Dynamics 365 Human Resources

Organisation setup: Jobs

You can create a new job or manage existing jobs from Organization administration -> Jobs or via the Excel add-in. The more information you register, the easier it is to create positions later.

Job list

You can also copy jobs from another job or create from a template, information will be copied over to the new job.

Copy job
Copy job

The sections in a job is:

  • The General tab has name, short description of the job, a dropdown with the title the job gives, what the full-time equivalent is, and the maximum number of positions. Can you create just a specific number of positions based on this job, or should it be unlimited.
Job general tab
Job general tab
  • Description is a textbox where you write the description of the job.
Job description
Job description
  • Job Classification is where you set the function (f.eks. mid-level manager, professional, excecutive etc), job type (are used to classify similar jobs into categories. Job types, like job functions, can be assigned to jobs and used to set up and implement eligibility rules for compensation plans. Can be full-time or part-time, annually or hourly) and job family.
Job classification
Job classification
  • Compensation contains all information about how the job should pay and the level it should be on.
Job compensation
Job compensation
  • Skills is the section where you can add the skills needed for this job and the level you need for it.
Job skills
Job skills
  • Certificates is where you register the certificates they need or should have for this job.
Job certificates
Job certificates
  • Tests contains the tests the job requires.
  • Education says what type of education you should have for this job.
Job education
Job education
  • Screenings is the section where you set what types of screening is required.
  • Job tasks describe the basic tasks that a worker in a position for that job must complete. The same job task can be added to multiple jobs, and positions for those jobs use those job tasks.
Job tasks
Job tasks
  • Areas of responsibility is the last section and is the section where you register what responsibilities this job has, it’s used to indicate the work roles, processes, and products that a worker in a position for that job would be responsible for.
Job areas of responsibility
Job areas of responsibility

3 thoughts on “Organisation setup: Jobs”

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s