HR solutions for a Microsoft world
So you’re using Dynamics 365 for Finance and Operations to run the projects and finance bit of your business, and Dynamics 365 for Talent is underpinning your HR function. Your employees are going to the employee self service (ESS) workspace in Talent to book leave, update their details, and take part in performance reviews, but … Read more
A confession… I’m at Unleash this week and I wasn’t organised enough to cheat and write today’s post in advance, so today’s tip is super quick. And it might also be being written on a Monday night in a hotel bar, with the assistance of beer. Ok. We’re all friends here, right? In Talent, in … Read more
TL:DR – the Excel add-in combined with Power Query is the ad hoc reporting tool you’ve been looking for. And it’s free. One of my favourite things about Talent is the analytics dashboards that are published in most of the workspaces. No sooner have you entered your first worker records than these great visuals start … Read more
When Talent launched in 2017, two of the most exciting bits of the product were the new ‘experience’ apps – Attract and Onboard, which dealt with the processes needed to get a new recruit successfully into your business. Both apps are accessible in a few ways – one being via the default dashboard. As standard, … Read more
If I had a pound for every time I’d been asked this question… Ok, let’s talk payroll. Stating the obvious first – there is no payroll functionality included in Talent, and if there ever is, I will eat not just my hat, but my laptop, monitor, and headset – with the mouse for afters. If … Read more
I’ve put this separate from the review posts, because goal setting is something that happens in most performance processes, whether you’re running any formal reviews or not. In Talent, goal setting can work as a completely independent activity. It has its own tile in self service, requires minimal setup, and can be a useful feature … Read more
Once you’ve got your templates set up, the last thing to do is to start creating the reviews. That is, take an instance of a review template, and assign it to a worker to start the process. Workers can see their reviews from self service. That calendar icon will show you the start date of … Read more
When you’ve decided how the process should work, and where the hand offs are between the worker and the manager, you can create review templates that help both parties capture the right information for the review. Templates are an interesting concept in Talent, because the out-of-the-box employee and manager roles don’t force you to use … Read more
Review types is where most of the heavy lifting gets done in terms of controlling how your review process works (obviously, if you’re doing performance without reviews, you can skip this bit). For each review type you create, you can select criteria that determine how reviews of this category work. There are five criteria: Enable … Read more
Just to be 100% clear – because it’s one of those terms that could mean several different things – a review in Talent is a formalised checkpoint between the manager and the employee, which gets recorded into the system. Several things are potentially recorded against a review – you might add in goals, to show … Read more