Base Data & Settings

Need help to find the settings? Click here: How to find the Dynamics HR Settings in the Unified Interface

Note: Starting with Rollup 28, you can specify in the base data supplied by us whether these data records are to be maintained by yourself or by us in the future. All you have to do is open the data records and fill in the field Maintained by. If you leave the field empty, future updates will assume that you manage it yourself. This means that no data records will be overwritten by us.

If you want us to manage certain data records, set the field to Solution Provider.

You do not have to open each record individually, mass editing is possible.

 

What feature would you like to work with?



Recruiting Channels

Manage the channels that are used to publish vacancies

Employer Profiles

Create and organize employer profiles

Skills

Define all skills that are required within your organization

Skill Grades

Define skill grades for rating the skill levels of the employees

Employment Terms Templates

Define and manage templates for all employment terms within your organization

Commission Templates

Create and manage commission calculation templates that can be distributed to the employees

Departments

Manage the departments or divisions of your organization

Processes

Define business, main, and sub processes available in your company

Areas

Manage all states, countries, and regions and how they are linked to each other

Travel Destinations

Maintain the travel destinations for the automated calculation of the perdiem rates

Review Templates

Create and organize templates for employee performance reviews

Medical Exams

Manage the typical medical exams in your organization

Certificates

Store all standard certificates that are used within the HR Management of your organization

Equipment

Organize and manage the work equipment of your organization

Calendars

Define and maintain the general calendars for your organization

Absence Type Settings

Defines the settings for the Absence Types

Insurances

Define and manage insurances for all employees

Cost Centers

Maintain cost centers and use these for the assignment of employees and business processes

Work Certificate Ratings

Define and manage Rating Templates for Work Certificates

Shifts

Define and manage Working Shifts for all Employees

Attendance Calculation Configurations

Define and manage Attendance calculation settings including mandatory break rules