Behind 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.

Human 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.

What You Will Learn in This Guide

Human Resource Management Controls:  Configure 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.

Jobs:  Configure 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.

Workers:  Configure 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.

Positions:  Configure 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.

Recruiting:  Walk 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.