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Talent & Performance Management

The module Talent & Performance Management provides all the features you need for talent management in Microsoft Dynamics 365 and Office 365.

From performance reviews to target agreements, right through to Training and eLearning - you'll find comprehensive measures for staff development.

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

All tasks are completed in a single standardized interface - simply use your Outlook, Microsoft Teams, preferred browser or use it mobile from all common end devices.


All important functions for your talent management are included in the Talent Management module:

  • Performance reviews
  • Skills and responsibilities
  • Target agreements
  • 360° feedback
  • Performance Potential Analysis (9 box model)
  • Training calendar and training management
  • Advanced training and certificates
  • Health checks and examinations

Target Agreements

Individual goals are quickly and simply set during performance reviews for later follow-up. Goals could be actions or skills, trainings and certificates, which should be reached by a specific date. Dynamics Talent Management offers a selection of set goals via a drop-down-menu.

Due to the automatic transfer of goals into the digital personnel file, it is possible to check progress at any time. With this, reaching and following up on goals is child's play.

  • Set structured, long-term goals in Performance Reviews
  • Select required skills and skill levels per drop-down-menu
  • Select required trainings and certificates
  • Optional deadline for reaching set goals
  • Set optional bonus agreement
  • Check and record status and progress at any time
  • Goals are automatically transferred into the digital personnel file

Employee Skills

With the assistance of Dynamics Talent Management, you keep a close eye on the skills of your employees and can immediately address possible deficits. Set requisite skills and skill level for each employee. All required and actual skills are shown in a chart, directly in the digital personnel file.

Assign training for respective employees if and when action is needed.

  • See all employee skills at a glance
  • Comparison of required and actual skills per employee
  • Evaluation via charts display immediate overview of potential deficits
  • Register employees directly for trainings in order to improve skills

Foster a culture of excellence

Dynamics HR Management helps you to recognize high performers more easily.

Based on this, you can encourage a closer dialogue between employees and supervisors.

  • View real-time performance dashboards and track accomplishments
  • Get full transparency around employee performance to take immediate corrective action
  • Offer visibility through performance journals, real-time feedback, and collaborative goal management

Training and Training Organization

The solution helps you organize training measures - from the selection of internal and external coaches, to the administration of participants, right through to the printing of certificates.

Routine tasks such as the preparation of certificates are automated. Reminders ensure that you never miss an important deadline, and upcoming deadlines can be viewed at any time in the dashboard.

  • Creation of seminar catalogue for the organization
  • Manage all internal and external coaches
  • Prepare a training plan for various sites
  • Organize participants according to available spaces and waiting lists
  • Preparation of participation certificates
  • Participants can view appointments directly in Microsoft Outlook
  • Seamlessly integrated in digital employee file

Learn more about the module

Performance Management

Performance Management supports you in the structured development of your employees. From employee reviews and target agreements to handover to the training organization - all functionalities for the development of the talents are available.

Templates for goals and assessments can be created for all employees or employee groups (jobs, hierarchies, etc.). These can be distributed to the relevant managers with just a few clicks. This ensures transparency at all times regarding the process of the discussion and escalations can be defined via workflows.

In addition to the templates, individual goals can be quickly and easily recorded an tracked directly in the employee meeting. Goals can be activities or skills, training and certificates that are required by a certain date. A link to salary modules is also possible.

Due to the full integration between digital personnel file, employee skills, job descriptions, feedback as well as target agreement, all areas of employee development are always up to date. Dashboards and reports visually support the transparency. And employees get an overview of the current status of their goal achievement at any time via self-services.

Performance Management Highlights

All important functionalities are included:

  • Templates for job profiles can be deposited
  • Templates for evaluations, goals and combined
  • Automatic distribution of the conversations to the managers
  • Feedback possible via every end device (also mobile)
  • Feedback for the appraisee as KPI and graphical evaluation
  • Different weighting in the feedback is possible
  • Connection of employee file, skills and feedback
  • Seamless integration to trainings and salary modules
  • Real-time evaluation for HR and managers
  • Additional templates and agreements as Word templates
  • Digital signature by employee and manager

Performance Reviews

Dynamics Talent Management supports you with the organization and implementation of performance reviews. Goals agreed upon are automatically added to the digital personnel file.

Commitments are shown in employee Self-Service portal and in Outlook, as a long-term reminder of goals.

  • Performance reviews simplified by usage of templates
  • Employee can view scorecard in Self-Service portal
  • Transparent, accountable performance appraisal
  • Digital signature for agreements
  • Automatic transfer of goals in the digital employee file
  • Automatic transfer of training requirement to the training module
  • Participants can view follow-up to performance review in their Outlook

360° Feedback

The 360° Feedback offers your employees to evaluate their managers and other colleagues. Managers will thereby receive comprehensive, consolidated and anonymous feedback on predefined criteria - clearly presented in KPIs and graphical evaluations.

Template-based evaluation forms are automatically distributed to specified employees and groups. With just a few clicks, employees can then fill them out conveniently and from any end device. The feedback from all respondents is collected and returned anonymously to the feedback recipient. The evaluation gives managers a good overview of their performance and graphics show the rating according to individual criteria.

HR maintains an overview throughout the entire process: Real-time evaluations allow them to track the status of feedback at any time and drive it forward if necessary. However, anonymity is preserved in any case. Feedback has never been so easy!

360° Feedback Highlights

  • Individual templates for all employees and groups
  • 180° (Bottom Up) to 360° Feedback possible
  • Automatic distribution of the feedbacks to the appraisers
  • Hierarchies are automatically recognized and considered
  • Manual selection of additional feedback participants is possible
  • Real-time evaluation via the feedback status
  • Anonymous feedback for the appraisee as KPI and graphical evaluation

Gamification of HR

Have you heard of Gamification? Motivate your employees with fun competitions to use the relevant solutions of Dynamics 365 platform. Collect points and compare in high score ranking lists. See at a glance who is winning by comparing the achieved trophies.

A win-win situation. You get feedback over the usage of the system, and your employees receive positive feedback.

  • Points
  • High Scores
  • Progress bar
  • Ranking
  • Virtual commodities
  • Awards

Experience HR for Dynamics live

Erleben Sie innovativstes HR Management im Microsoft Ecosystem live! In einer Online-Präsentation zeigt Ihnen einer unserer HR Experten aus Ihrer Region Lösungsansätze für Ihre individuellen Anforderungen und Sie lernen innovative HR Best Practises kennen.

Was genau bringen Ihnen die 60 Minuten Live Präsentation?

  • 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