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Human resources overview

Human resources streamlines many routine recordkeeping tasks and automates a number of processes related to staffing your organization. It also provides a framework for human resources staff to manage areas of oversight. These areas include employee recruitment and retention, benefits administration, training, performance reviews, and change management.

Use Human resources to complete these tasks:

  • Administer organizational structures.
  • Maintain comprehensive worker information from hire to retire.
  • Define and administer benefit plans, enroll workers, assign dependent coverage, and designate beneficiaries.
  • Establish and monitor absence policies.
  • Implement and track profile-based time management and generate pay information to export to a payroll system.
  • Manage worker competencies.
  • Review performance and implement worker goals.
  • Set up, deliver, and analyze training courses that include agendas, sessions, and tracks.
  • Recruit workers and track applicants.

Develop a human resources strategy

As you work with Human resources, decide how to structure your organization by using elements such as departments, jobs, and positions. These elements are among the foundational elements that you configure in Human resources. Assign individual employees to positions that are associated with jobs.

Recruit, hire, and motivate employees

Recruitment projects manage the content used in advertisements for open positions, and can help you manage applications for job openings. Use them to track responses to job postings for a specific recruitment project or specific applicants, and update the status of open positions. You can also hire single applicants or manage "mass hire projects" that facilitate hiring multiple workers, for example, to meet seasonal business needs.

After you hire staff, set up plans to effectively and equitably manage compensation, and manage items, such as computers or phones, that your organization lends to its employees. You can create fixed and variable compensation plans, and define rules that apply the compensation plan to meet the criteria for that plan.

Develop and train employees

To help your employees reach their career objectives while delivering critical business needs, set up goals, create performance reviews, and track feedback. To help employees develop needed skills, set up instructors, course types, courses, course descriptions, agendas, tracks, and sessions before you assign an instructor to a course or register someone for a course. Instructors must already exist as workers, applicants, or contacts.

Create and maintain benefits

In addition to compensating your staff with wages, salaries, and bonuses, develop benefit programs such as health insurance and retirement plans. You can also manage benefits such as loan programs, in which your company lends items, such as computers or phones, to its employees.

Maintain workplace safety and compliance

Microsoft Dynamics AX can help you maintain a safe work environment that complies with applicable laws, including the Americans with Disabilities Act and immigration and naturalization laws, among others. For example, you can manage the physical requirements for specific jobs and track requests for accommodations that help your organization optimize the skills of its workforce.

Gather information using questionnaires

You can design and administer questionnaires to gather information for various purposes. The Questionnaire feature lets you design and create questionnaires. When a questionnaire is ready, you distribute it broadly or to a specific set of respondents to complete. After the respondents provide their answers, you can review and analyze the results.

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