Set up the HR Recruiting app (preview)

[This article is prerelease documentation and is subject to change.]

This article explains how to set up the HR Recruiting app in Microsoft Dynamics 365 Human Resources.

Important

• This is a preview feature.
• Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Prerequisites

Before you can install the Recruiting app, the following prerequisites must be met:

• You have a Dynamics 365 finance and operations environment, version 10.0.40 (10.0.1935.72) or later, and the most recent quality update is installed.

• You have a Dynamics 365 Human Resources license for the finance and operations environment.

• You're a user who has system administrator permissions for both Dynamics 365 Human Resources and Power Apps.

• One of the following Microsoft Power Platform integrations is completed:

  • If you don't yet use Microsoft Power Platform and want to expand your finance and operations environments by adding platform capabilities, see Connect finance and operations apps with a new Microsoft Dataverse instance.
  • If you already have Dataverse and Microsoft Power Platform environments, and you want to connect them to finance and operations environments, see Connect finance and operations apps with an existing Microsoft Dataverse instance.

• You have a license and permissions for Power Automate, Power Apps, and Office 365.

• The Finance and Operations Virtual Entity and Microsoft Flow Approvals solutions are installed. To install them, follow these steps:

  1. Sign in to the Power Platform admin center.
  2. In the left pane, select Resources > Dynamics 365 apps.
  3. Select Install app.
  4. Install the Microsoft Flow Approvals solution.
  5. Install the Finance and Operations Virtual Entity solution.

  For more information, see Manage Dynamics 365 apps.

Get started

To configure the Recruiting app in Dynamics 365 Finance, follow these steps.

1. In Dynamics 365 Finance, open the Feature management workspace.

2. Select Check for updates.

3. On the New tab, search for the (Preview) Enable recruitment add-on feature.

4. Select Enable now.

5. Refresh the page.

6. Open the Human resources parameters page.

7. On the Recruitment tab, update the following fields:

   • Set the Recruitment enabled option to Yes.
   • In the Recruitment experience field, select HR Recruitment.
   • Set the Integration to new recruiting app option to Yes.

8. Refresh the page.

To see Recruiting requests and candidates, go to Human Resources > Recruitment.

Install the Recruiting add-on app in Dataverse

To install the Recruiting add-on app for the first time, follow these steps.

1. Sign in to AppSource as an admin.

2. Select Dynamics 365 Human Resources recruiting add-on, and then select Get it now.

3. Select Environments and then search for and select your environment.

4. Select the checkboxes to agree to the privacy statement and legal terms.

5. Sign in to the Power Platform admin center.

6. Select your environment, and then select the mandatory checkboxes.

7. Select Install.

8. To check the status of the installation, follow these steps:

   1. In the Power Platform admin center, select Environments, and then select your environment.
   2. Select Resources > Dynamics 365 apps.
   3. Look in the Status column for Dynamics 365 Human Resource recruiting add-on. If installation was successful, the value is Installed. If the value is Failed, set up the app again by selecting Retry installation.

Activate connections and flows for the Recruiting app

To activate connections and flows for the Recruiting app, follow these steps.

1. Sign in to Power Apps.

2. Select the environment where you installed the Recruiting add-on app.

3. In the left pane, select Solutions.

4. In the list of solutions, select Default Solution.

5. Select Connection reference.

6. Search for Recruiting. The following solutions should be available:

   • Recruiting approvals connection
   • Recruiting dataverse connection

7. Edit each connection reference. Add a new or existing connection, and make sure that it's enabled.

   • Recruiting approvals connection: Add the Approvals connector.
   • Recruiting dataverse connection: Add the Microsoft Dataverse connector.

8. Go to Solutions and select the Managed solution.

9. Select HCM recruiting flows.

10. Select Cloud flows, and then select Turn on for the cloud flows that are disabled.

11. Repeat steps 8 through 10 for HCM Recruiting.

    Note

    Make sure that all the HCM Recruiting flows are active. Otherwise, issues can occur. For example, if the Portal create candidate flow isn't active, candidates can't create a profile.

Recruiting flows

Name	Description
Email notification flow	The primary process for dispatching email notifications utilizes predefined email templates. Used in different workflows based on the scenario.
Job ad approval flow	Notify approvers via Teams/Outlook for job ad approval.
Job ad in app approval flow	Manages in-app approvals and automatically completes the Teams or Outlook workflows if they have already been initiated.
Publish candidate to Dynamics 365 finance and operations	When Ready to hire is clicked, the candidate's details are forwarded to the Dynamics 365 Human Resources.
When a candidate status changes in Dynamics 365 finance and operations	Syncs candidate status from Dynamics 365 Human Resources back to the recruiting add-on app.
Prospect invite to apply	When a candidate is added as a prospect and invited to apply, an email notification is sent asking them to apply for the job.
On delete of applicant	Deletes applicant and clears related Hire table records.
When an applicant is deleted	Delete candidate information in Dynamics 365 Human Resources when an applicant is removed.
When an application is created	When an application is created, it triggers the email notification flow to send a confirmation email to the candidate.
When an application is rejected or withdrawn	When an application is either rejected or withdrawn, the email notification flow is triggered to inform the candidate of their application status.
Portal create attachments in note table	This process is initiated when a resume is attached to create a record in the note table. It is used in the recruitment add-on.
Portal create candidate flow	When users sign up, the flow creates a record in the candidate table, and their personal information is populated based on that.
Portal update candidate type	This process identifies whether a candidate is external or internal at sign-in and updates the candidate type column accordingly.
Portal update contact from candidate	This flow updates the contact table when the first name, last name, middle name, and email fields in the candidate table are filled.
Post adaptive card flow	This flow allows panel members to select and submit their preferred slots for interview scheduling.
Retrieve feature control setting	This flow retrieves the feature control value using the namespace and feature control name.
Resume parse flow	Upon uploading a resume, the flow triggers a plugin that parses the resume and returns parsed data to populate candidate details automatically.
Pass panel time slots	Tracks the slots chosen for different panel members for a job.
Send meeting invite	Sends meeting invitations to candidates and interviewers.
Create intermediate table candidate slots	Monitors the slots that are sent to candidates.
Email lots to candidate and send to plugin	Send email with options to candidates.

Activate the careers site

Prerequisite: The Recruiting add-on app must be installed in Dataverse.

To activate the careers site, follow these steps.

1. Sign in to Power Pages as an admin.
2. Select your environment.
3. Select the Inactive sites tab.

Note

If you can't view the inactive site, create a temporary site using any available template. After creating a temporary site, you'll be able to access the inactive site.”

4. Select Reactivate for Recruiting-careers site to activate the site.

5. Provide a name and web address for the website, and then select Done.

   Note

   To ensure that future updates can be installed, don't modify the input of the Reactivated website field.

6. Click on Edit, Set up > Cloud flows.

7. An error message is displayed: "One or more cloud flows are not registered for your site. Click the icon for each flow to register them."

8. Click the icon to register both the flows.

9. Click Pages from left pane.

10. In other pages, you see duplicate Screening questions. Delete one of them.

11. Click Sync.

Site activation might take up to 10 minutes. After the site activated, it's available on the Active sites tab.

For more information, see Reactivate sites.

Important

After your site is activated, confirm that the version number is at least 9.6. If it's earlier than 9.6, contact us. To find the version, execute {siteUrl}/_services/about in the browser.