Microsoft Dynamics 365 Human Resources

This course is designed to introduce candidates to the features and topics of Microsoft Dynamics 365 Human Resources.

Description

This course is designed to introduce candidates to the features and topics of Microsoft Dynamics 365 Human Resources. The course is designed for Employees, Managers and HR Admins who are looking to become more productive using the Microsoft Dynamics 365 Human Resources apps and Self-service work spaces.

 

Course Outline

 

 

Module 1: Microsoft Dynamics 365 Human Resources Overview

In this module your will learn.

  • Overview
  • Navigation​
  • The Human Resources Module​
  • The Employee Self-service Experience
  • Personalizing your Experience​
  • Searching and Finding Information​


Module 2: Working with Employee Self-Service


In this module your will learn.

  • The My Information Tab
  • Work Items Assigned to Me
  • Questionnaires Assigned to Me
  • Using the Company Directory
  • Using the Team Calendar
  • My Career Information
  • Time Off Balances
  • Tasks
  • Training and Courses
  • Certificates
  • Reviews and Performance Goals
  • Compensation

 

Lab Exercise 1: Using the Self-service to manage personal information

 

Module 3: Working with the My Team area


In this module your will learn.

  • Personnel Actions
  • Request New Employee \ Contractor
  • Request Worker Reassignment
  • Request Termination
  • Request Compensation Change
  • Request New Position
  • Request Change to Position
  • The ‘Summary’ Area
  • Certificates expiring for my team
  • Identification numbers expiring for my team
  • Probation's expiring for my team
  • Screenings expiring for my team
  • Tests expiring for my team
  • Open positions for direct and/or extended reports
  • Pending time off requests for my team
  • Team skills assessment
  • Skill gap analysis
  • Team performance journals
  • Team performance goals
  • Team performance reviews
  • Exiting workers
  • Certificates
  • Courses
  • Loan items
  • Skills
  • Leave and absence requests

 

Lab Exercise 2: Using the Workspace to manage your Team

 

Module 4: Personnel Management​ 

In this module your will learn.

  • Overview
  • Define new Jobs
  • Define Departments and Hierarchy
  • Positions and Reporting Relationships
  • Create Calendars
  • Generate Work Items
  • Manage Address Changes
  • Enter Worker Information
  • Loan Items Management
  • Succession Planning
  • Managing Project Timesheets
  • Create a Mass Hire Project
  • Managing Injury and Illness Information

 

Lab Exercise 3: Human Resources Administration

 

 

 

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