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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