- With its modern benefits and programs, Microsoft Dynamics 365 Human Resources helps you attract and retain talent. This module helps you get started with Human Resources.
In this module, you:
- Learn about the benefits of Human Resources.
- Explore the features and functionality of Human Resources.
- Learn about the different ways to extend and integrate Human Resources capabilities.
- Learn how to use organizational hierarchies, alerts, electronic signatures, and document management. Additionally, learn how to set up email settings and time zones.
In this module, you will:
- Create an organizational hierarchy.
- Configure and use alerts.
- Set up and manage alerts and alert rules.
- Work with electronic signatures.
- Set up document management.
- Configure email settings and time zones.
- This module explains how to manage personnel in Microsoft Dynamics 365 Human Resources.
In this module, you will:
- Create departments, jobs, and positions.
- Use recruiting functionality.
- Work with the onboarding process.
- Manage transitions.
- Work with skills development.
- Manage performance and the offboarding process.
- Learn about workplace safety and compliance.
- Learn how to enable Benefits management in Finance and operations apps, create benefit plans, and enroll employees.
In this module, you will:
- Explore the capabilities of the Benefits management functionality.
- Use Feature management to enable the Benefits management workspace.
- Learn how to create a benefit plan.
- Learn how to enroll employees in a benefit plan.
- Create a flex credit program.
- Learn about performance management and employee development.
In this module, you will:
- Review performance management capabilities.
- Learn how to set up, enter, map, and align workforce skills.
- Add to your performance journal.
- Create goals.
- Performance reviews.
- Discover how to manage and create leave plans in Dynamics 365 Human Resources, including configuring parameters and handling requests.
In this module, you will:
- Explore the capabilities of the Leave and absence workspace in Human Resources.
- Learn how to configure leave and absence parameters.
- Learn how to create a leave and absence plan in Human Resources.
- Learn how to assign employees to a leave and absence plan.
- Create a program where employees can buy and sell leave.
- Learn how to manage leave requests.
- Learn how to configure leave and absence types.
- Learn how to use the Dynamics 365 Human Resources app in Microsoft Teams.
- Configure Human resources app for leave and absence.
- Learn how to create fixed and variable compensation plans in Microsoft Dynamics 365 Human Resources.
In this module, you will:
- Explore the capabilities of the Compensation management workspace in Human Resources.
- Learn how to configure Compensation management parameters.
- Learn how to create fixed and variable compensation plans in Human Resources.
- Learn how to create eligibility rules for compensation plans.
- Learn how to enroll employees in compensation plans.
- Learn how to process compensation plans.
- Learn to set up and use Employee self service and Manager self service in Dynamics 365 Human Resources.
In this module, you will:
- Learn how to use the Employee self service and Manager self service workspaces.
- Learn how to create custom links in Manager self service.
- Learn how to change the Employee self service workspace name.
- Learn how to edit personal information.
- Learn how to view a summary of your time-off data in the employee self-service workspace.
- Learn how to restrict editing of personal information.
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Syllabus
- Get started with Dynamics 365 Human Resources
- Introduction
- Manage your organization with Dynamics 365 Human Resources
- Increase organizational agility
- Transform employee experiences
- Optimize HR programs
- Gain insights into your workforce
- Provide modern benefit packages
- Offer competitive leave and absence programs
- Integrate with other systems
- Check your knowledge
- Summary
- Manage your organization with Dynamics 365 Human Resources
- Introduction
- Create an organizational hierarchy
- Configure alerts
- Set up electronic signatures
- Configure case management
- Set up document management
- Configure email settings
- Set dates and time zones
- Exercise - Set up document management
- Exercise - Configure electronic signatures
- Check your knowledge
- Summary
- Manage personnel with Dynamics 365 Human Resources
- Introduction
- Create departments
- Create jobs and positions
- Onboarding, offboarding, and transition processes
- Develop skills
- Manage performance
- Workplace safety and compliance
- Exercise – Create a mass hire project
- Exercise – Hire existing employees through recruitment
- Check your knowledge
- Summary
- Create benefit plans in Dynamics 365 Human Resources
- Introduction
- Overview
- Enable Benefits management functionality
- Configure Benefits management parameters
- Create benefit plans
- Configure Employee self-service parameters
- Enroll employees
- Exercise - Create a benefit plan
- Exercise - Create a flex credit program
- Check your knowledge
- Summary
- Use performance management and employee development in Dynamics 365 Human Resources
- Introduction
- Performance management overview
- Add to your performance journal
- Set up, enter, map skills, and align workforce skills
- Create goals
- Performance reviews
- Exercise - Create a performance journal
- Check your knowledge
- Summary
- Manage leave and absence in Dynamics 365 Human Resources
- Introduction
- Set up parameters
- Set up leave and absence
- Leave and absence workflow
- Create a leave and absence plan
- Accrual in leave and absence plans
- Buy and sell leave
- Request time off
- Manage employee leave and absence
- Simulation - Create a leave and absence plan
- Simulation - Set up a leave and absence plan
- Set up leave and absence types
- Human Resources app for leave and absence
- Exercise - Create a leave plan
- Exercise - Enroll an employee
- Check your knowledge
- Summary
- Create compensation plans in Dynamics 365 Human Resources
- Introduction
- Set up fixed compensation components
- Create a fixed compensation plan
- Create a variable compensation plan
- Configure eligibility rules
- Enroll employees in compensation plans
- Process compensation plans
- Exercise – Create a fixed compensation plan
- Check your knowledge
- Summary
- Set up and use Employee self service and Manager self service in Dynamics 365 Human Resources
- Introduction
- Employee self service overview
- Create custom links in Manager self service
- Change the Employee self service workspace name
- Edit personal information
- Time-off data summarization in Employee self-service workspace
- Exercise - Modify the Employee self service workspace
- Simulation - Transform employee experience
- Check your knowledge
- Summary