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HR – Dynamics 365 Guide

This guide is for HR professionals, HR business partners, PRO teams, and system administrators using Dynamics 365 Human Resources to manage employee data, configure processes, and monitor compliance across GEMS schools.

Use the sidebar to navigate by topic, or use the search bar to find a specific process.

What's in this guide​

  • Navigating D365 HR — signing in, the navigation pane, and the Action Pane
  • Questionnaires — setting up schedules, viewing the Intentions Inquiry, and running the offboarding batch
  • Onboarding — configuring checklists, dependencies, and school-specific tasks
  • Visa and work authorisation — setup tables, recording employee visa information, and monitoring expiring records
  • HR Requests — configuring request types and processing submitted requests
  • Probation — configuring parameters, running the review batch, and monitoring reviews
  • Identification — configuring mandatory attachment rules per document type
  • Benefits — configuring reward types for the ESS rewards statement
  • Offboarding — configuring the offboarding checklist and assigning it to leavers
  • Learning — reviewing GEMSU course data, monitoring the integration log, and importing course records
  • Leave — setting up leave plans and types, approval and validation rules, plan assignment through worker actions, calendar changes, and bulk submissions
  • Airfare — age groups and fare rates, the employee and dependent details that drive the calculation, running the calculation batch, and reading the calculated amounts
  • Performance — goal and review templates, the performance year and calibration framework, generating reviews, tracking them through the cycle, and the calibration and talent review records
  • Time and Attendance — attendance and overtime hierarchies, overtime eligibility, loading and generating attendance logs, the summary batch job, and the manager, HR and finance overtime approvals
  • Troubleshooting — common problems and how to resolve them
  • Glossary — the terms used across D365 HR