Techno-Functional Dynamics 365 Data Model Tutorial To Create Worker Process

Get Microsoft Development Training and learn to create a Department in Dynamics 365 through our techno-functional walkthrough. Here’s the Dynamics 365 Create Worker Process.

In the previous blog post of this series, you have learned how to create a department and positions in Dynamics 365. Now, following this series of blog posts, we will guide you to the technical and functional processes of worker creation, so you can get a deep understanding and knowledge of this process.

In every company around the world, there are workers and employees. By following the steps explained here, you can create a new worker in your Dynamics 365 environment. This way you have a register and control of the people involved in your company.

This blog post offers step-by-step guidance through visuals, ERD, tables, and X++ code, aiming to develop a clearer understanding of the process.

Let’s move on the Dynamics 365 Create Worker Process.

Quick Functional Recap of Dynamics 365 Create Worker

Let’s start with a quick functional recap. In Dynamics 365, you must follow some basic steps to create a new worker:

Step 1: Go to HR & Click on Workers

Go to Human Resources > Workers and click on Workers. The Workers form will open.

Step 2: Create New Worker

Click on the “New” button to create the new Worker. The “Hire new worker” dialog will pop up on the right of the screen.

Step 3: Enter the Worker Details

Enter the worker details. In the example below, the worker’s first name is Worker First Name, the worker’s middle name is Worker Middle Name, and the last name is Worker Last Name. Select the employment date of the worker, the worker type, and the position of the worker.

After adding all the required information, click on the “Hire” button to create the worker.

 

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Step 4: Dynamics 365 Create Worker Process

In the Workers form, you can see that your worker was created successfully in Dynamics 365.

Quick Technical Part

DirPersonName

The DirPersonName table contains the date effective names for each person in the system.

Field	Data Types	Description
FirstName	String	This field contains the first name of the worker
LastName	String	This field contains the last name of the worker
MiddleName	String	This field contains the middle name of the worker
Person	Int64	This field contains information on Person
ValidFrom	DateTime	Contains information of valid from date of the person
ValidTo	DateTime	Contains information of valid to date of the person

DirPerson

The DirPerson table contains the party record of the person.

Field	Data Types	Description
BirthMonth	BaseEnum	This field contains information on Birth Month
Gender	BaseEnum	Contains information on the gender of the person
MaritalStatus	BaseEnum	This field contains information on the marital status of the worker
Hobbies	String	Contains information about the hobbies of the person
PersonTitle	Int64	Contains information of person title

HcmEmployment

This table shows the type of employment.

Field	Data Types	Description
DefaultDimension	Int64	This field contains information of Default Dimension values which is Ref Recid of Ledger Dimension
EmploymentType	Enum	This field refers to the employment type
LegalEntity	Int64	Contains the information of the legal entity, which is the company where the employee is working
ValidFrom	DateTime	Contains information of valid from date of an employee
ValidTo	DateTime	Contains information of valid to date of an employee
Worker	Int64	RecId reference to the worker in the table HCMWorker.

HcmWorker

This table contains the records of the employees and contractors that are further used with the HRM and payroll tables.

Field	Data Types	Description
Person	Int64	DirPartyRecId contains information with the name of the person
PersonnelNumber	String	A personnel number assigned to employee/worker by employer/organization and is used to track different records.

DirPartyTable

The DirPartyTable contains all the parties. The Global Address Book stores all the people and organizations used in the system.

Field	Data Types	Description
Name	String	This field contains the name of the party, which can be an employee or contractor.
PartyNumber	String	This field contains the party number
PrimaryAddressLocation	Int64	The primary address information of the party is stored in this field.
AddressBookNames	String	Global address book names of parties are stored in this field.
PrimaryContactPhone	Int64	The contact number of the party is stored in the table.

Here is the code example to create a new Worker in D365:

class WorkerCreation 

{         

    /// <summary> 

    /// Runs the class with the specified arguments. 

    /// </summary> 

    /// <param name = "_args">The specified arguments.</param> 

    public static void main(Args _args) 

    {   

        DirPerson                           dirPerson; 

        DirPersonName                       dirPersonName; 

        HcmWorker                           newHcmWorker; 

        HcmWorkerTitle                      hcmWorkerTitle; 

        LogisticsLocation                   logisticsLocation; 

        LogisticsLocation                   lLogisticsLocation; 

        DirPartyContactInfoView             dirPartyContactInfoView; 

        DirParty                            dirParty; 

        HcmEmploymentRecId                  newEmploymentRecId; 

        ValidFromDateTime                   employmentStartDateTime; 

        ValidToDateTime                     employmentEndDateTime; 

        str                                 employeeEmailAdress; 

        HcmPersonnelNumberId                employeeid; 

        RecId                               compayRecId; 

        ; 

 

        dirPersonName.FirstName     = "Test First Name"; // First Name of the worker  

        dirPersonName.MiddleName    = "Test Middle Name"; // Middle Name of the worker  

        dirPersonName.LastName      = "Test Last Name "; // Last name of the worker  

 

        employeeEmailAdress         = "Testworker@gmail.com"; // Email address of the worker  

        employeeid                  = "TestWorker-001"; // Worker Id  

        compayRecId                 = CompanyInfo::findDataArea("USMF").RecId; // Company  

 

 

        employmentStartDateTime =DateTimeUtil::utcNow(); // Worker start date 

        employmentEndDateTime   = DateTimeUtil::applyTimeZoneOffset(DateTimeUtil::maxValue(), DateTimeUtil::getUserPreferredTimeZone()); 

 

        if(!HcmWorker::findByPersonnelNumber(employeeid)) 

        { 

 

            newHcmWorker = HcmWorker::find(HcmWorkerTransition::newCreateHcmWorker(dirPersonName 

                                                                                   , employeeid 

                                                                                   , compayRecId 

                                                                                   , HcmEmploymentType::Employee 

                                                                                   , employmentStartDateTime 

                                                                                   , employmentEndDateTime)); 

 

 

            dirParty = new DirParty(DirPerson::find(dirPersonName.Person)); 

            if(employeeEmailAdress != '' && newHcmWorker.Person != 0) 

            { 

                logisticsLocation.clear(); 

                logisticsLocation   = LogisticsLocation::create('Email', NoYes::No); 

 

                dirPartyContactInfoView.LocationName                = 'Primary Email'; 

                dirPartyContactInfoView.Locator                     = employeeEmailAdress; 

                dirPartyContactInfoView.Type                        = LogisticsElectronicAddressMethodType::Email; 

                dirPartyContactInfoView.Party                       = DirPerson::find(newHcmWorker.Person).RecId; 

                dirPartyContactInfoView.IsPrimary                   = NoYes::Yes; 

                dirParty.createOrUpdateContactInfo(dirPartyContactInfoView); 

 

            } 

 

 

            if (newHcmWorker.RecId != 0) 

            { 

                ttsBegin; 

                hcmWorkerTitle.clear(); 

                hcmWorkerTitle.Worker       = newHcmWorker.RecId; 

                hcmWorkerTitle.ValidFrom    =DateTimeUtil::utcNow(); // Valid from Date  

                hcmWorkerTitle.ValidTo      = employmentEndDateTime; // Valid To date  

                 

                hcmWorkerTitle.insert(); 

                ttsCommit; 

            } 

            if (newHcmWorker.RecId != 0) 

            { 

                info(newHcmWorker.PersonnelNumber+" Worker Created"); 

            } 

        } 

        else 

        { 

            info(HcmWorker::findByPersonnelNumber(employeeid).PersonnelNumber+" already exists"); 

        } 

    } 

 

} 

 

ERD: Entity Relation Diagram of Dynamics 365 Create Worker

And this is the ERD. By looking at the ERD of the Worker creation process, you will get a deeper and better understanding of the involved tables, their relationships, and the overall hierarchy of the data.

Summary – Dynamics 365 Create Worker Techno-Functional Tutorial Part 15

In this blog post Dynamics 365 Create Worker Techno-Functional Tutorial Part 15 what you have learnt is summarized as below:

• Learned how to perform an important Human Resource (HR) process in Dynamics 365-Creating a worker
• Familiarized yourself with step-by-step procedures for the process
• Explored the technical aspects of Worker Creation Process
• Looked at ERD, tables, and X++ runnable code for the process
• Understood the importance of the tables DirPersonName, DirPerson, HcmEmployment, HcmWorker, DirPartyTable, along with their fields and functions.

We sincerely hope that you enjoyed part 15 of our exciting series on the Dynamics 365 data model. We aim to provide quality service at all times.  And as always, if you need to reach me, you know how to get in touch by reaching out to me here. – Brandon Ahmad, founder of InstructorBrandon and Dynatuners