Human resources overview
Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.
Human resources streamlines many routine recordkeeping tasks and automates a number of processes related to staffing your organization. It also provides a framework for human resources staff to manage areas of oversight. These areas include employee recruitment and retention, benefits administration, training, performance reviews, and change management.
You can use Human resources to complete these tasks:
- Administer organizational structures.
- Maintain comprehensive worker information from hire to retire.
- Define and administer benefit plans, enroll workers, assign dependent coverage, and designate beneficiaries.
- Establish and monitor absence policies.
- Implement and track profile-based time management and generate pay information to export to a payroll system.
- Manage worker competencies.
- Review performance and implement worker goals.
- Set up, deliver, and analyze training courses that include agendas, sessions, and tracks.
- Recruit workers and track applicants.
Develop a human resources strategy
As you work with Human resources, you'll decide how to structure your organization, using elements, such as departments, jobs, and positions. These are among the foundational elements that you'll configure in Human resources. Individual employees are assigned to positions which are associated with jobs.
- Organize your workforce by using departments, jobs, and positions
- Set up company-specific Human resources (HR) parameters
- Set up Human resources (HR) parameters across legal entities
Recruit, hire, and motivate employees
Recruitment projects manage the content used in advertisements for open positions, and can help you manage applications for job openings. You can use them to track responses to job postings for a specific recruitment project, or specific applicants, and update the status of open positions. You can also hire single applicants or manage "mass hire projects," that facilitate hiring multiple workers, for example, to meet seasonal business needs.
After you've hired staff, you can set up plans to effectively and equitably manage compensation, as well as manage items, such as computers or phones, that your organization lends to its employees. You can create fixed and variable compensation plans, as well as define rules that apply the compensation plan to meet the criteria for that plan.
Develop and train employees
To help your employees reach their career objectives while delivering critical business needs you can set up goals, create performance reviews and track feedback. To help employees develop needed skills, you can also set up instructors, course types, courses, course descriptions, agendas, tracks, and sessions before you assign an instructor to a course, or register someone for a course. Instructors must already exist as workers, applicants, or contacts.
Create and maintain benefits
In addition to compensating your staff with wages, salaries, and bonuses, you can develop benefit programs such as health insurance and retirement plans. You can also manage benefits such as loan programs, in which your company lends items, such as computers or phones, to its employees.
- Define and manage a benefits program
- Benefit eligibility policies
- Manage items that are lent to workers
Maintain workplace safety and compliance
Microsoft Dynamics AX can help you maintain a safe work environment that's in compliance with applicable laws, including the Americans with Disabilities Act and immigration and naturalization laws, among others. For example, you can manage the physical requirements for specific jobs, as well as track requests for accommodations that can help your organization optimize the skills of its workforce.
- Form I-9 verification
- Comply with the Americans with Disabilities Act (ADA)
- Track time off for the Family and Medical Leave Act (FMLA)
Gather information using questionnaires
You can design and administer questionnaires to gather information that's used for a variety of purposes. The Questionnaire feature lets you design and create questionnaires. When a questionnaire is ready, you distribute it broadly or to a specific set of respondents to complete. After the respondents provide their answers, you can review and analyze the results.