HR solutions for a Microsoft world
This is a blog series that I’ve been meaning to write for LITERALLY YEARS, and have been putting it off because I suspect it will hurt my brain. But it needs to be done and I have a rare day with no meetings so I’ll push this out for posterity today. When I first learned … Read more
I had a timely reminder last week from a new member of the team – that it’s not always the big things that make a difference to users. So here’s a thing so little that those of us who’ve been at this for a while sometimes forget to mention, but which most of us almost … Read more
This is the final post in the series, but my plan is to keep it up to date with issues that me or my team encountered while setting up email notifications. It’s going to be a bit like an FAQ list, so when it gets a bit long, using the page search function might come … Read more
So in theory now, your emails should be generating, and sitting ready to go. This is because the batch jobs that are needed in Talent to run workflows and generate notifications are on by default. The batch job used to send the emails however, needs to be activated. First of all, check that your emails … Read more
We’re getting closer to actually sending some emails out now… At this stage you need to go back to your workflow, tell it which email template to use, and also give that email some content. When we entered ‘%message%’ in the HTML file, we were telling Talent to use the message data from the workflow … Read more
This is a bit that I struggled with when I was first learning it – because it feels like you have to set up your template twice. Once in the system admin part of Core HR, and once when you’re editing your workflow. After a while you just accept it as it is and stop … Read more
There are many good blog posts out there already that walk you through how to set up email parameters in Finance and Operations, and fortunately for us, in Talent they work in more or less the same way. I was advised a while ago to use the Exchange setup, which is really simple to do. … Read more
There’s not much point in doing your leave management in Talent, if you still have to ping an email to your manager to tell them you’ve submitted a leave request before they know to go in and approve it. Now, as I’ve mentioned before, I’m not a techie. I’m a HR user who started pressing … Read more
One of the first things you notice when you take a canter round a worker record in Talent (or, for that matter, the HR module in Finance and Operations), is that there are dates EVERYWHERE. If you’re looking to find or maintain a start date for a worker, there are no less than six different … Read more
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