Overview
- 2 minutes to read
The Dynamics 365 Human Resources User Guide provides you with instructions on setting up Human Resources, setting up compensation and benefits for your employees, and managing your workforce.
Set up Human Resources
Configure Human resources parameters Configure Human resources shared parameters Set up Human resource workflows Understand Date and Time fields
Configure organization settings
Organization administration home page Number sequences overview Organizations and organizational hierarchies overview Global address book overview Workflow system overview Alerts overview Electronic signatures overview Case management overview Configure document management Configure and send email Date/time data and time zones
Manage personnel
Organize your workforce Set up the components of a job Define departments Define jobs Use workflows to manage employee information Modify reporting relationships for a position Enter worker information Loan items to workers Enter project timesheets Mass hire projects Set up positions Set up injury and illness information
Set up compensation plans
Compensation plans overview Set up compensation grids Develop a compensation structure and plan Create fixed compensation plans Create variable compensation plans Enroll employees in a fixed compensation plan Enroll employees in a variable compensation plan Define compensation process and calculate results Process compensation plans
Manage benefits
Preview feature: Benefits management Define and manage a benefits program Benefit eligibility policies Benefit eligibility process Define benefit eligibility rules and policies Deliver an employee benefits program Create new benefits Enroll workers in benefits Manage benefit expiration dates Generate ACA reports
Manage leave and absence
Overview Configure leave and absence parameters Create a working time calendar Create a leave request workflow Configure leave and absence types Create a leave and absence plan Assign workers to a leave plan Accrue leave and absence plans View analytics for leave and absence Manage leave and absence requests Request time off View team and company calendars
Develop employees
Performance management overview Align workforce skills Add to your performance journal Create a goal Create a performance review
Create courses
Set up training courses Questionnaires overview Design questionnaires Distribute and schedule questionnaires Distribute questionnaires using scheduling View questionnaire results Analyze questionnaire results Create an open-ended question Create a closed-ended question Create a dependent question