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Employee Onboarding & Offboarding for Business Central — Structured onboarding and offboarding checklists, document collectio — 1/1Vista previa ilustrativa

Structured onboarding and offboarding checklists, document collection and task automation linked to your

Business Central employee records — built and installed by

ECOSIRE as a per-tenant AL extension.

¿Qué es Employee Onboarding & Offboarding for Business Central?

Structured onboarding and offboarding checklists, document collection and task automation linked to your Business Central employee records — built and installed by ECOSIRE as a per-tenant AL extension. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

Características clave

Configurable onboarding checklist and task templates stored in dedicated AL tables, triggered automatically when a new Employee record is inserted via event subscribers
Document request and collection with e-signature capture, linked as record attachments against the Business Central Employee card
Asset and IT provisioning tracking — issue and return of hardware, licenses and access, with outstanding-item visibility at offboarding
Probation milestone reminders driven by the Job Queue, with escalation to managers when a milestone date passes
Gated offboarding clearance workflow — final pay, asset return, access revocation and knowledge handover must be signed off before an employee is marked cleared
Table and page extensions over the standard Employee table and card — no parallel data model, your HR master data stays canonical
Role-scoped permission sets separating HR ops, IT, and line-manager access to onboarding/offboarding data
BC REST/OData v4 API endpoints so checklists and tasks can be driven from Power Automate flows or a Power Apps self-service portal
Optional Dataverse / Power Platform integration to surface joiner/leaver tasks in Microsoft Teams and Power Apps
Onboarding and offboarding status dashboard with overdue-task and pending-clearance counts via BC list pages and cues
Audit trail of who completed each task and when, retained on the BC tenant for compliance review
Installed as a per-tenant extension on your sandbox first, validated with your HR team, then promoted to production by ECOSIRE

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

  1. 1

    Haces el pedido

    Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

  2. 2

    Creamos e instalamos

    ECOSIRE la crea, la configura y la instala en tu Dynamics 365 Business Central.

  3. 3

    En marcha + soporte

    Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.

Sobre este producto

Most HR teams running on Microsoft Dynamics 365 Business Central still manage joiners and leavers in spreadsheets and email threads, even though their employee master data already lives in BC. This extension closes that gap. It is a per-tenant AL extension that ECOSIRE builds for your tenant, hooks directly onto the standard Employee table, and surfaces structured onboarding and offboarding workflows inside the Business Central client your team already uses.

On the technical side, the app ships as table and page extensions over the Employee card, a set of checklist/task tables, and event subscribers that react to lifecycle events (a new employee record inserted, a termination date set) to spawn the right task list automatically. Tasks, document requests, asset records and clearance steps are driven by the Job Queue for reminders and escalations, and exposed through the BC REST/OData v4 API so you can drive them from Power Automate, a Power Apps portal, or Dataverse if you run the Power Platform. Permissions are governed by dedicated permission sets so HR, IT and managers each see only what they should.

Because this is build-to-order, nothing is downloaded blindly from AppSource. ECOSIRE scopes your exact joiner/leaver process, writes the AL, installs it as a per-tenant extension on your sandbox first, validates it with you, then publishes to production. You get the source-aligned behaviour your HR policy actually needs — probation milestones, e-signature document collection, IT provisioning and return tracking, and a gated offboarding clearance — without forcing your process to bend to a rigid off-the-shelf template. Delivery is honest and time-boxed, and ECOSIRE supports and updates the extension across BC's monthly and major releases.

lo que obtienes

  • A per-tenant Business Central AL extension (.app) built to your joiner/leaver process, installed on your sandbox then production environment
  • Onboarding and offboarding checklist/task templates configured to your HR policy
  • Permission sets for HR ops, IT and line managers, assigned to the relevant BC user groups
  • Job Queue entries configured for probation reminders and escalation notifications
  • REST/OData API and (where requested) Power Automate / Dataverse integration wiring for self-service or Teams notifications
  • Admin and end-user documentation plus a handover walkthrough with your HR team, and a defined post-launch support window

¿Para quién es esto?

HR Operations Lead

Owns the joiner/leaver process and wants every new hire and exit to follow the same gated checklist inside Business Central, not scattered across spreadsheets and email.

IT / Asset Manager

Needs reliable provisioning and return tracking — laptops, licenses, and access — so nothing is missed when someone joins or leaves, with offboarding clearance blocked until assets are returned.

Business Central Administrator

Wants the solution delivered as a clean per-tenant AL extension over the standard Employee table, with proper permission sets and Job Queue config, that survives BC's monthly and major upgrades.

Cómo se compara Employee Onboarding & Offboarding for Business Central

CriterioECOSIREConstrucción personalizadaCompetidorNativo de Dynamics 365 Business Central
Onboarding/offboarding checklists linked to the Employee recordIncluidoIncluidoApoyo parcialNo incluido
Tailored to your exact HR joiner/leaver policyIncluidoIncluidoNo incluidoNo incluido
Document collection with e-signature captureIncluidoApoyo parcialApoyo parcialNo incluido
Asset/IT provisioning and return tracking with clearance gateIncluidoApoyo parcialApoyo parcialNo incluido
Built, installed and supported for you on your tenantIncluidoNo incluidoApoyo parcialNo incluido
Job Queue reminders and manager escalationsIncluidoIncluidoApoyo parcialApoyo parcial
Role-scoped permission sets out of the boxIncluidoApoyo parcialIncluidoApoyo parcial
Power Automate / Dataverse integration via REST/ODataIncluidoIncluidoApoyo parcialIncluido
Upgrade-safe across BC monthly/major releasesIncluidoApoyo parcialIncluidoIncluido

Preguntas frecuentes sobre Employee Onboarding & Offboarding for Business Central

Is this an instant download from Microsoft AppSource?

No. This is build-to-order. ECOSIRE scopes your exact onboarding and offboarding process, writes the AL extension, installs it as a per-tenant extension on your sandbox for validation, then publishes to your production Business Central environment. There is no public AppSource link — the extension is built and deployed specifically for your tenant.

How long does delivery take?

Typical delivery is around one working week from a confirmed requirements scope, depending on the complexity of your checklists, document/e-signature needs, and any Power Platform or Dataverse integration. We agree a firm timeline in writing before development starts and validate on your sandbox before touching production.

How does ongoing support and updates work?

Every build includes a post-launch support window for fixes and adjustments. Because the extension lives as a per-tenant extension on your tenant, ECOSIRE keeps it compatible with Business Central's monthly service updates and annual major releases, and can extend support or enhancements under an ongoing agreement.

Will this conflict with our existing Business Central setup or other extensions?

It is built as table and page extensions over the standard Employee table using AL event subscribers, so it works alongside your existing data and extensions rather than replacing them. We test on your sandbox against your current extension set before publishing to production.

Can it integrate with Power Automate, Teams or a self-service portal?

Yes. Checklists and tasks are exposed through the Business Central REST/OData v4 API, so they can be driven from Power Automate flows, surfaced in Microsoft Teams, or fronted by a Power Apps portal. Where you run the Power Platform, we can also integrate via Dataverse. This is scoped as part of your build.

Solicitar presupuesto

Employee Onboarding & Offboarding for Business Central

Structured onboarding and offboarding checklists, document collection and task automation linked to your Business Central employee records — built and installed by ECOSIRE as a per-tenant AL extension.

  • Configurable onboarding checklist and task templates stored in dedicated AL tables, triggered automatically when a new Employee record is inserted via event subscribers
  • Document request and collection with e-signature capture, linked as record attachments against the Business Central Employee card
  • Asset and IT provisioning tracking — issue and return of hardware, licenses and access, with outstanding-item visibility at offboarding
  • Probation milestone reminders driven by the Job Queue, with escalation to managers when a milestone date passes

Solicitar presupuesto

Cuéntanos tus necesidades de Employee Onboarding & Offboarding for Business Central y te enviaremos precios, opciones de licencia y una propuesta a medida, normalmente en un día hábil.

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