What is what: HR HUB, Settings, Advanced Settings Platform and Customer Portal explained

Objective

This page explains how to navigate between the main App HR Hub, HR Hub Settings, and Advanced Settings-Platform. In addition, the way to the Customer Portal will be explained to you.

What's this?

  • HR Hub is the central HR management solution from Hubdrive. Various aspects of Human Resources Management, such as time management, vacation and absence, recruiting, compensation, travel and expenses, talent management, and training are accessible in HR Hub.
  • HR Hub Settings is the admin area of HR Hub. Here you can, for example, create contract templates, working time templates, or certificates for your employees.
  • The Platform for Advanced Settings is used for system administration. Settings that affect adjustments, processes or extensions can be made here.

 

Comparison

 HR HUB  HR HUB Settings  Platform for Advanced Settings
HR Administration Admin-area in HR Hub  Advanced Settings in HR HUB
Overview of the HR areas, central administration access for daily HR work Set up templates, configure Module Settings Settings regarding system administration
 e.g. create an Employment Term e.g. create Employment Term Templates e.g. Document management of the Employment Term Entity

Click Through

Part 1: Access HR Hub
  • Open the App HR Hub
  • In the bottom left menu, by default you are in the Overview section
  • Here you will find an overview of all HR administration areas

 

Part 2: Access HR Hub Settings

  • Open the App HR Hub
  • Navigate to Settings in the bottom left menu (Screenshot)
  • Here you can make long-term settings in the personnel administration

 

Teil 3: Access the Platform for Advanced Settings

  • Open the App HR Hub
  • Click on the gear icon in the menu bar at the top right
  • Select Advanced Settings (Screenshot)
  • Here you can set advanced system settings
  • Some of these Settings are only available for a Global Administrator. Be sure to log in as System Admin to be able to access all Advanced Settings.

Customer Portal

The Customer Portal offers customers and partners of HR for Dynamics the opportunity to access information and open support requests.
  • When purchasing HR for Dynamics, you name two employees who will get access to our customer portal.
  • The invitation with the link to register is sent to your selected employees.
  • Now they can register and log in to the customer portal.
  • To do so, enter the user name and password in the login field.
  • The following options are available in the Support area:
    • Submitting and querying support tickets
    • Support FAQ's Know-how
    • Download the solution updates
    • Interactive help
    • License management
    • Reorders
    • eLearning
    • Courses and Certificates
    • And much more
  • In the Downloads area you can download the latest documentation and solutions.