Set up HR parameters across legal entities

Important

This topic applies to Dynamics 365 for Talent, Dynamics 365 for Finance and Operations, Enterprise edition, and Dynamics 365 for Retail.

You must set up shared parameters for records that are shared across companies, such as Position records. This article explains how to set up Human resources parameters across legal entities.

Some types of records, such as Position records, are shared across companies. For these records, you must set up shared parameters. For example, you use the Human resources shared parameters page to set up Human resources parameters across legal entities.

On the Human resources shared parameters page, parameters are grouped into areas, based on their functionality.

Previously released functionality

On the Identification tab, you must select the identification types that represent the identification numbers that are listed on the page. You must set up identification types before you can enter identification information for workers. Information about the Social Security number, national ID number, alien ID number, and personal ID code is maintained on the Identification type page. To define a new identification type or review the list of existing types, click Personnel management > Links tab > Setup > Identification types. You can enter a simple code and description.

If you're using Dynamics 365 for Talent

On the Identification tab, you must select the identification types that represent the identification numbers that are listed on the page. You must set up identification types before you can enter identification information for workers. Information about the Social Security number, national ID number, alien ID number, and personal ID code is maintained on the Identification type page. To define a new identification type or review the list of existing types, click Human resources > Setup > Identification types. You can enter a simple code and description.

On the Number sequences tab, you can select the number sequences that are used for the following records: Personnel number, Position, User request ID, I-9 document, Applicant, Discussion, Benefit ID, and Personnel action (if this record type is enabled). To maintain number sequence references and codes, use the Number sequences list page. To find this page, use the page search feature.

On the Positions tab, indicate whether new positions are available for assignment by default:

  • Always – You can assign workers to new positions when positions are created. When positions are created, the Available for assignment date and time on the General tab of the Position page are automatically set to the creation date and time.
  • Never – You can't assign workers to new positions when positions are created. If you select this option, you must open the Position page for each new position as it becomes available, and then, on the General tab, enter the Available for assignment date to enable worker assignment.

See also

Set up company specific HR parameters