Dynamics 365’s ‘HR Experience’ Rounds Out its HCM Software Product Offerings

Posted on: July 17, 2017 | By: Jim Bertler | Microsoft Dynamics CRM

Authored by: John Hinchy

In last week’s blog, I introduced the first portion of Microsoft Dynamics 365’s new product line for Human Capital Management. This was Microsoft Talent, a great tool for Hiring Managers and HR staff to attract the best candidates, automate interview scheduling, hire the right people, and efficiently onboard them.

In today’s blog, I want to introduce ‘HR Experience’ which is the second half of the HCM process. Once the right candidates are hired, it is critical to engage and develop employees. According to Microsoft, Gallup estimates that actively disengaged employees cost the US, alone up to $605 billion each year in lost productivity. That is why Microsoft knows that streamlining the HR experience is crucial, and has built the tools to do so. The modules created in HR Experience focus on the critical aspects of employee management such as personnel management, benefits, compensation, employee and manager self-service, and competencies and development.

With ‘Personnel management,’ HR staff sees an aerial view of what is happening with all employees company-wide. They can see recently hired workers, contracts, open, positions, and exiting workers. The Dynamics 365 dashboard allows them to drill down into the details of each of these categories and update positions and employee information

microsoft crm for sales.  

From the HR Experience homepage, you can also navigate to company benefits. Managers have the ability to see what benefits are offered and who is enrolled in each benefit. This also allows metrics to be supplied cost of benefits from year-to-year and percentage change in each benefit. Additionally, you can easily see when each benefit is starting or expiring and renew or update accordingly. Within the benefits screen, you can once again scroll down to each individual benefit to see details and make updates. In the image on the right below, notice how you can view who is enrolled in the benefit, update effective dates, and even override eligibility rules for a plan. In the header of the individual benefit you can take action for the employee by enrolling or expiring the benefit, among other things.

microsoft crm for sales

microsoft crm for sales

One of the most important aspects of HR management is compensation. Microsoft has built out a sophisticated dashboard for this piece as well. It allows for an overall view of where each employee stands in terms of compensation and pay grade group. Each group can be drilled into and updated. Microsoft has added technology to this piece that allows each pay group to be included in a grid structure and updated all at once by adjusting minimum, midpoint, and maximum pay by dollar amounts or percentages.

microsoft crm for sales

With Employee and Manger Self-Service, managers have the ability to see both career and personal information as it relates to their team. This puts all employee information in one place so that a manager can quickly update multiple employee profiles at once. From here you can view performance and salary of each team member. Based on performance and goals, manager can even request worker reassignments, request terminations, or request change to positions.

microsoft crm for sales

Lastly, the competencies and development module is a tool to utilize and grow employees within the organization by identifying their skills and guiding them into the proper roles. The skills mapping tool aggregates a number of different skills and competencies and gives managers insight into who would best fill a newly created position, or a position of someone retiring or leaving the company.

microsoft crm for sales

Within the next few months, Microsoft Talent and HR Experience will be rolled out in production to allow companies to revolutionize the way they handle their Human Capital. Stay tuned for updates on new releases and the official launch of these modules.

If you think that a Dynamics CRM system is the next best step for your business, contact Logan Consulting, your Microsoft Dynamics CRM partner of Chicago.