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Course Details

Title: T4D151 - Dynamics 365 for Talent Fast Track
Duration: 4 Days
Price: £2,376 (+VAT)

About this Course:
This course provides a deep understanding of the Dynamics 365 for Talent application. Hire, develop, and retain people who can deliver impactful results, empowering your HR team and people managers with the tools they need to land top candidates and accelerate their success.

Audience Profile:
This course is designed for managers and professionals who set up and use the application functionality in Microsoft Dynamics 365 for Talent and provide support for the application. It is also appropriate for personnel teams who have a background in business solutions and wish to use the full functionality of the Microsoft Dynamics 365 for Talent application.

*Please note, all course contents subject to change*

Module 1 - Understand the Dynamics 365 for Talent Environment
Understand Dynamics 365 for Talent Components
Describe and Identify the components and features of Dynamics 365 for Talent
Identify the Benefits of Using Dynamics 365 for Talent
Describe how Data is Shared and Separated per Company in Dynamics 365 for Talent
Describe the Technology and integration of Dynamics 365 for Talent with other Dynamics 365 applications
Understand Basic Navigation in Dynamics 365 for Talent:
○ Describe the User Interface Components of Dynamics 365 for Talent
○ Describe the Use Case Scenarios for Workspaces and Provide Examples of Workspaces
○ Set up Core Prerequisites and Parameters for Using Dynamics 365 for Talent

Module 2 - People Analytics and Personnel Management
People Workspace:
Describe Features of the People Workspace and use it to View and Edit Personal Information
Check FMLA Eligibility
Use the People Workspace to: Request Time-Off, View Leave and Absence Information, and View or Update Emergency Contact Information, Certificates and Tests for a Person
Use the Employee and Manager Self-Service Features:
Describe Features of Employee and Manager Self-Service Features, Including the Mobile Platform
Use the Employee Self-Service Workspace to Manage Personal Information
Review and Update Performance and Feedback Information
View Team Information in the Manger Self-Service Portal
View and Update Skill Information and Perform a Skill Gap Analysis

Module 3 - Manage the Attract and Recruiting Processes
Manage Jobs
Create New Jobs and Import Jobs from Excel
Update Job Details and Define Job Settings
Create, Accept, Reject, and Manage Applicants
Create New Applicants and Import Applicants by Using Microsoft Excel
Setup Integrations for Applicants to Apply
Communicate With, Update and Reject Applicants

Module 4 - Interviews and offers
Schedule and Manage Interviews
Request Candidate Availability
Identify Options for Defining the Interview
Schedule an Interview
Send Schedule and Summary to the Interview Team
Conduct Interviews and Provide Interview Feedback and Recommendations
Create and Manage Offers
Define Offer Settings
Maintain the Status of the Offer
Start the Onboarding Process

Module 5 - Onboarding, Offboarding, and Transition Processes
Use the Onboarding Modular Application
Describe Scenarios for Using the Onboarding Modular Application
Create, Import and Migrate Employees into the Onboarding Modular Application
Design and Configure Welcome Guides
Describe the components of a welcome guide
Create and Design New Welcome Guides from Templates
Build an Activities List for a Welcome Guide
Add Contacts and Resources to a Welcome Guide
Send a Guide to a Worker
Set up and Use Task Management
Describe the Various Types of Task Management Scenarios
Provide Examples for Uses of Task Management
Describe and Set up Components for a Task Management Checklist
Create Checklists
Apply a Checklist to a Worker

Module 6 - Set Up and Use the Talent Application
Manage Worker Information
Understand Worker and Position Data;
Describe the Difference between Jobs and Positions and Set up, Manage and Assign them for Workers;
Explain Personnel actions;
Enable and Use Worker and Position Actions;
Configure Prerequisites for Positions and Jobs;
Configure and Loan Equipment to Workers;
Define Parameters and Shared Parameters for Human Resources;
Identify Key Configurations for Human Resources;
Hire and Retire Workers and Enter Worker Details;
Set Up and Manage Benefit Information
Explore the Benefit Management Workspace;
Describe the Difference Between Benefits and Benefit Elements;
Configure Benefit Elements;
Define and Process Eligibility Rules for Workers;
Enrol a Single Worker in a Benefit and Enrol Mass Workers in a Benefit;
Maintain Dependents and Beneficiary Information;

Module 7 - Configure Compensation Information
Describe Examples of Fixed and Variable Compensation Plans;
Use Recommendations with Compensation;
Review and Make Changes to Compensation Plans;
Define Mandatory Confirmation for Compensation Plans;
Describe the Range Utilization Matrix;
Define Reference Points;
Create Compensation Grids;
Define Eligibility Rules for Compensation;
Configure Pay Rate Conversions;
Set up and Use Vesting Rules;
Configure and Use Pay for Performance Features;
Describe Compensation Process Events;
Perform the Compensation Processes;
Adjust Compensation for an Employee

Module 8 - Leave and Absences
Manage Leave and Absences
Explain the Leave and Absence Administration Process;
Describe Leave and Absence Transactions;
Request and Process Time Off Requests;
Explore Leave Types and Leave Plans;
Set up and Configure Leave and Absence Plans;
View Time Off Requests and Approved Time Off;
Use the Leave and Absence Workspace
Use Compliance Features in Dynamics 365 for Talent
Define Templates for Physical Job Requirements;
Configure the Physical Requirements for a Job;
Create an Accommodation Request;
Grant or Deny Work Environment Accommodation Requests

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.