Link to original video by Microsoft Tutorials & Training

Managing Employee and Manager Self-Service HR Functional P3- D365

Managing Employee and Manager Self-Service HR Functional P3- D365

Short Summary:

This video explores the capabilities of Dynamics 365 HR for employee and manager self-service (ESS & MSS). It highlights features like personal information management, benefits enrollment, performance management, and team management. The video emphasizes the importance of configuration and implementation considerations for a successful rollout, including security, workflows, and integration with other applications. It also provides a detailed look at the user interfaces of both ESS and MSS, demonstrating how employees and managers can interact with the system.

Detailed Summary:

Introduction:

• The video introduces the topic of managing employee and manager self-service experiences within Dynamics 365 HR.
• The presenter, Adele Eddie, outlines the agenda, which includes an overview of ESS & MSS capabilities, configuration considerations, implementation best practices, and a demonstration of the applications.

Employee Self-Service (ESS):

• ESS provides employees with a single workspace to manage their HR-related needs.
• The video presents a process catalog outlining key ESS capabilities, categorized into personal information, career-related, and organization-related processes.
• The presenter demonstrates the ESS interface, highlighting features like personal information editing, benefits enrollment, course registration, performance management, and access to pay statements.
• The video emphasizes the importance of security configurations to ensure appropriate access and data visibility for employees.

Manager Self-Service (MSS):

• MSS provides managers with tools to manage their teams and their individual performance.
• The video outlines MSS capabilities, categorized into personnel actions, team information cards, and team management.
• The presenter demonstrates the MSS interface, highlighting features like requesting new employees, managing team skill sets, conducting skill gap analysis, and tracking team performance goals.
• The video emphasizes the importance of enabling personnel actions and assigning the manager security role to ensure proper functionality.

Configuration Considerations:

• The video discusses key configurations for both ESS and MSS, including:
  • Setting up external links for employees.
  • Configuring access permissions for personal information.
  • Defining available payment methods.
  • Controlling information access for managers.
  • Setting up workflows for approvals and requests.

Implementation Considerations:

• The video emphasizes the importance of a strategic approach to implementation, considering:
  • The end-to-end employee journey and experience.
  • Integration with other applications in the organization's landscape.
  • Device strategy for employees with varying access levels.
  • Governance and change management.
  • Testing and training plans.
  • Data security and migration.

Do's and Don'ts:

• The video provides a recap of key do's and don'ts for ESS & MSS implementation, including:
  • Simplifying the self-service experience based on scope.
  • Leveraging embedding capabilities for seamless integration.
  • Carefully handling personal data.
  • Considering downstream implications of configuration changes.
  • Avoiding conflicting workflow rules.
  • Carefully considering personalization access for employees.

Resources and Checklists:

• The video concludes by providing access to checklists and resources, including:
  • A baseline checklist for getting started with ESS & MSS.
  • Links to tech talks, articles, and an implementation guide.
  • A reminder to stay updated on release plans.

Q&A Session:

• The video includes a Q&A session where the presenters answer questions from the audience, covering topics like:
  • Availability of features in upcoming releases.
  • Functionality of manager self-service and reassignment.
  • Use of variable compensation in ESS.
  • Utilizing case management for HR interactions.
  • Embedding external applications into ESS.

Notable Quotes:

• "This is a good starting point for the project teams to begin their business process analysis and align the requirements gathered under these mentioned processes."
• "The overall experience for managers requires opening the minimum additional forms or navigating to different locations."
• "It is very likely that you will have multiple applications in your landscape which are to be used by employees and managers to have a full 360 view of their employment."
• "Any successful implementation also requires a strong governance in place."
• "You want to know upfront the possible issues you may face and a mitigation plan."
• "Do simplify the ess and mss based on scope you don't want to be giving too much or too less um to the employees that may disrupt the adoption process."
• "It's a big no to configure a conflict scenario on behalf of settings so you end the workflow rules so you have set up on behalf of where manager is allowed to submit the workflow or leave workflow for his team or her team but on the other hand you have a workflow setting that doesn't allow the submitter to be the approver so you will end up in in these cases you would end up in a conflict."