Employee Self-Service Portal
Time-off requests, expense submission, and internal HR resources. Connects to custom HR tables with Power Automate approval flows.
Overview
A branded employee self-service portal covering time-off requests, expense submission, and HR resources. Built for Dynamics 365 tenants with an internal user base — employees authenticate via their Entra ID account, tied to a systemuser record.
Approval flows handle off in Power Automate: submit in the portal, route to manager in Teams, status flips back to the portal when approved. Zero manager-training required.
What's in this template
Time-off request form
Type (vacation / sick / unpaid), date range, and reason. Validates against remaining balance pulled from a custom `cr_leavebalance` table.
Expense submission with receipt upload
Line-itemized expense entry with category, amount, currency, and attached receipts. Saves as draft until submitted.
Leave calendar (team view)
Month-grid calendar showing approved time-off for the employee's reporting team. Read-only — surfaced via a filtered view of `cr_timeoff`.
Announcements feed
Pinned announcements at the top of the home page with rich-text body and expiration date. Editable by HR in Dynamics; visible to all employees.
Pay stub download
Historical pay stub PDFs linked as annotations on a `cr_paystub` record. Owner-scoped so each employee sees only their own.
Dataverse tables
This template binds to the following Dataverse tables. All are standard or from the Microsoft Nonprofit Accelerator — no custom schema required unless noted.
systemusercr_timeoffcr_expensecr_announcementWho this template is for
Small-to-midsize companies on Dynamics 365
Skip the dedicated HRIS — if you're already on Dataverse, this gets you 80% of what Workday or Rippling provides, at zero marginal cost.
Nonprofits with volunteer + employee hybrid workforces
Pairs well with the Volunteer Engagement template — run both under one Power Pages site.
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