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Staff Administration & Automation

The module Staff Administration & Automation provides all important functions for organizing your employees. You have all data and documents of each employee at a glance. The Dynamics platform even gives you access to information from the different departments of your employees.

HR for Dynamics provides automation for a large number of routine activities out-of-the-box. Time-consuming routine tasks are thus handled by the software. You only need to monitor with the support of comprehensive dashboards.

In HR for Dynamics, all employees and managers have access to a convenient Self-Service Portal. These self-services also reduce the load of routine tasks for HR administration.

Directly after you have made your purchase decision, all departments can immediately work completely integrated. Software islands are eliminated and multiple data entries are a thing of the past.

Integrated Staff Administration & Integration

In the future, your entire staff administration will take place in one single location.

You have access to all personnel data and HR documents. The Dynamics platform even gives you access to information from all other departments, such as commissions from sales or time bookings from project management. You only need to maintain data once in one single place. Employees even maintain data that has been released for self-service themselves.

Routine tasks such as creating certificates are automated by workflows. For many of these routine tasks, the software already includes best practices that you can try out and then simply adapt to your needs. Reminders ensure that you never miss an important appointment and upcoming deadlines are always visible in the dashboard.

Convenient features like a certificate generator, an organization chart that is always up to date and a company-wide calendar complete off the module.

Staff Administration Highlights

  • Integrated HR administration without IT islands
  • All data of the employees in their digital personnel file
  • 360° digital personnel file & document management
  • Automation of routine activities
  • Self-Services support and reduce effort in HR administration
  • Automated preparation of payroll accounting
  • Easy planning of individual working times with work patterns
  • Org chart of the company structure with just one click
  • Position planning as a basis for recruiting
  • Management of equipment and devices of your employee Integrated time tracking and access control
  • Manage disciplinary measures
  • Company-wide employee calendar
  • Finding skills of employees
  • Full integration of Microsoft Teams, Outlook, Word and Exce

Integrated work without IT islands

HR departments use on average 7 programs from different suppliers - one software for recruiting, one for administration, one for training management and so on. These programs don't communicate with each other. This means multiple data entry which is not efficient. In addition, countless Excel files are still often managed.

With HR for Dynamics, you work fully integrated from the very first day. You only have one HR solution and, thanks to the Microsoft Dynamics 365 Power platform, you can even access data from other departments at any time - without complex integration projects!

Even external systems such as access controls, the payroll system, fleet management or automatic driving license checks can be connected without any problems. You will never again have to enter data twice. IT islands and departmental boundaries disappear! You save a lot of time and money and your colleagues will enjoy increased comfort.

Employees' complete data and documents in a 360° digital personnel file

With conventional HR programs from the time where IT islands still existed, you could manage some to many data in the employee administration. In HR for Dynamics you can see ALL of the employee's data in a 360° digital personnel file - including documents and data from other departments.

  • Contact & contract data
  • Salary details & development
  • Correspondence & scanned documents
  • E-Mails & phone call memos
  • Information regarding education & trainings
  • Skills & development
  • Organizational affiliation & equipment
  • Maternity leave, parental leave & absences
  • Data from the departments, e.g. provisions from Sales
  • Commissions from the sales department
  • Time bookings from Time & Attendance
  • Customer satisfaction from Customer Service
  • Project hours from project management
  • Absences from production

But how does it work? The Microsoft Dynamics 365 Business Platform allows HR, departments and employees to work together without any restrictions immediately after the system goes live - without tedious integration projects!

Automation of routine tasks

Routine activities in HR are tedious. Many of them can be automated. Do you still calculate vacation days and remaining leave manually? HR for Dynamics provides automations for a large number of routine activities. You only need to monitor them with the support of comprehensive dashboards. Here are some examples:

  • Complete automation of leave (request) management
  • Consideration of region-specific public holidays
  • Fully automated management of sick leaves
  • Calculation and billing of expenses
  • Automated request for A1 Certificate
  • Automated updating of salaries based on target achievement
  • Automated preparation of payroll
  • Project Service Automation Integration
  • etc.

You can create further automations within few minutes by yourself.

Every employee is individual - your HR software can handle it!

Employees have different working times, hours or shifts agreed in their employment terms in order to cater to their individual needs. Your HR solution must be able to respond to this - without causing additional effort for HR.

Work patterns make it possible for HR managers to schedule even irregular work hours easily and smoothly. This is especially helpful for all the employees that don't have a "nine to five job" or consistent working hours like part-timers, apprentices, working students as well as seasonal workers and shift workers. Work patterns offer a maximum of flexibility to the HR Manager because they allow for spontaneous changes in the work schedule.

Self-Services for employees and managers reduce effort in HR administration

In HR for Dynamics, a convenient Self-Service Portal is available to all employees and managers. These self-services also relieve HR administration from routine tasks.

Employees can now enter their own attendances, absences, activities, travel expenses, and receipts without having to go through the HR department. They can also check their remaining leave and change master data such as bank details.

HR for Dynamics also offers Manager Self-Services (MSS). Managers can complete their management tasks conveniently and waiting times for employees are reduced considerably.

Learn more

Time Tracking and Access Control

Time tracking and access control in one solution? No problem! With the integrations to manufacuturers like Dormakaba, you don't have to use different systems any longer. You can find everything in your familiar HR for Dynamics solution.

You can easily decide which employee should have access to which entrances and doors by assigning them to access groups. With the integration you won't have to choose one type of time tracking. A combination of physical time clocks like one from Datafox and the virtual time clock from HR for Dynamics is also possible.

Employees can punch in punch in their times right where they are: at the terminal at the front door in the morning, with their computer by using the virtual time clock before the lunch break or also from the living room working from home. All the time stamps will be merged in the solution and are visible at a glance.

Health and Safety are the priority

The module Health and Safety offers professional health management to prevent accidents and illness outbreaks in your company.

You can maintain which (preventive) examinations are relevant for each of your employees and how often they should be conducted. If a health check is due for renewal, employees automatically receive a message reminding them of the check.The employees can receive the message via Microsoft Teams, Outlook or Microsoft ToDo App.

As HR Manager, you always have an overview of pending and overdue health checks and can therefore always keep an eye on the employee's health care status.

Record and automatically report work accidents

In the event of a work accident, it is ensured that all important information is documented. Using the intuitive interface, all required data for the employer's professional association can be entered. For example, form-based and standardized export functions facilitate the transfer to insurance companies etc. You only need to enter all data once and do not need to fill in any other documents.

Accident reports and absence management go hand in hand: If the employee's work related accident results in the inability to work, there is no longer a need to request an extra sick leave. All data is managed in one single location.

Health & Safety Highlights

  • Preventative health management for your employees to prevent accidents at work
  • Assign health checks to all or selected employees
  • Automatic notification of upcoming health checks
  • Overview of pending and due check-ups for HR
  • Documentation of all relevant information for the employer's liability insurance provider in the case of work accidents
  • Automatic completion of required documents by the system
  • Recording of accident information such as cause, time, first responder, severity of injury, etc.
  • Assign work accidents to employees using a drop-down list
  • Definable workflows to meet reporting obligations
  • Automatic e-mail notification in Outlook for supervisors and HR department
  • Fast processing of the work accident through automated Outlook tasks
  • Automated absence management in the case of inability to work

Manage disciplinary measures

Disciplinary measures can be documented and tracked with a few mouse clicks. In addition to the description of the misconduct, possible consequences can also be stored. All disciplinary measures automatically appear in the digital personnel file and can be exported into print-ready Word documents, if required.

  • From verbal to written warning
  • Misconduct can be described in detail
  • Consequences of repeated misconduct can be stored
  • Disciplinary measure appears in the digital personnel file
  • Export to Word document by mouse click
  • Automated email notification from supervisors and HR department in Outlook

Company-wide Employee Calendar

In Microsoft Dynamics 365 and Office 365, every employee has his or her own calendar. They can view it on their PC in Outlook, on their smartphone, etc. He or she maintains appointments there and organizes himself or herself.

The HR solution is fully integrated into this calendar, out-of-the-box in all departments for all employees - immediately available and always synchronized.

This merges what belongs together: HR and the employees.

  • Vacation planning coordinated with colleagues at a glance
  • Quickly find appointments with colleagues from other departments
  • See upcoming trainings in the calendar
  • Training dates and availability of participant in seconds
  • Annual review, own deadlines, and much more directly visible in your own calendar
  • View short absences and those of your colleagues
  • Longer absences (parental leave, time off, etc.) visible to the relevant extent
  • Always the same calendar: mobile, offline and on any device

Finding skills of employees

Are you internally looking for an employee who has a very specific skill set? Reduce your search to a few clicks. In the skills overview, you have the possibility to search directly for the desired skill via a search field.

Use the filter to display only employees who work in a specific department or who have a specific skill level.

  • Find employees with specific skills with a mouse click
  • Ability to search via search field or select from drop-down menu
  • Further filtering by skill type, skill level, department, etc. possible
  • Save popular searches and filters and use them again and again
  • Immediate overview of departmental skill status
  • Directly organize trainings if required - employees automatically receive an Outlook invitation

Microsoft Outlook and HR Administration

You can do all your HR administration in the familiar Microsoft Outlook. Right next to your inbox you will find applicants, the digital personnel file or important evaluations and deadlines.

Alternatively, you can of course use your favorite web browser or smartphone. This makes HR management very easy!

  • HR management in Outlook
  • No need to learn an additional HR program
  • All functions from certificate generator to OrgChart directly in Outlook
  • Direct access to documents
  • Work offline with Outlook and synchronize data later
  • Flexible working in the web browser, wherever it suits you
  • Mobile working on any Android, Microsoft or Apple smartphone

Dynamics 365 Project Service Automation Integration

Microsoft's Project Service Automation app helps you to efficiently track, manage, and deliver project-based services, from initial sales to invoicing. Through integration with HR for Dynamics, all data from your HR solution can be transferred to and used with PSA at the push of a button. You don't have to worry about duplicate data maintenance. This reduces complexity and saves you a lot of time! Learn more.

Experience HR for Dynamics live

Experience innovative HR Management in the Microsoft Ecosystem live! In an online presentation, one of our HR experts from your region will show you solutions for your individual requirements. At the same time, you will get to know innovative HR Best Practices.

What's the benefit of a 60 minute live presentation?

  • You will see innovative solutions for your planned improvements in HR
  • You will get a deeper impression of the solution
  • Your questions from HR and IT will be answered immediately
  • You will be able to better assess the benefits for your company

Experience innovative HR Management now live