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Microsoft

Get started and use functionality in Microsoft Dynamics 365 Human Resources

Microsoft via Microsoft Learn

Overview

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  • 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.

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

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