The complete solution for Personnel Management in Microsoft Dynamics CRM.

Transcription

1 HR Management in your Microsoft Dynamics CRM The complete solution for Human Resource Management Dynamics-HRM The complete solution for Personnel Management in Microsoft Dynamics CRM. The HR Management software enables an integrated organization of the entire employee lifecycle from Recruiting to Personnel Administration to Personnel Development. Due to its modular structure, the HR Management software is a good fit for small and medium-sized companies, up to enterprise companies. Dynamics-HRM is available in 6 languages. Enjoy comfortable work within the familiar Dynamics CRM user interface with Microsoft Outlook, your web browser, the tablet or even with your smartphone.

2 Function Overview Recruiting Open placements and job profiles based on skills Submit, manage and organize open placements Recruiting channels (Monster, LinkedIn, XING, internal, etc.) Publish open placements on company website and social media platforms Structured handling of applications and application processes Applicant management including automated or manual refusals Standardized onboarding process through templates and check lists Personnel Administration Complete digital personnel file including a clearly laid out master data sheet 360 employee overview Organizational and hierarchical mapping for departments and employees Administration of your employees facilities and equipment Current and former wage components of employees Overview of all absences (leave, sick-leave, days absent, injury on duty, ) Organization of processes using full-time equivalents (FTE) and responsibilities (RACI) Simple mass communication with employees via or form letter Standardized document management including versioning and archiving Transparency about all types of disciplinary actions Automation of processes which can be modified without programming Personnel Development Career and job history at a glance in the personnel record All employee s skills and competences always available up to date Manage and follow up performance reviews Employees educational background including certificates Capturing of all standard certificates within your company Simplified management of further educationand building up competences Documentation of medical records and follow-up of required health checks Employee Self-Service Integration of employees by self-service functionalities using various clients Employee Cockpit via web browser Microsoft Outlook Mobile devices (tablets, smartphones,...) Creation of leave applications by the employee including approval process Overview of remaining leave, annual leave and absent days Travel management and capturing of receipts Time tracking via all clients or existing time tracking terminals Overview of achieved targets as well as targets to be achieved according to scorecard Platform Functionalities By security roles and user rights, access to all records up to field level is regulated. In this way, it is ensured that no unauthorized person gets access Business processes are displayed in a graphical way for the user Modern user interface - touch ready Comprehensive reporting including reports, dashboards und charts xrm1 HR Management is based on the Microsoft Dynamics Business platform For the Dynamics Platform, standard interfaces to many ERP Systems such as Microsoft Dynamics AX, NAV, GP, SAP, Oracle or Quickbooks are available. xrm1 HR Management is prepared for the data exchange with ERP systems. The compatibility is certified. Microsoft Office Integration Complete integration in Microsoft Outlook Import from and export to Microsoft Excel Export of dynamic Excel and OLAP cubes Microsoft Word Integration

3 Benefits From the 1st day on the job to retirement The complete employee life cycle in only one software solution 360 employee view Skills, job history, further education, score cards, vacation, time entries... Work in Outlook, in your browser or mobile Stay within your familiar work environment

4 Recruiting Open Placements Standardized job profiles along with the structured tracking of required skills support and enhance the efficient management of vacancies to be filled. With the automated search functionality, the system will provide you with suggestions for internal employees as well as external applicants with the best-possible matching result. Applicant Management The integrated applicant management supports you throughout the complete lifecycle, from the receipt of the application, the rating, evaluation and interview phase up to hiring or refusal. Website and Portal Integration At the push of a button, new open placements can be published on the company website, without website programming or an additional content management system. Additionally, integrations to job portals and social networks are possible. Candidates can submit their application via structured form entries on the website. Thus, you ensure the quality and contents of applications. Structured Onboarding By using structured templates, new employees are guided safely and efficiently throughout all steps of the onboarding process. Whether filling in forms, participating in a training or carrying out an assessment with onboarding templates, you won t forget anything.

5 Personnel Administration Digital Personnel File Gain a 360 employee view with one click. All employee information and documents are stored centrally and available to the HR department and supervisor. From application to retirement, all details including the respective history can be found directly in the digital personnel file. But not only documents, also other information ranging from time accounts, attendance, assigned equipment and of course personal data up to emergency contacts are stored centrally at one single point. Payroll Accounting It s your choice: Both, the integration in your existing payroll solution (e.g. Quickbooks or your ERP system) and the usage of a cloud-based payroll solution are possible. For the ERP integration, multiple interfaces are available out of the box. Workforce Management, Leave & Absences Keep track of all leaves and absences as well as planned work days and business closures. Your employees availabilities, combined with skills and involvement in processes (including RACI classification) are the basis for your company-wide workforce management.

6 Personnel Development Performance Reviews and Target Agreements Staff development is vital for professional personnel work. All performance reviews, evaluations and derived target agreements are available to the HR department and the supervisor in the digital personnel file with just one click. In addition, the system automatically informs all parties involved as soon as a specific target has been achieved and the next employee review is due to be scheduled. Talents and skills Supervisors and HR managers are provided with an upto-date overview of existing talents and skills of all employees at all times, as well as the current professional development and further educations. Additionally, for each employees skill, a required and a current level can be added. In this way, it is also guaranteed that the status of each employee s goal is properly tracked. Medical records Many organizations, industries and local laws require that employees with specific occupations undergo medical check-ups. Monitor these check-ups and make sure to keep track of certificates that are subject to renewal upon expiration.

7 Employee Self-Service Employee Cockpit Employees can access self-service functions via the employee cockpit in the browser or through mobile devices. Request For Leave Employees can submit their requests for leaves to the HR department on their own via the employee cockpit, Microsoft Outlook or mobile devices including substitution, approval and confirmation. Furthermore, the employee has an up-to-date overview of the remaining days of leave. Target Achievement Employees can get an overview of the current target agreements at any time as well as a graphic display of the completion status of their current and former targets. Managing Travels and Expenses Via the integrated travel and expense management, employees can submit receipts on their own and thus reduce efforts in the HR department and the accounting department. By the optional connection into the project management module, the allocation to an account and optional invoicing to your customers is simplified. Time Recording Time Tracking can be carried out in different ways, e.g. via the employee cockpit, Microsoft Outlook, mobile devices such as ipad or in many industries time tracking terminals.

8 HR Management in your Microsoft Dynamics CRM Licensing Cloud or Local Installation Dynamics-HRM is available in the cloud or for local installation. License Model Dynamics-HRM is licensed per user by roles. You only license the users which actually work with the respective functionality. Buy or Subscribe You can purchase Dynamics-HRM or subscribe for a monthly fee. Services for Your Success Demo Enviroment - Access within 3 minutes You would like to test the HR Management Solution on your own in a configured demo environment? Within 3 minutes, we can send you access to our demo environments which contain all of our solutions. Right away, you can try the various functions (live) with realistic demo data. First Impression - Live Presentation Manufacturer Information You would like to gain more insight into the scope of functionalities of Dynamics-HRM during a presentation? We offer online consulting at your workplace. Alternatively, we gladly arrange a personal presentation on-site. Secure Decision - Managed Trial Don t try to understand a new system without support. During a Managed Trial, we accompany you as you are taking the first steps with Dynamics-HRM. Companies using Dynamic-HRM also use: CRM-Project Project Planning with Gantt Resource Management Project Management and Controlling Billing and Invoicing and much more sales@xrm1.com USA: UK: Hong Kong: Brazil: Germany: 2015 xrm1 This document is intended for information only. Any information in this document is subject to change without prior notice. This document may not be reproduced or duplicated, in any form, in whole or in part, without prior written consent of itara GmbH. itara GmbH does not assume any liability for mistakes and omissions in this document. All rights reserved. xrm1, itara and CRM-Project are registered trademarks of itara GmbH, Germany. Microsoft, Microsoft Dynamics and the Microsoft Dynamics logo are either registered trademarks or trademarks of the Microsoft Corporation in the USA and/or other countries. Any other company names and product names may be trademarks of the respective trademark owners. Version (347) (0) (21) (931)