{"title":"BBCG.11.D365: Configuring Human Resources","description":"\u003cp\u003e\u003cspan\u003eThe Human Resource Management area within Dynamics 365 not only allows you to manage all of your employees employment information, but it also allows you to track jobs \u0026amp; positions within the organization, track recruiting projects, and much more.  A lot of the core information that you can configure within the Human Resource Management area is also leveraged by other areas of Dynamics 365 for approvals, skill matching, and also resource management so even if you are not going to be using all of the Human Resource Management features right away, you will definitely be using some of them.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eSetting up the Human Resource Management area is not hard to do either, and this guide is designed to give you step by step instructions on how to configure all of the base codes and controls that you need to make the Human Resource Management area tick correctly and also to give you step by step instructions on how you can quickly load all of the necessary worker, position and job information so that you can speed up the data load process and get you up and running quickly.\u003c\/span\u003e\u003c\/p\u003e","products":[{"product_id":"bbcg-11-01-d365-2-pdf-configuring-the-human-resource-management-within-dynamics-365-hr-second-edition-module-1-configuring-the-controls-digital","title":"BBCG.11.01.D365.2.PDF: Configuring the Human Resource Management within Dynamics 365 HR (Second Edition) - Module 1: Configuring the Controls (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eThe Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eRecently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThe Human Resource Management area within Dynamics 365 not only allows us to manage all of your employee's employment information, but it also allows us to track jobs \u0026amp; positions within the organization, track recruiting projects, and much more. A lot of the core information that we can configure within the Human Resource Management area is also leveraged by other areas of Dynamics 365 for approvals, skill matching, and also resource management, so even if we are not going to be using all of the Human Resource Management features right away, you will be using some of them.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eSetting up the Human Resource Management area is not hard to do either. This guide is designed to give step by step instructions on how to configure all of the base codes and controls that we need to make the Human Resource Management area tick correctly and also to give us step by step instructions on how we can quickly load all of the necessary worker, position and job information so that we can speed up the data load process and get us up and running quickly.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eBefore we start setting up our \u003cb data-mce-fragment=\"1\"\u003eWorkers \u003c\/b\u003eand \u003cb data-mce-fragment=\"1\"\u003eJobs\u003c\/b\u003e, there is a little bit of housekeeping that we need to do by setting up some of the codes and parameters used by the \u003cb data-mce-fragment=\"1\"\u003eHuman Resource Management\u003c\/b\u003e area. This includes the configuration of some of the \u003cb data-mce-fragment=\"1\"\u003eReason Codes\u003c\/b\u003e that you will be using, the setup of some of the common \u003cb data-mce-fragment=\"1\"\u003eDocument Types\u003c\/b\u003e, and the configuration of the \u003cb data-mce-fragment=\"1\"\u003eHuman Resource Management Parameters\u003c\/b\u003e.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will show you how to configure all the base Human Resource codes and controls within Dynamics 365 Human Resources.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring the Human Resource Reason Codes\u003c\/li\u003e\n\u003cli\u003eCreating Human Resource Document Types\u003c\/li\u003e\n\u003cli\u003eConfiguring the Human Resource Parameters\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Human Resource Management within Dynamics 365 HR\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e233 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (January 3, 2022)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":41482982162610,"sku":"","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_245045fd-d29a-4b4a-8beb-633e9ff838c3.png?v=1641211806"},{"product_id":"bbcg-11-02-d365-2-pdf-configuring-the-human-resource-management-within-dynamics-365-hr-second-edition-module-2-configuring-jobs-digital","title":"BBCG.11.02.D365.2.PDF: Configuring the Human Resource Management within Dynamics 365 HR (Second Edition) - Module 2: Configuring Jobs (Digital)","description":"\u003cp\u003eThe Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly. The Human Resource Management area within Dynamics 365 not only allows us to manage all of your employee's employment information, but it also allows us to track jobs \u0026amp; positions within the organization, track recruiting projects, and much more. A lot of the core information that we can configure within the Human Resource Management area is also leveraged by other areas of Dynamics 365 for approvals, skill matching, and also resource management, so even if we are not going to be using all of the Human Resource Management features right away, you will be using some of them.\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cp\u003eSetting up the Human Resource Management area is not hard to do either. This guide is designed to give step by step instructions on how to configure all of the base codes and controls that we need to make the Human Resource Management area tick correctly and also to give us step by step instructions on how we can quickly load all of the necessary worker, position and job information so that we can speed up the data load process and get us up and running quickly. Now that we have configured the basic controls for the Human Resource Management area of the system, we can start configuring the worker details before we do that though we will want to decide what types of workers we need within our organization. We will do that by defining the job types we will use within the system. Later, we will use these job details to define our positions within the organization and then assign them to our workers.\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cp\u003eThis module will show how we can start configuring our initial job details within the organization. \u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Job Types\u003c\/li\u003e\n\u003cli\u003eConfiguring Job Functions\u003c\/li\u003e\n\u003cli\u003eConfiguring Job Tasks\u003c\/li\u003e\n\u003cli\u003eConfiguring Job Titles\u003c\/li\u003e\n\u003cli\u003eConfiguring Jobs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Human Resource Management within Dynamics 365 HR\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e384 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (January 20, 2022)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":41544133574834,"sku":"","price":7.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_b91689cb-3888-4d1f-9932-fb2de49eb6f2.png?v=1642680952"},{"product_id":"copy-of-bbcg-11-03-d365-2-pdf-configuring-the-human-resource-management-within-dynamics-365-hr-second-edition-module-3-configuring-workers-digital","title":"BBCG.11.03.D365.2.PDF: Configuring the Human Resource Management within Dynamics 365 HR (Second Edition) - Module 3: Configuring Workers (Digital)","description":"\u003cp\u003eThe Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly. The Human Resource Management area within Dynamics 365 not only allows us to manage all of your employee's employment information, but it also allows us to track jobs \u0026amp; positions within the organization, track recruiting projects, and much more. A lot of the core information that we can configure within the Human Resource Management area is also leveraged by other areas of Dynamics 365 for approvals, skill matching, and also resource management, so even if we are not going to be using all of the Human Resource Management features right away, you will be using some of them.\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cp\u003eSetting up the Human Resource Management area is not hard to do either. This guide is designed to give step by step instructions on how to configure all the base codes and controls that we need to make the Human Resource Management area tick correctly and to provide us with step-by-step instructions on how we can quickly load all the necessary workers, positions, and job information so that we can speed up the data load process and get us up and running quickly. Once the general configuration has been completed, we can start setting up some of the more exciting Human Resource Management area parts.  And the first place that we will begin to is configuring the \u003cstrong\u003eWorkers\u003c\/strong\u003e and \u003cstrong\u003eEmployees\u003c\/strong\u003e.  The \u003cstrong\u003eWorker\u003c\/strong\u003e is the general way to classify people within Dynamics 365, and you will want to load everyone you want to track within the Human Resources as \u003cstrong\u003eWorkers\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWorkers \u003c\/strong\u003ecan then be classified as \u003cstrong\u003eEmployees\u003c\/strong\u003e or \u003cstrong\u003eContractors\u003c\/strong\u003e depending on whether they are paid by the company or just external parties you work with.  This section will focus on setting up the \u003cstrong\u003eEmployees\u003c\/strong\u003e and leaving the other worker variations to a later subject.\u003c\/p\u003e\n\u003cp\u003eThis module will show how we can start configuring our worker configuration and details within the organization.\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Ethnic Origins\u003c\/li\u003e\n\u003cli\u003eConfiguring Identification Types\u003c\/li\u003e\n\u003cli\u003eConfiguring Language Codes\u003c\/li\u003e\n\u003cli\u003eCreating A New Worker\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Human Resource Management within Dynamics 365 HR\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e241 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (February 7, 2022)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":41613666681010,"sku":null,"price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_ec838dc3-f7e7-4960-abc1-1acf1986e387.png?v=1644234935"},{"product_id":"bbcg-11-04-d365-2-pdf-configuring-the-human-resource-management-within-dynamics-365-hr-second-edition-module-4-configuring-positions-and-hierarchies-digital","title":"BBCG.11.04.D365.2.PDF: Configuring the Human Resource Management within Dynamics 365 HR (Second Edition) - Module 4: Configuring Positions and Hierarchies (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eThe Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eRecently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly. The Human Resource Management area within Dynamics 365 not only allows us to manage all of your employee's employment information, but it also allows us to track jobs \u0026amp; positions within the organization, track recruiting projects, and much more. A lot of the core information that we can configure within the Human Resource Management area is also leveraged by other areas of Dynamics 365 for approvals, skill matching, and resource management, so even if we are not going to be using all of the Human Resource Management features right away, you will be using some of them.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eSetting up the Human Resource Management area is not hard to do either. This guide is designed to give step by step instructions on how to configure all the base codes and controls that we need to make the Human Resource Management area tick correctly and to provide us with step-by-step instructions on how we can quickly load all the necessary workers, positions, and job information so that we can speed up the data load process and get us up and running quickly\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eNow that we have created our jobs, we can start making the \u003cstrong data-mce-fragment=\"1\"\u003ePositions\u003c\/strong\u003e and the \u003cstrong data-mce-fragment=\"1\"\u003ePosition Hierarchies \u003c\/strong\u003ethat will allow us to generate reporting structures.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Position Types\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Position Hierarchy Types\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Positions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing the Position Hierarchy Graphically\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAssigning Workers To Positions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAssigning Positions To Inactive Workers\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Human Resource Management within Dynamics 365 HR\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e222 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2, 2022)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":41699181985970,"sku":"BBCG.11.04.D365.2.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_020ccead-c5f9-44a9-9623-bb0844fd5906.png?v=1646233076"},{"product_id":"bcg-11-05-d365-2-pdf-configuring-the-human-resource-management-within-dynamics-365-hr-second-edition-module-5-configuring-recruiting-projects-digital","title":"BBCG.11.05.D365.2.PDF: Configuring the Human Resource Management within Dynamics 365 HR (Second Edition) - Module 5: Configuring Recruiting Projects (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eThe Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eRecently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly. The Human Resource Management area within Dynamics 365 not only allows us to manage all of your employee's employment information, but it also allows us to track jobs \u0026amp; positions within the organization, track recruiting projects, and much more. A lot of the core information that we can configure within the Human Resource Management area is also leveraged by other areas of Dynamics 365 for approvals, skill matching, and resource management, so even if we are not going to be using all the Human Resource Management features right away, you will be using some of them.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eSetting up the Human Resource Management area is not hard to do either. This guide is designed to give step by step instructions on how to configure all the base codes and controls that we need to make the Human Resource Management area tick correctly and to provide us with step-by-step instructions on how we can quickly load all the necessary workers, positions, and job information so that we can speed up the data load process and get us up and running quickly. Now that we have our workers in the correct positions, we can start getting even more efficient by taking advantage of the \u003cstrong data-mce-fragment=\"1\"\u003eRecruiting Projects\u003c\/strong\u003e within Dynamics 365 to create new jobs, track applications \u0026amp; applicants, and hire new workers.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating A New Position For Recruitment\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Recruitment Projects\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Applicant For Positions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Applicant Applications For Positions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eFinishing the Recruiting Project\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Human Resource Management within Dynamics 365 HR\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e135 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 13, 2022)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":41737432072370,"sku":"BCG.11.05.D365.2.PDF","price":2.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_b389898a-0878-4e7c-879e-1e96d1fa7bff.png?v=1647182821"},{"product_id":"bbcg-11-d365-5-pdf-configuring-human-resource-management-within-dynamics-365-erp-fifth-edition-copy","title":"BBCG.11.D365.5.PDF: Configuring Human Resource Management within Dynamics 365 ERP (Fifth Edition)","description":"\u003cp class=\"MsoNormal\"\u003eBehind every successful trading company stands its people. For the Waterdeep Trading Company, the Human Resources module in Dynamics 365 is where the workforce is formalized, from the seasoned treasurers who balance the ledgers to the dockworkers who haul cargo along the Sword Coast. Before employees can be hired, transferred, or promoted, a framework of controls must be in place to ensure that every workforce event is captured accurately and consistently.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eHuman Resource Management controls define how people-related processes are standardized, monitored, and documented across the organization. They include reason codes that categorize employee actions, document types that organize attachments, Excel integration that streamlines bulk data entry, and parameters that govern recruitment timelines and policies. Greta Ironfist insists that every hiring decision, every role change, and every departure is recorded with the same rigor applied to financial transactions. These labs ensure that the company's most valuable resource, its people, is managed with clarity, compliance, and confidence.\u003c\/p\u003e\n\u003cp class=\"GuideSubheading\"\u003e\u003cstrong\u003eWhat You Will Learn in This Guide\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eHuman Resource Management Controls:  \u003c\/strong\u003eConfigure the foundational framework for HR operations: reason codes for employee actions, document types for attachments and records, bulk data import using Excel integration, and recruitment and employee management parameters. These controls ensure that every workforce event is properly documented, categorized, and auditable.  By completing this module, we will have established the Human Resource Management controls that enable the Waterdeep Trading Company to manage its talent with the precision and accountability that Greta Ironfist demands, ensuring that every hire, promotion, and departure is grounded in accurate, traceable data.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eJobs:  \u003c\/strong\u003eConfigure the complete job framework for the organization: job types that classify roles by FLSA exemption status, job functions aligned with EEO-1 reporting categories, job tasks that define discrete responsibilities, formal job titles, and the job templates that tie everything together. Each job template links a title, a type, and a function into a unified role definition ready for position creation.  By completing this module, we will have built the Waterdeep Trading Company's full job catalogue—from the Owner who holds the guild charter to the Store Clerk on the shop floor—laying the groundwork for positions and worker assignments in the modules that follow.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eWorkers:  \u003c\/strong\u003e\u003cspan style=\"font-size: 1.0pt; mso-bidi-font-size: 11.0pt; color: white; display: none; mso-hide: all;\"\u003e\u003c\/span\u003eConfigure the complete worker framework for the organization: ethnic origin codes for demographic reporting, identification types for tracking personal documents, language codes for communication preferences, and the worker records themselves. Each worker is hired with full personal details—ethnic origin, birth date, gender, country of birth, native language, and a profile image—and additional workers are imported through the Open in Excel integration.  By completing this module, we will have enrolled the Waterdeep Trading Company's first guild members into the system, creating the living roster that will be assigned to positions in the modules that follow.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003ePositions:  \u003c\/strong\u003eConfigure the complete position framework for the organization: position types that classify seats by employment basis, position hierarchy types that define alternative reporting structures, and the positions themselves that link jobs to departments and form the organizational hierarchy. Workers are then assigned to their positions, transforming abstract role definitions into a staffed chain of command.  By completing this module, we will have built the Waterdeep Trading Company's full organizational hierarchy—from the Owner at the apex to the Store Clerk on the shop floor—with named workers occupying key positions throughout the guild.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eRecruiting:  \u003c\/strong\u003eWalk through the complete recruiting lifecycle: creating a position for recruitment, configuring a recruitment project, creating applicants, processing applications through confirmation and interviews, hiring the successful candidate, and closing the project. Both external applicants and internal employees are evaluated through the pipeline.  By completing this module, we will have demonstrated the end-to-end recruiting workflow for the Waterdeep Trading Company, hiring a new Credit and Collections Manager and expanding the guild's organizational hierarchy.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eAdvanced Dungeons \u0026amp; Dynamics 365 Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring Human Resource Management within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e121 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eFifth\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2026)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":47185735155890,"sku":"BBCG.11.D365.5.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/BBCG.11.D365.5HumanResources_Page_001.png?v=1773492221"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-11-d365-configuring-human-resources\/edition_fifth-edition.oembed","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}