How to: Register Employees

To use the Human Resources functionality, you must first register each employee by creating a card with all the core and related information.

You can modify an employee's details at any time. Keeping up-to-date records about your employees simplifies personnel tasks. For example, if an employee's address changes, you register this on the employee card.

The following procedures describe how to create an initial employee card and how to assign two types of employee details to an employee. In addition, you can assign various other related information, such as qualifications and causes of inactivity. You assign employee information either by choosing a field or an action in the Employee Card window.

Note

You can reimburse employees for their expenses during business activities. For this purpose, you must fill in the fields on the Payments FastTab in the Employee Card window. For more information, see How to: Record and Reimburse Employees' Expenses.

To set up an employee

  1. Choose the Search for Page or Report icon, enter Employees, and then choose the related link.
  2. Choose the New action.
  3. In the Employee Card window, fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.

To insert a picture of an employee

If you have a picture of an employee in .bmp format, you can insert it on the employee card.

  1. Choose the Search for Page or Report icon, enter Employees, and then choose the related link.
  2. Open the card for the relevant employee.
  3. In the Employee Picture FactBox, choose the drop-down button, and then choose Import.
  4. In the Select a picture to upload window, choose the Choose button.
  5. Select the file, and then choose Open.

The picture is inserted in the Employee Picture FactBox.

To register various information about an employee

On the employee card, you can set up information, such as union membership, relatives, and contracts for the employee. The following describes how to set up an alternate address. The steps are similar for all other information that you can set up from an employee card.

You can use alternate addresses to keep track of your employees’ location, for example if they are stationed abroad, on a long business trip, or residing at a summer residence.

  1. Choose the Search for Page or Report icon, enter Employees, and then choose the related link.
  2. Open the card for the relevant employee.
  3. Choose the Alternate Addresses action.
  4. In the Alternate Address List window, fill in the fields as necessary.
  5. Repeat step 4 for each alternate address.

See Also

How to: Record and Reimburse Employees' Expenses
Finance
Working with Dynamics 365
Customizing Your Dynamics 365 Experience