Overview
Applies to these Dynamics 365 apps:
Human Resources
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
- 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
- Configure the Absence manager role
Develop employees
- Performance management overview
- Align workforce skills
- Add to your performance journal
- Create a goal
- Create a performance review