You can create various performance reviews for members of your team. In this video, learn how to create a performance review for a team member.
- [Instructor] I can create performance reviews … for myself or for members of my team. … And in my organization, it's a manager's job … to set up the reviews for their team members. … So I'm going to select Chris Ashton. … Click the down arrow on details … and choose reviews. … This will show me any reviews … that are already in place for Chris, … and there are none, which is what I expected. … I'm going to schedule a new review. … In the review type, I have a set to choose from. … This is again, part of the infrastructure … that underlies this review and performance process. … These are set up by my organization. … So they range from appraisal, to budgeting, to coaching … an exit interview, mentor dialogue and so on, … and each of these has a choice. … I can allow an edit in the final review. … I can enable a manager sign-off. … That would be required for some of these, … like an exit review. … Enable the employee sign-off … and enable whatever workflow is selected for that type, … because an appraisal interview has a workflow, …
Author
Released
12/2/2019- 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
Skill Level Beginner
Duration
Views
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Introduction
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1. Get Started with Dynamics for Talent
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What is Dynamics 365?2m 37s
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2. Manage Employees
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Create a title and job5m 44s
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Create a position3m 21s
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Hire an employee5m 6s
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Terminate an employee3m 5s
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3. Manage Compensation and Benefits
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Run the compensation process1m 56s
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Create a benefit2m 13s
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Enroll workers in benefits2m 12s
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4. Manage and Use Leave and Absence
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5. Core HR: Manage Employee Development
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Conclusion
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Next steps1m 19s
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Video: Self-service: Create a performance review