Transfer Business Central Employee into Hubdrive Employee

Objective

This page shows the necessary fields that must be maintained, in case an employee is created in Business Central and then transferred to Hubdrive.

Process

HR Manager
Creates Employee in BC
Automated process
Transfer employee from BC to Hubdrive
HR Manager
Maintains the record in Hubdrive

Prerequisites

  • The Hubdrive BC integration has been setup
  • Employees have already been synchronized
  • You are the HR Manager

Click Through

  • Start in HR HUB
  • Under Administration, navigate to Employees
  • Open the file of the employee created in BC
  • Go to the tab HR Details
  • Add the responsible HR Manager
  • Add the Primary Work Location
  • Add the Start Date
  • Save & Close

Hint

  • Gender and company email are automatically carried over from BC
  • The employee will also need an Employment Term, please use this tutorial to create one and this to assign one
  • If you have been using Business Central prior to Hubdrive, you can use the automated workflow to bulk import all existing employee

Recommendations

  • We recommend to also populate all the relevant fields, and not only the mandatory ones. This will lead to a better understanding of the employee's record.
  • Do not forget to maintain the Primary Work Location, under the HR Details Tab. This is used, among other things, to create a link to the calendar valid for this employee. This, in turn, is indispensable for absence management, since it specifies which days are not workdays, such as public holidays or weekends. The Primary Work Location also plays an important role in the calculation of expenses, since not only the destination country, but also the departure location is used for the calculation.
  • If you want the employee to use the HR solution, please add the data in the field System User (we recommend to add the user only after all the data in the file has already been filled).
HR