Human Resources and Talent Management

Microsoft Dynamics 365 for HR and Talent provides a full-featured solution with core human resources capabilities. Microsoft Dynamics 365 automates and helps you manage many administrative activities for your workforce whether they’re full-time employees and contractors. It also includes the ability to match your employees to the jobs that optimize their interests and talents by defining and mapping skills, competencies, education and development. Employees can identify career opportunities that can help them fulfill their potential and goals. Compensation and benefits management helps your company reward and retain employees that are vital to its success.


Organizations collect and maintain information that helps them meet regulatory requirements, helps employees develop their careers, and contributes to the equity and efficiency in carrying out daily routines. Microsoft Dynamics 365 helps you manage basic employee information such as contact information, demographics, identification, military service status, expatriate, and personal and emergency contacts. You can also track information about employees’ employment, such as company or organization affiliation, start and end dates, terms of employment, pension, vacation, and relocation information.

Microsoft Dynamics 365 lets employees maintain their own data, reducing the time and effort that human resources staff needs to spend on routine activities and freeing up time to focus on more strategic initiatives. Intuitive, self-service pages let employees update personal information, including certifications, as needed, and helps them monitor progress on goals and prepare for upcoming performance reviews. You can implement approval workflows that keep everyone informed as changes are made. As a complete solution, Microsoft Dynamics 365 also maintains data and generates reports that can help you meet regulatory requirements.

Personnel Management Software

Personnel Management lets you:

  1. Browse and search for employees in the organization
  2. Verify employment for current and past employees
  3. Hire new employees and initiate the onboarding process
  4. Promote employees
  5. Manage employee separation and termination and initiate off-boarding process
  6. Reassign employees to new positions and fill open positions
  7. See reporting relationships based on position for any employee in the organization
  8. View new employees, joining employees and exiting employees
  9. Work with employees on leave
  10. Approve any requests that have been submitted through workflow
  11. Gain insights on people metrics through a comprehensive analytics dashboard


Microsoft Dynamics 365 offers a single spot for employees to view and update their personal information, as well as see upcoming courses and reviews. Employees can also view any items that have been assigned to them and review their compensation. Managers can also view their organizations from a single workspace, including summaries of their team and they can find information related to the positions, compensation, and performance goals for not only their direct reports, but skip-level reports as well.

Employee self-service lets you:

  1. Update your personal information such as emergency contacts, image, address, phone numbers
  2. Register for new training classes and view any upcoming training classes you may have registered for
  3. See any expiring certificates
  4. Track and update performance goals
  5. View compensation and drill into compensation history
  6. Schedule reviews or view any upcoming reviews
  7. View currently enrolled benefits
  8. Send praise to co-worker

Manager self-service lets you:

  1. View information related to your direct reports and skip-level reports such as:
    1. Current compensation
    2. Performance goals
    3. Years of service
    4. Seniority or anniversary date
    5. Birthday
    6. Performance goals
    7. Registered training courses
  2. Take actions such as:
    1. Request a new employee
    2. Request a new position
    3. Request a worker reassignment
    4. Request a termination
    5. Request a change to position details
  3. Perform a team skill assessments
  4. Understand where skill gaps may exist on your team


Use Microsoft Dynamics 365 to help you manage standard compensation activities, including defining fixed and variable compensation plans, and spot, cyclical, short-term, or annual bonuses. You can also manage long-term incentives, such as cash awards, stock awards, and stock options.

Compensation management lets you:

  1. Create fixed compensation plans of step, grade and band
  2. Create variable compensation plans to manage such things as bonuses and stock options
  3. Calculate fixed and variable compensation amounts based on factors including performance, region, and budget increases
  4. Perform what if compensation scenarios before committing to employees


Create and manage employee benefits using Microsoft Dynamics 365’s benefit management capabilities. Employees can be enrolled in benefits based on eligibility requirement determined by benefits eligibility policies and rules that each organization defines to meet its own needs.

Benefit management lets you:

  1. Define all the employee benefits offered by your organization
  2. Create robust eligibility rules allowing organizations to easily control what benefits employees are eligible for
  3. Track costs related to benefits and override at employee level
  4. Grandfather employees into plans for which they may not meet eligibility requirements
  5. Mass enroll employees into new benefits
  6. Roll down future rate changes to employees enrolled in a benefit
  7. Analyze employer and employee costs year over year


You can use competencies in Microsoft Dynamics 365 for Talent to compare the skills, knowledge, or abilities defined on a job with the skills, knowledge, and abilities that workers have already obtained. You can track certificates that an employee has earned, tests that an employee has taken, and education the employee has completed. Managers can also examine current and future strategic needs to help their employees shape their own objectives, and then identify the training needed to develop the required competencies.

Competencies and development lets you:

  1. Track skills of jobs and employees
  2. Analyze the skill gaps of your employees compared to a particular in your organization
  3. Learn about the skills your employee posses
  4. Perform skill mapping to make staffing decisions and promote career development that anticipates and prepares for upcoming needs


Microsoft Dynamics 365 for Talent offers a flexible framework for defining the performance management process. Performance can be a structured process with signoff process and defined rating models or a continuous discussion between managers and employees. Employees can track their activities in a performance journal that collects the information needed for productive, collaborative reviews and goal setting discussions with their manager.

Performance management lets you:

  1. Define flexible review periods and performance measures
  2. Define reviews and the structure of the review process
  3. Send praise to employees and share with managers
  4. Manage performance journal content for use in goals and reviews
  5. Create and actively collaborate on goals


Track health and safety related occurrences using Microsoft Dynamics 365 for Talent’s incident tracking system. Cases can be opened and tracked for compliance with government regulations.

HR Incident Management and Complaint Management Software

Health and safety lets you:

  1. Record safety cases through injury and illness tracking
  2. Record activities related to the incident
  3. Track costs and extent of injuries.
  4. Gain insight into incidents using reports and analytics


Manage and create relationships and hierarchies for employees and contractors using Microsoft Dynamics 365 for Talent’s position hierarchies. These hierarchies can be based on managerial lines, project, matrix or any other configuration defined in the organization. Use effective dating to manage changes in the organization. These hierarchies can also be used throughout the application for approval routing in workflow.

Organization Management lets you:

  1. Define the jobs and positions in your organization
  2. Define the required skills for those individuals filling positions
  3. Assign employees and contractors to multiple positions across the enterprise
  4. Create an unlimited number of hierarchies to be used throughout the application for routing of workflow tasks
  5. Update positions in mass from within the application or by using Microsoft Excel based templates


Manage classroom courses in Microsoft Dynamics 365 for Talent. Courses can be created and maintained through course management. Once courses are created, you can manage participants and waitlists for courses while providing an employee self-service experience for signup. After courses are completed, maintain a full record of course completion along with the skills or certificates obtained through successful completion of courses.

Learning Management Software

Organization Management lets you:

  1. Define courses
  2. Track attendance, waitlists, and course logistics such as location, date time and instructors
  3. Track completion with updates to employee file
  4. Update any skills obtained with completion of course
  5. Update employee certificates based on successful completion of course work
  6. Evaluate course impact and instructor effectiveness by using questionnaires
  7. Provide a testing mechanism to determine pass or fail results for course completion by using questionnaire


The onboarding process within Microsoft Dynamics 365 for Talent lets HR professionals create tasks to track the onboarding progress of pending employees as well as recently hired employees. Because the onboarding process can vary between positions in a single organization, multiple onboarding checklists can be created to fit the organizations hiring process. For example, a company may have tasks that should be performed for every employee that is hired into the organization. However, there are additional tasks that need to be performed when hiring executives. Along with onboarding, there may be other business processes in the organization that require tasks to be tracked. Business processes allows you to create a business process template for processes that need to be completed within your organization. For example, your company may have a HR audit that is performed each year. A template can be created to track all the tasks that need to be completed as part of the audit process. Templates can be re-used or copied for recurring processes.

Onboarding business processes lets you:

  1. Define templates for onboarding, offboarding, and employee transitions
  2. Define calendars to apply to tasks for all processes
  3. Assign checklists as part of the process defined
  4. Analyze past due tasks and identify bottlenecks in the process
  5. Assign tasks to employees, positions, managers and new employees
  6. Provide instructions to all tasks
  7. Define “deep links” to drive employees of assigned tasks directly to the right areas in the right context
  8. Assign checklists at any point in the process
  9. Ability to re-assign tasks and update due dates
  10. Update check list during completion by marking items as complete, adding new tasks or removing tasks


Microsoft Dynamics 365 for Talent offers a flexible framework for defining the leave and absence management process. Leave and absence plans can be created to determine how employees accrue or are granted time off. Once an employee has plan assigned, he or she can submit time off requests to be approved by managers. Absence tracking allows both first level managers and human resource managers to see who is taking time off and how much time off they have remaining.

Absence management lets you:

  1. Define leave and absence types and plans
  2. Assign leave and absence plans to multiple employees at time based on selected criteria
  3. Define how often an employee accrues time off whether it’s annually, monthly, bi-monthly or any other frequency
  4. Create tiers based on employment start dates for accruing employee time off
  5. Specify carry-over amounts along with minimum and maximum accrual amounts
  6. Suspend leave and absence plans as needed
  7. Adjust entitlements and grants for individual employees
  8. Specify employee specific start dates for accruing time off
  9. Apply workflow to time off requests
  10. View time off balances and submit time off requests for approval
  11. Track employee plan enrollment and time off balances by type
  12. Analyze absence and utilization rates


Microsoft Dynamics 365 for Talent client is optimized for smaller devices. For iPhone, Android and Windows phones, new workspaces have been developed to provide a phone experience for employees and managers as part of the application.

Mobile Optimized Employee Self Service Software

Mobile Optimized:Company Directory – Employee communication and contact

  1. Contact list for all employees in the organization
  2. Search for anyone in the organization
  3. View public address book information for Location, email and phone
  4. Call, text or email contacts
  5. Coming Soon: additional content including LinkedIn profile navigation
  6. Coming Soon: Send Praise/Feedback

Manager (your team) – View key employee data across your organization

  1. View your direct reports and all employees that are in your organization
  2. View team members and any open positions in a single view
  3. Navigate up and down the hierarchy for your organization
  4. View key details for anyone in your org
  5. Coming Soon: additional content including LinkedIn profile navigation
  6. Coming Soon: Additional action for employees and surfacing of additional data

Employee – View key employee data across your organization

  1. View key information about your employee record
  2. Update employee Image/contact information
  3. Coming Soon: additional content including LinkedIn profile navigation and content
  4. Coming Soon: Additional action for employees and surfacing of additional data


Microsoft Dynamics 365 for Talent provides recruiters, hiring manager and interviewers a consistent view of candidates throughout the hiring process with built in integrations to LinkedIn and your ATS systems. Coordinate candidate availability and direct visibility into the interviewing teams O365 calendars to dramatically cut the time it takes to finalize interview schedules. Get feedback to the hiring manager through a collaborative interview process to make the right hiring decisions faster.

Recruitment Management Software

Attract lets you:

  1. Integrates deeply with LinkedIn Profiles and LinkedIn Recruiter
  2. Streamline interview logistics and process – scheduling, interviewer selection, etc.
  3. Collaborate within the hiring team
  4. Provide quick, informative feedback on candidates
  5. Ask the right interview questions
  6. Impress candidates by easily creating a configurable and personalized candidate experience
  7. Candidate insight on position, role, expectations, team and culture and overall hiring process


Microsoft Dynamics 365 for Talent provides onboarding solutions for new employees/candidates joining an organization. Managers are empowered to enable a first-class experience for new employees joining an organization through standard templates and onboarding checklists. Managers along with others, contribute to the success of individuals joining their teams through this unified experience.

Employee Onboarding Management Software

Onboarding lets you:

  1. Create a personalized pre-boarding and onboarding experience for your new hire
  2. Share critical resources and relevant documents with your new hire to get them to productive
  3. Create onboarding milestones and task lists for your new hire
  4. Identify and build relationships across the company for your new hire
  5. Discover communities to join for your new hire
  6. Monitor the success of the onboarding progress for your new hire

For more information or to view a demonstration of Microsoft Dynamics 365 for Human Resources and Talent Management, email us at