HR solutions for a Microsoft world
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
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
I’m about to kick off a project phase implementing performance management for a customer. It’s not something I do every day, so I’m taking a bit of time to refresh my memory. While I’m doing that, I thought I’d ping out a few posts about how it works (so that refreshing my memory is quicker … Read more