D365 Human Resources Training 6: Employee Performance D365

 Employee Performance

Microsoft Dynamics 365 Human Resources provides a versatile framework for establishing the performance management process. This can range from a structured approach involving formal sign-off processes and predefined rating models to a continuous dialogue between managers and employees. Employees have the capability to document their activities in a performance journal, facilitating the collection of pertinent information for constructive, collaborative performance reviews and goal-setting discussions with their managers.

Performance management functionality within Microsoft Dynamics 365 Human Resources enables you to: 

1. Establish flexible review periods and performance metrics tailored to organizational needs.

2. Define the structure and parameters of the review process to ensure consistency and clarity.

3. Facilitate employee recognition by sending praise and sharing achievements with managers.

4. Manage the content of performance journals to support goal setting and review processes effectively.

5. Create and collaboratively work on goals to align individual and organizational objectives.

D365 Human Resources Training 5: Competencies and development D365

 Competencies and development

In Microsoft Dynamics 365 Human Resources, competencies serve as a tool to evaluate the alignment between job-defined skills, knowledge, or abilities, and those already acquired by employees. This includes tracking employee-earned certificates, completed tests, and educational achievements. Managers can leverage this information to assess current and future strategic goals, empowering employees to align personal objectives with organizational needs. Subsequently, managers can identify necessary training programs aimed at developing requisite competencies.

The competencies and development functionality within D365 HR enables you to: 

1. Track job-specific skills for both positions and employees.

2. Analyze skill gaps among employees relative to organizational standards.

3. Assess and document the skills possessed by individual employees.

4. Conduct skill mapping to inform staffing decisions and foster career development strategies that proactively address future organizational requirements.

D365 Human Resources Training 4: Employee benefits D365

 Employee benefits

Utilize Microsoft Dynamics 365 Human Resources' benefit management capabilities to efficiently create and administer employee benefits. Enrolment in benefits is governed by eligibility requirements, which are established through policies and rules tailored by each organization to meet its specific needs.

Benefit management enables you to: 

1. Define all employee benefits offered by your organization.

2. Create robust eligibility rules, allowing organizations to easily control benefit eligibility for employees.

3. Track costs associated with benefits and apply overrides at the employee level.

4. Grandfather employees into plans for which they may not meet current eligibility requirements.

5. Mass enrol employees into new benefit programs.

6. Apply future rate changes to employees enrolled in a benefit.

7. Analyse employer and employee costs year over year.

D365 Human Resources Training 3: Compensation Management D365

 Compensation Management

Utilize Microsoft Dynamics 365 Human Resources to efficiently handle standard compensation activities. This includes the development of fixed and variable compensation plans, as well as the administration of spot, cyclical, short-term, and annual bonuses. Additionally, the platform allows for the management of long-term incentives, such as cash awards, stock awards, and stock options.

 Compensation management enables you to: 

1. Develop fixed compensation plans based on step, grade, and band structures.

2. Create variable compensation plans to manage elements such as bonuses and stock options.

3. Calculate fixed and variable compensation amounts, considering factors such as performance, region, and budget increases.

4. Conduct "what-if" compensation scenarios before finalizing commitments to employees.

D365 Human Resources Training 2: Employee and manager self service D365

 

Employee and manager self service

Microsoft Dynamics 365 Human Resources provides a centralized platform where employees can view and update their personal information, access upcoming courses and reviews, and manage assigned tasks and compensation details. Managers benefit from a unified workspace that offers comprehensive summaries of their teams. This includes detailed information on positions, compensation, and performance goals for both direct and skip-level reports.

Manager self-service enables you to:

 

1. Access information about your direct and skip-level reports, including:

    - Current compensation

    - Performance goals

    - Years of service

    - Seniority or anniversary dates

    - Birthdays

 

2. Take various actions, such as:

    - Requesting a new employee

    - Requesting a new position

    - Requesting worker reassignment

    - Requesting a termination

    - Requesting changes to position details

 

3. Perform team skill assessments.

4. Identify and address skill gaps within your team.

D365 Human Resources Training 1: Personal Management D365

 

Personnel Management

Organizations gather and maintain information to comply with regulatory requirements, support employee career development, and enhance the equity and efficiency of daily operations. Human Resources (HR) assists in managing essential employee information, including contact details, demographics, identification, military service status, expatriate status, and personal and emergency contacts. Additionally, HR tracks employment-related data such as company affiliation, employment dates, terms of employment, pension, vacation, and relocation information. 

By enabling employees to maintain their own data, HR reduces the time and effort required for routine activities, allowing HR staff to focus on more strategic initiatives. Intuitive self-service pages empower employees to update personal information, including certifications, and to monitor their progress on goals and prepare for performance reviews. Approval workflows can be implemented to ensure all parties are informed of changes. As a comprehensive solution, Microsoft Dynamics 365 Human Resources also maintains data and generates reports to help organizations meet regulatory requirements.

Personnel Management in Microsoft Dynamics 365 Human Resource lets you:

1. Browse and search for employees within the organization.

2. Verify employment status for both current and former employees.

3. Hire new employees and initiate the onboarding process.

4. Facilitate employee promotions.

5. Manage employee separations and terminations, and initiate the off-boarding process.

6. Reassign employees to new positions and fill vacancies.

7. Review reporting relationships based on position for any employee within the organization.

8. View records of new hires, current employees, and exiting employees.

9. Manage interactions with employees on leave.

10. Approve requests submitted through the workflow system.

11. Gain insights on workforce metrics through a comprehensive analytics dashboard.

D365 Human Resources Training: Introduction to Human Resources D365

 

INTRODUCTION TO MICROSOFT DYNAMICS 365 HUMAN RESOURCES

Microsoft Dynamics 365 Human Resources offers a comprehensive solution encompassing essential human resources capabilities. It streamlines and automates numerous administrative tasks for both full-time employees and contractors. The platform also enables effective job matching by defining and mapping skills, competencies, education, and development. This allows employees to discover career opportunities that align with their potential and goals. Additionally, the compensation and benefits management features help your company reward and retain key employees essential to its success.