Recruiting in D365 HR is possible!

A new feature has been released to GA and I'm happy to share with you my insights, thoughts, and ideas about it. So, what's the feature about? Recruiting job candidates. Yassss, we've been waiting for something like this since the death of our beloved Attract 😵. To be clear, this feature is not and will not replace an ATS but it is something your HR staff will love in terms of talent pools. I guarantee you that.


Let's dive into the feature and understand it a bit more.


What's the feature? Recruit job candidates will help your HR force to:

  • Enable recruiting requests

  • Allow managers to add a recruiting request

  • Maintain and keep track of candidates and prospects data

  • Move candidates to employees through a hiring process

  • Dismiss or not hiring a candidate

Why is important for your HR team?

  • Is an OOB functionality

  • I bet that HR is using Excel to keep track of all candidate info

  • Use one solution for all processes

  • Improve managers experience through a powerful capability

  • Work tidily

 

🏆 Unleash the power


First of all, make sure you enable the recruiting request through the Personnel management module > Links > Human Resources shared parameters and Recruitment. Select Yes and now we are ready to work!



📍 Locate your requests


Depending on your needs you will add or not a request location. My recommendation is to use this feature in the best possible way, so as a good practice I recommend adding a request location. Is an easy step that will help you to work even more organized. Don´t we just love order?


Go to D365 HR main dashboard and type into the search bar: Recruiting request location. After finding this new tab select New and complete all fields - the more the merrier.




 

💼 Manager experience


Now that you enable the feature and allow some locations, is time for the actual managers/leaders to use the functionality based on the need to fulfill a job opening.

The experience will be easy and the learning curve will be zero because the feature is embedded in an already known workspace: Manager Self-Service. As they have already mastered this module and its features (such as Absence Manager 101 (anainesurrutia.com)) the adoption will be quite easy. Let's go for it.


As mentioned, go to Self-Service and select My team. You will find a new option Request to recruit. When you click on this feature the system will provide you three fields to complete:

  • Description

  • Job

  • Estimated start date


This is actually the fun part, where you add all the requirements you have for the recruiting request in order to provide all the information for HR so they can actually do the work. After you enter these three fields and select Continue, a new tab will open with LOTS of info.


The General tab will auto-populate from the request as well as the Job tab. If your Job Descriptions are complete (I hope they are) you can just select Create details from Job and all information linked to the Job will auto-populate in the different tabs available: External description, Positions, Skills, Educational requirements, Comments, and Compensation.



When you are happy with the information you added select Activate + Save. This action will lead HR staff to take care of your recruiting request.


👑 Own your processes


In case you want to keep track of how is your request going, the only thing you need to do is to go to the Self-Service module, under My team information you will find a tab called Recruiting request, where you can find your requests with a status note.



 

🦸 HR to the rescue


After the request is submitted and activated HR needs to start doing the thing. Under the usual and well-known Personnel Management module > Links, under the Recruiting tile, select Candidates, press New, and add all the info.


Candidate summary + Personal information


Recruiting request + Position + Comment + Professional Experience


Addresses + Contact information + Education + Skills


As you can see the profile is really complete and there is a lot of information linked to the candidate.


😃 Hiring!


If you decide to hire a candidate, go to the Candidate detail page and select Hire. A new tab will open with the info you need to add as shown below.



After you enter all the information and select Hire, a new employee record is added to your Personnel Management workspace within Dynamics 365 HR and the candidate will appear as Hired.



😔 It's a ´no´ for now


When the decision is not to advance with the candidate in the process you can not hire or dismiss the candidate. Once again you need to go to the Candidate detail page and find the options at the top.


Do not hire


Dismiss candidate



As you can see the three candidates added to my Candidate list has a little text added below the name where you can understand what happened at a glint:



 

Before I say bye, I just want to add that this functionality provides a very good experience for HR and Managers without going off budget and keeping all data within Dynamics 365 Human Resources.

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