Forms are used to view, edit, delete, or add records in Dynamics for Talent. In this video, learn how to use a form such as the Employee Self-Service form.
- [Instructor] We're going to use the Employee Self-Service feature to see how forms and pages work in general in Dynamics for Talent. I'm going to expand the Nav pane and click on Employee Self-Service, I could also have chosen the tile in the center of the page. They're in alphabetical order, so scroll down to E. Here comes Employee Self-Service, I can close my navigation pane to win some more space back. This particular form is separated into two sections, My Information and My Team, as well as a header at the top where I have personal details, let's go there first. My Personal details are mostly information that was provided in the sample data, so this isn't really my home address anymore than Contoso Entertainment system is a real company on Coffee Street. But this is where I can add information or edit information about myself, my addresses, my contact details, my personal contacts, my identification numbers, payment method and image. If I wanted, for example, to be able to edit the existing address that's selected, I can click Edit and it pops up for me to be able to edit. If there's a field I can't edit like Location ID, it does not have an outline around it and it has a shaded background, but other items that I can edit like the county, the city, and so on, I can simply click to be able to change those. And note that information can be private, so if I say no, I actually live in the Vashon, nice island, and I can choose Vashon. Notice it modifies that here, that's all good, and I can now save this. And that's how I save information on a form. I'm going to click back to return. On the My Information tab I have a summary of items that have been assigned to me, work items as well as questionnaires. I have Career Information, My Balances for Time Off, and Sick Days. And if I want to request time off including vacation days there's a link that will allow me to do that. There's also a more button, and the more button will give me some options about viewing my time off or viewing all my balances, so there are always options that are in context. I have my Tasks. I'm not currently registered for any courses, but I could View Open courses, My certificates, My next scheduled appraisal. The scroll bar shows me that there I need to scroll down to see everything here. Performance goals, I have four that I have haven't started, three of them that are on track. Skills that have been added to my Skills Bank. My Compensation, if want to see it I can click the Show button and it will load my compensation. Have to scroll back over to it because it also reloads the page, and then I can hide it again if I wish, which we might do in the moment. I can have other attachments that have to do with my employment that I can attach here, and then additional information, Benefits, Performance, Competencies, My job details, and then completed questionnaires. And I can only go to questionnaires directly there or here. So this is all my information from an HR point of view. The other tab is My Team, and if I wait a moment my team will load. On the left-hand side I have really reports and analysis. Then I have a Team skills assessment, a Skills gap analysis, Performance journals. The number of open positions I have that need to be filled. On the right hand side I have the actual members of my team and I can see Summary information, Position information, Compensation, Performance goals, Reviews, for any and all members of my team. So currently I have no one who is waiting for a review and no one with the review in progress. I have information about my team because I have people who report to me, and some of them have people who report to them. Benjamin has five direct reports, so Benjamin's page in Self-Service will look a lot like mine. Chris, no direct reports, so Chris will not have access to Performance goals, Reviews, Compensation, and so on for the people who report him because he has none. If you don't work in Human Resources this may be the page where you spend the most time when you're working with Dynamics 365 for talent.
- Browsing and searching lists
- Working with records through forms
- Creating positions in Dynamics Talent
- Hiring and terminating employees
- Running the compensation process
- Creating benefits and enrolling employees
- Managing leaves and absences
- Managing employee development