HR solutions for a Microsoft world
I’ve been working with a company lately who were at risk of falling foul of GDPR, because the partner they were previously working with hadn’t properly secured their workers’ address and contact info during the data migration phase. We fixed it for them, but it was fiddly, and cost a few quid in hours spent … Read more
A quick one this but one which lots of people have been asking. Attract (the recruitment bit of Talent) is still available within your average Talent plan. You know, the one that costs $200/month for 5 users. Or the one that comes bundled with Plan 2 / Unified Operations. It’s still there. But Microsoft have … Read more
Accruals are boring and surely nobody’s favourite subject, but they have to be done. You have to tell Talent to go away and run the code that calculates what leave people are entitled to. You do this from the Leave and absence workspace, under Links > Manage leave > Accrue leave and absence plans. You … Read more
Employees can obviously see their balances in self service. But as HR we can also go into their worker record, check which plans they’re enrolled on, and see what their balances are on each. To do that you can either go into the worker record and hit the ‘Leave and absence’ button, or in a … Read more
When your plans are all set you can start enrolling workers onto them. There are about 356 different places you can enrol workers onto leave plans: From the worker record (leave and absence) From the leave and absence workspace dashboard From the leave plan form My personal preference, even when enrolling new workers, is to … Read more
Edit: 22 November 2019 – a few new fields have been added to leave plans, which have changed how others work. There’s no point leaving the old version of this post active (it’s not like anyone’s using the old version of Talent) so I’m going to add them to this post now and edit what … Read more
Leave types are one of the foundation bits of config for setting up leave and absence in Talent. At first they might just seem like broad categories, but in fact they’re a bit more significant. When a user books leave in self-service, the list of values they select from in order to indicate the sort … Read more
Leave and absence is one area where Microsoft are spending a lot of effort at the moment. Every time I go back to it to complete the setup for a client it looks a bit different than it did the time before. New fields get added, forms change slightly, and it can do more than … Read more
Payment methods are enabled by default in the employee self service workspace in Talent. But given that there are no payroll features there, depending on the broader HRIS landscape, a lot of people choose to switch off this tab. I used to do this by removing the relevant security privilege from the employee role, but … Read more
This is a question I’m seeing asked again and again and again – so I thought I’d get some content out there that explains how Talent is customised. This is intended to be an overview – and I’m assuming a degree of knowledge about the Dynamics suite in general, and the broader Microsoft stack (including … Read more