Human resources parameters page.

Configure address change parameters

To configure the number of days that you want address changes to appear in the Personnel management workspace, follow these steps:

  1. On the navigation pane, select Personnel management.
  2. Select Links.
  3. Select Human resources parameters.
  4. In the Number of days field under Address change, enter the number of days that you want address changes to appear in the Personnel management workspace.
  5. Close the page.

Create or change an employee address

Employees can update their own address in the Employee self service workspace. Follow these steps to create or change an address:

  1. Select the Employee self service tile on the Home page.
  2. Select Edit personal details.
  3. To add an address, select Add. To update an existing address, select the address from the list and then select Edit.
  4. Enter the Name or description.
  5. Select the Purpose drop-down box and then select the type of address.
  6. Enter the Country/region.
  7. Enter the ZIP/postal code.
  8. Enter the Street.
  9. Enter the City, State, and County. Typically, these fields are automatically set based on the ZIP/postal code field.
  10. Optionally, select the Primary field to indicate a primary address. Only one address can be marked as the primary. If another address is already marked as the primary address, you'll need to confirm that you want to use this address as the primary.
  11. Optionally, select the Private field to indicate that the address is private. Only users with explicit permission to view private address information can view this address.
  12. Select OK.

Create or change a worker address

You can update an address in the Personnel management workspace. Follow these steps to create or change an address:

  1. In the Personnel management workspace, select Links, and then select Workers.
  2. Select the worker, and then select Addresses.
  3. To add an address, select Add. To update an existing address, select the address from the list and then select Edit.
  4. Enter the Name or description.
  5. Select the Purpose drop-down box and then select the type of address.
  6. Enter the Country/region.
  7. Enter the ZIP/postal code.
  8. Enter the Street.
  9. Enter the City, State, and County. Typically, these fields are automatically set based on the ZIP/postal code field.
  10. Optionally, select the Primary field to indicate a primary address. Only one address can be marked as the primary. If another address is already marked as the primary address, you'll need to confirm that you want to use this address as the primary.
  11. Optionally, select the Private field to indicate that the address is private. Only users with explicit permission to view private address information can view this address.
  12. Select OK.

Create a future change for an address

In some cases, you might want to update an address to change in the future. For example, this would be useful if an employee is moving on the 15th of the following month.

  1. Open the Manage addresses page by selecting More options > Advanced from any address grid.
  2. Select New to create a new address.
  3. Enter the details of the address.
  4. Select the General FastTab.
  5. In the Effective date field, select the date the new address will be effective.
  6. In the Expiration date field, optionally select when the address will no longer be effective.
  7. Close the pages.

View and monitor address changes

HR personnel can view and monitor address changes from the Personnel management workspace. To view the address changes, select the Personnel management tile on the Home page. The address changes appear on a tile in the upper-right corner. The number above Address changes shows how many address changes occurred during the number of days that is specified on the Human resources parameters page.

When you select the Address changes tile, a new page displays the details of any address changes. You can optionally select Include future address changes in the upper-right corner to display address changes with a future date.

Note

If you want to receive an alert or email about these address changes, you can create a new alert rule on the Options tab in the Action Pane. For more information about alert rules, see Create alert rules.

If you want to configure a workflow for the address changes, you can select the Send externally option on your alert rule, and then use Power Automate to trigger the business event and configure a workflow. For more information, see Alerts as business events.