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Get started and use functionality in Microsoft Dynamics 365 Human Resources

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Performance Management Courses Benefits Management Courses Workplace Safety Courses Document Management Courses

Course Description

Overview

  • Module 1: With its modern benefits and programs, Microsoft Dynamics 365 Human Resources helps you attract and retain talent. This module helps you get started with Human Resources.
  • In this module, you will:

    • Learn about the benefits of Human Resources.
    • Explore the features and functionality of Human Resources.
    • Learn about the different ways to extend and integrate Human Resources capabilities.
  • Module 2: Learn how to use organizational hierarchies, alerts, electronic signatures, and document management. Additionally, learn how to set up email settings and time zones.
  • In this module, you will:

    • Create an organizational hierarchy.
    • Configure and use alerts.
    • Set up and manage alerts and alert rules.
    • Work with electronic signatures.
    • Set up document management.
    • Configure email settings and time zones.
  • Module 3: This module explains how to manage personnel in Microsoft Dynamics 365 Human Resources.
  • In this module, you will:

    • Create departments, jobs, and positions.
    • Use recruiting functionality.
    • Work with the onboarding process.
    • Manage transitions.
    • Work with skills development.
    • Manage performance and the offboarding process.
    • Learn about workplace safety and compliance.
  • Module 4: Learn how to enable Benefits management in Microsoft Dynamics 365 Human Resources, create benefit plans, and enroll employees.
  • In this module, you will:

    • Explore the capabilities of the Benefits management workspace in Human Resources.
    • Use Feature management to enable the Benefits management workspace.
    • Learn how to create a benefit plan in Human Resources.
    • Learn how to enroll employees in a benefit plan.
    • Create a flex credit program.
  • Module 5: Microsoft Dynamics 365 Human Resources helps you provide competitive, flexible leave benefits to your workers. Learn how to create leave plans, manage leave requests, and provide a self-service leave experience.
  • In this module, you will:

    • Explore the capabilities of the Leave and absence workspace in Human Resources.
    • Learn how to configure leave and absence parameters.
    • Learn how to create a leave and absence plan in Human Resources.
    • Learn how to assign employees to a leave and absence plan.
    • Create a program where employees can buy and sell leave.
    • Learn how to manage leave requests.
    • Learn how to use the Dynamics 365 Human Resources app in Microsoft Teams.
  • Module 6: Learn how to create fixed and variable compensation plans in Microsoft Dynamics 365 Human Resources.
  • In this module, you will:

    • Explore the capabilities of the Compensation management workspace in Human Resources.
    • Learn how to configure Compensation management parameters.
    • Learn how to create fixed and variable compensation plans in Human Resources.
    • Learn how to create eligibility rules for compensation plans.
    • Learn how to enroll employees in compensation plans.
    • Learn how to process compensation plans.

Syllabus

  • Module 1: Get started with Dynamics 365 Human Resources
    • Introduction
    • Manage your organization with Dynamics 365 Human Resources
    • Increase organizational agility
    • Transform employee experiences
    • Optimize HR programs
    • Gain insights into your workforce
    • Provide modern benefit packages
    • Offer competitive leave and absence programs
    • Integrate with other systems
    • Check your knowledge
    • Summary
  • Module 2: Manage your organization with Dynamics 365 Human Resources
    • Introduction
    • Create an organizational hierarchy
    • Configure alerts
    • Set up electronic signatures
    • Configure case management
    • Set up document management
    • Configure email settings
    • Set dates and time zones
    • Exercise - Set up document management
    • Exercise - Configure electronic signatures
    • Check your knowledge
    • Summary
  • Module 3: Manage personnel with Dynamics 365 Human Resources
    • Introduction
    • Create departments
    • Create jobs and positions
    • Recruit with LinkedIn Talent Hub
    • Onboarding, offboarding, and transition processes
    • Develop skills
    • Manage performance
    • Workplace safety and compliance
    • Exercise – Create a mass hire project
    • Exercise – Hire existing employees through recruitment
    • Check your knowledge
    • Summary
  • Module 4: Create benefit plans in Dynamics 365 Human Resources
    • Introduction
    • Overview
    • Enable or disable Benefits management
    • Configure Benefits management parameters
    • Create benefit plans
    • Configure Employee self-service parameters
    • Enroll employees
    • Exercise - Create a benefit plan
    • Exercise - Create a flex credit program
    • Check your knowledge
    • Summary
  • Module 5: Manage leave and absence in Dynamics 365 Human Resources
    • Introduction
    • Set up leave and absence
    • Create a leave and absence plan
    • Accrual in leave and absence plans
    • Buy and sell leave
    • Manage employee leave and absence
    • Exercise - Create a leave plan
    • Exercise - Enroll an employee
    • Check your knowledge
    • Summary
  • Module 6: Create compensation plans in Dynamics 365 Human Resources
    • Introduction
    • Set up fixed compensation components
    • Create a fixed compensation plan
    • Create a variable compensation plan
    • Configure eligibility rules
    • Enroll employees in compensation plans
    • Process compensation plans
    • Exercise – Create a fixed compensation plan
    • Check your knowledge
    • Summary

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