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1. H M Contract Type Private E mail Home Phone alley IVITIET Full time 1 718 45 Oy This is a special form for Human Resource Management To go back to the regular Contact Form select Contact in the field Contact Type Business Data is Contact Type Employee Employing Company NOTES Salutation Ee Business Phone 1 212 4337 102 First Name Hailey Mobile Phone Middle Name Fax Last Name Miller Email Hailey Miller honag com Job Title HR Manager System User Hailey Miller Professional Information Manager Ethan Carter Department Honag US CRM International Cost Center HR Management Details Contract Bank Data Employee ID Hired By Account Holder Full Time Equivalent Hired On E Bank Account Number Current Job Profile Em Start Date EE Name of Financial Inst xs Work Place New York USA Probation Until Bank Code Education se Contract End IBAN Social Security Number Employment Duration amp l BIC Employee Type Active Work Hours per Week e Bank Routing Contract Type Full time Status Active Owner amp Hailey Miller For entering and maintaining employee data xRM1 usesthe Microsoft Dynamics standardentity Contact Business and private data personal reasons activities and project management data are all included for e g For clarity we ve hidden several fields which don t generally correspond to HR management
2. 9 Thu 10 Fi 11 Sa iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement EE Oraii t naa ia la Linavailahl YL gt f ga ULNE um CY Contaso Developmen Contaso a A _ Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen m iOne CRM Phase Com iOne CRM Phase Con 9 CRM Phase Com iOne CRM Phase Com iOne CRM Phase Com iOne CRM Phase Com iOne CRM Phase Con e g e E 2 E Project j Planning Service Activities Urgency ratio Red border Availability is critical Capacity Available Unavailable 7 Absence leave Business closure 5 2 6 3 Add remove or rearrange columns in the table grid You can also rearrange add or remove the columns in the table grid Startdate v Starttime Endtime Duration Regarding Title Description fel ld X June3 2011 9 00AM 2 00 PM 05 00 iOne CRM Phase Concept CQ iOne CRM Conzept Project Organ E ld X June2 2011 1 30PM 2 30 PM 01 00 Bil License expired CQ Create new License el Zz x June 2 2011 9 00 AM 12 00 PM 03 00 iOne CRM Phase Concept tal iOne Concept preperation el Ed X Junei 2011 12 30PM 5 30 PM 05 00 ig Honag Inc CA Billing and invoicing To do this go to Settings gt Customizations gt Customize the System gt Activity gt Views gt Inactive Public Views and then select the xRM1 Employee Cockpit Grid
3. Mai General Employee ES Bill Scott Achieved on 4 6 2011 oF Dynamics HR Status Reason Valid Valid until 1 31 2016 cA CERE Certificate Certified Senior Project Manager IPMA Level B E 8 Contacts Score Achieved Score 926 00 Maximum Score 1 000 00 Notes __ Folder List Costs Costs 5 600 00 Paid By Company P shortcuts As default chart Achieved Certification Scores by Business Unit is displayed in the Outlook start screen of this entity A column chart shows per business unit how many points of how many total points were achieved at in education exams and certificates xRM1 HR Management Rollup 15 and higher 44 86 I 3 2 48 xRM1 HR Management 44 Microsoft Dynamics CRM v ft HUMAN RESOURCES v Education v Paul Morrison Cer v Hailey Miller Create Honan NEW S DEACTIVATE J DELETE SS ASSIGN SHARE Vv x EDUCATION INFORMATION Paul Morrison Certified Project Manager IPMA Level C 02 17 2010 General Employee Paul Morrison Achieved on 2 17 2010 Status Reason Valid Valid until 2 16 2013 Certificate Certified Project Manager IPMA Level C Score Achieved Score Maximum Score a Costs Costs 2 900 00 Paid By Company Currency US Dollar Employee Select which person the further education applies to Date of Certification The day when the employee received the certification Certificate Select which certificate was received Achieved
4. Business Unit QA Drafts 23 Sent Items fa Deleted Items BMW Ethan Carter Honag US CRM International Lg Junk E Mail Notebook Ethan Carter Honag US CRM International 3 Outbox LE RSS Feeds Notebook Hailey Miller Honag US CRM International we Search Folders 4 Dynamics HR gt t Workplace gt EB Sales gt fy Marketing gt ron Service gt Projects gt Ideas 4 BA Human Resources gt gl Recruiting 4 j Organization Onboarding Offboardin Employees Employment Contracts 5 Wages Absence Administration 1 Disciplinary Measures w Processes 1 4 of 4 1 selected M 4 Pagel gt sig amp Ca a xRM1 HR Management Rollup 15 and higher 41 86 9 a xRM1 HR Management lal kA Save and Close be Ej WpActions Help Fi Facility Equipment BMW company car Information Facility Equipment Information 4 3eneral General HR Management Name Business Unit Honag US CRM Intemational al Project Management Site jg New York USA m Related Primary Email Time Zone GMT 05 00 Eastern Time US amp Canada 4 Common E Work Hours Description S Connections z Audit History 4 Service m Services Resource Groups 4 Process 5essions Ga Background Processes H Real time Processes Name Give a name to facilities equipment here Business Unit Here you can select the respective business unit or department to which a resource belongs Site
5. Employee Self Services in the dropdown section 3 Hailey Miller 44 Microsoft Dynamics CRM v f HUMAN RESOURCES v Employee Cockpit e Create haad Z NEW ACTIVITY F NEWRECORD BO IMPORTDATA h ADVANCED FIND T EMPLOYEE COCKPIT HR Employee Self Services Y My coming Absences 3 June 12 2011 June 14 2011 No Substitute found Leave Ld Patrisna Anderson tal My open Targets 9 mant last5 100 1 Hai 80 J Reorganize personell files Partially 60 May 1 2014 3 Hailey Miller 05 02 2010 A May 2 2010 x 40 20 0 2 5 2010 an B Partially Bo s lt gt My Receipts T3 Printing paper Cash or Private Employee Office Supplies June 1 2011 11 9 19 10 P US Dollar ta VOUOO011 ral My coming Absences Overview of the employee s coming leaves Leave vs Remaining Leave This column chart compares the annual to the remaining leave entitlement My open Targets Overview of the employee s open targets which were agreed in performance reviews My Performance Reviews last 5 years This column chart shows how many percent of the employee s targets have been completed totally or partially or not in the last five years My Receipts Overview of the employee s personal receipts 4 4 5 Fast Time Entry Zara e ss New New Import Advanced Help Employee Fast Time Activity Record 7 Data Find Cockpit Entry New Tools Help Projects 4 Favorites E z j i x Current time Now Filter
6. 4 1 6 0f6 Hill Andrew Taylor Extra pay Weekly 07 01 2011 Pagel As default chart Wage Types by Business Unit is displayed in the Outlook start screen of this entity A bar chart shows which wage types appear how often in the business units xRM1 HR Management Rollup 15 and higher 29 86 e 48 xRM1 HR Management Hailey Miller HUMAN RESOURCES Wages v Bill Scott Commiss v Honag NEW sS DEACTIVATE J DELETE S ASSIGN SHARE p al WAGE INFORMATION Bill Scott Commission based Monthly 07 01 2011 General Employee Bill Scott Start Date 7 1 2011 Type Commission based End Date Pay period Monthly Currency US Dollar Amount 3 000 00 HR Representative amp Hailey Miller Status Reason Agreed Remarks Notes Status Active Employee The person whose wage is displayed Type Several types of wages can be selected here The user can choose between Salary exempt Salary non exempt Hourly Commission based Bonus Extra pay or non monetary Pay period Enter the payment interval Weekly Bi weekly Monthly Annually or One time Amount The user can enter the wage amount here Status Reason The user canselecta status reason foreach employee contract Here he she can choose between Draft Agreed and In discussion Start Date The da
7. Lg Empl Servi uli Employee services All Absences Active Process Resources Ideas B Service 8 00 2 00 E Settings j 7 00 600 6 00 1 50 5 00 aud 400 Bl Informed B Last year 1 00 Il Consulted 3 00 200 WB This year HM Accountable 2 00 HM Responsible 0 50 1 00 o FEET 0 00 ij Mai Honag Deutsch Honag US Cons 0 00 e Dynamics HR Business Unit Owner All Process Re af Calendar contacts gt v Tasks ix Ca 2 The most important parameters concerning HR Organization can be seen at a glance This dashboard includes the following charts Employees in FTE per Business Unit This chart adds up the amount of assigned FTE sorted by business unit Leave and remaining Leave per Business Unit Comparison of leave and remaining leave sorted by business unit Employee Sickness by Business Unit Overview of sick leave days sorted by business unit RACI Distribution in FTE This chart shows how many FTE are assigned to which RACI role xRM1 HR Management Rollup 15 and higher 70 86 es A xRM1 HR Management 6 1 4 HR Management Development Dashboard P 9 55 New New Import Advanced Help Employee Fast Time Activity Record Data Find Cockpit Entry New Tools Help Projects 4 Favorites lt 3 Inbox corum HR Management Development a Deleted Items z lt 4 Hailey Miller honag com FA Inbox Target Achievement by Business Unit Overdue Performance Reviews by Busine
8. Select which site the facility equipment is located The site is the location ofthe respective business unit Primary E Mail Primary e mail address of the selected business unit Time Zone The user can select the time zone of the site where the facility equipment is located Description A detailed description of the resource and its usage can be entered here Expense per Unit Here you can insert the budget per unit when using the resource Currency The expense currency per unit can be selected here xRM1 HR Management Rollup 15 and higher 42 86 e 48 xRM1 HR Management 4 3 Employee Development See individual employee and applicant job histories in the Development section Organize required skills and competences In addition you can track employee skill levels and development targets When necessary prior and future health checks can be listed XRM1 HR Management supports you by tracking performance review details target achievements and future steps for improvement The educational background of applicants and employees can be listed Organize employee certifications including qualification levels and corresponding certificates 4 3 1 Job History Job History View Charts Add Customize ra a di 32 B Import Chart 2 B E Export Chart C n Chart New Edit Save Refresh Assig are Pane Chart Chart As Delete Chart Chart Layout Charts Collaborate lt 4 Dynamics HR Active
9. gt Delete 12 00 PM sees m Mark as complete Event properties 1 00 PM Title iOne CRM Concept Project Orgar 2700 PM Start 6 3 2011 ha The 9 00 AM 7 End 4 00 PM 6 3 2011 T 2 00 PM 7 5 00 PM Update 6 00 PM 5 2 4 Graphical hours overview A container displaying the hourly overview is available a column chart shows the total number of hours entered for each day 5 2 5 Navigation views and filters In the top bar you will also find navigation and filtering functionalities You can set and navigate between today daily weekly and monthly views forwards and back The filter for open closed and invoiced entries provides you with a more transparent and flexible view for creating and viewing your entries You can also use the calendar on the right hand side to navigate to a particular day 5 2 6 Employee Cockpit Mask modification The Employee Cockpit mask can be adjusted according to your individual needs Elements and views can be rearranged or removed individually New elements iFrames can be added Columns in the table grid can be added removed or rearranged Be aware that the appropriate security role is required System Administrator or System Customizer 5 2 6 1 Modifying grids and views To customize the Employee Cockpit grids and views goto Settings gt Customizations gt Customize the System Find the xRM1 Employee Cockpit entity and click on the Emplo
10. to Excel Data Find Records Collaborate Pr ocess Data Help lt 4D ics HR n EMEN Active Disciplinary Measures in Workplace Discipli M b ae Sales Search Active Disciplinary Measures je Filter v isciplinary Measures D w gt e Lay Marketing D Level Reason Employee Date Status Reason Projects verbal Peer Repeated tardiness PaulMorison 12 3 2010 Valid 4 e s encres et OR d cR TITLE OO EC TET OE ICRI ORL OEE 1 pem as 1 verbal Insulting the superior Tom Seel 4 11 2011 Valid g or E Pi 1 written Repeated Insulting the superior Tom Seel 5 30 2011 Valid 8 Lj Recruiting a Honag US Sales 4 Organization E Onboarding Offboarding z Employees A Honag US Consu Employment Contracts a S Wages Absence Administration 0 1 2 1 Disciplinary Measures wo Processes EN Reprimand HM 2nd warning Process Resources Bl ist warning tJ Departments 4 LL E Facilities Equipment 1 3of3 Pagel E Development o Click on the chart to perform Drill Down Employee Services L Employ Repeated tardiness Q Ideas B Service amp Settings General Reason Repeated tardiness Date 12 3 2010 Employee RE Paul Morrison HR Representative amp Hailey Miller Level verbal Status Reason Valid Remarks At least 5 times from Sept to Nov 2010 p Mail Notes et Dynamics HR aj Calendar Contacts As default chart Disciplinary Measures by Business Unit is displayed in the Outlook start screen of this entity A bar char
11. 49 69 784613 0 http www honag de Honag Deutschland GmbH Us Process Resources Ex Onboarding Offboarding Honag Europe 49 69 784613 0 http www honag com Honag Canada Central Corporation Absence Administration Honag France SA 33 1 431645 0 http www honag fr Honag Europe Employment Contracts Disciplinary Measures Honag Hawaii Training Limited 1 808 1734 000 http www honag us Honag Canada Central Corporation bC Development i f 75 P gt I Employee Services Honag Italia SRL 39 06 527664 000 http www honag it Honag Europe B E Settings Honag Nederland BV 31 20 66454 0 http www honag n Honag Europe gt Lj Business v Honag Schweiz Training AG 41 31 471112 0 http www honag ch Honag Europe y Mail m Honag US Consulting 1 212 4337 000 http www honag us Honag US CRM Intemational et y HR Honag US CRM International 1 212 4337 000 http www honag us Honag Canada Centra Corporation HEE Calendar Honag US Sales 1 212 4337 000 http www honag us Honag US CRM International Contacts Honag US Technics 1 212 4337 000 http www honag us Honag US CRM International m Tasks u Notes Folder List 4 L4 EJ Shortcuts 1 16 of 16 0 selected M 4 Pagel D For Departments we use the Microsoft Dynamics standard entity Business Unit This entity contains general information about a department its address data and the corresponding project management fields xRM1 HR Management Rollup 15
12. 5 10 2011 4 BA Human Resources 5 gt GE My Work David Day Junior Consultant Honag US Consulting 04 26 2011 5 4 2011 D or 5 R Harry Chang Junior Consultant Honag US Consulting 04 26 2011 5 13 2011 ecruiting 4 lob Profiles Jonathan Hall Senior Consultant Honag US Consulting 05 04 2011 5 23 2011 4 Open Placements aS Recruiting Channels Applications 3 Applicants D Organization 2 2 L Development L Employee Services xo s gt Ideas 14 gt GB Service D i Settings 04 Account Manager Senior Consultant Junior Consultant Job Profile Open Placement L Mail ME sum Quantity Open Placement e Dynamics HR Ill Count All Application 3 Calendar 4 lil gt amp Click on the chart to perform Drill Down Catherine McGrath Account Manager Honag US Consulting 05 05 2011 sai Open Placement Account Manager Honag US Consulting 05 05 2011 E Aptitude good match Desired Wage 42 000 00 Shortcuts As default chart Applications and Open Placements is displayed in the Outlook start screen of this entity A column chart shows how many applications belong to how many open placements xRM1 HR Management Rollup 15 and higher 16 86 p 9 xRM1 HR Management 4 1 4 1 Main form ae B Hailey Miller fi HUMAN RESOURCES v Applications Catherine McGrath v ae NEW S DEACTIVATE J DELETE SS ASSIGN SHARE val APPLICATION INFORMATION Catherine McGrath Acc
13. Certified Project Management Associate IPMA Level D IPMA D 1 000 Professional Certificate Current Version 2 Development Certified Project Manager IPMA Level C IPMA C 1 000 Professional Certificate Current Version Job History Certified Senior Project Manager IPMA Level B IPMA B 1 000 Professional Certificate Current Version Education MCTS Managing Microsoft Dynamics Implementations MCTS 3 1 000 Professional Certificate Current Version Certificates MCTS Microsoft Dynamics CRM 2011 Customization an MCTS 2 1 000 Professional Certificate Current Version Skills MCTS Microsoft Dynamics CRM 2013 Applications MCTS 1 1 000 Professional Certificate Current Version 91 Skill Levels Organization Development and Change BUS ADM 100 Soft Skill Certificate Current Version L2 Performance Reviews E e Details Ill Professional Certificate Ill Language Certificate Medical Records Ill Soft skill Certificate d Employee Services JIT T7 gt m 5 ass 1 10 of 10 Pager l 10o age GB Service 3 Click on the chart to perform Drill Down Mail Cambridge Certificate in Advanced English o Dynamics HR A pa General Calendar Name Cambridge Certificate in Advanced English Maximum Score 500 00 amp Contacts ID CAE HR Representative amp Hailey Miller v Tasi Type Language Certificate Status Reason Current Version z Notes Notes Folder List A Shortcuts 45 86 9 48 xRM1 HR Management As default chart Certificates by t
14. For receipt type Company Car The mileage is calculated automatically from the travel beginning and end The calculated value can be overwritten The Description field allows you to add additional information for any further clarification The Expenses calculator tab is only available when Expenses is selected as the receipt type Receipts are bound to the travel once deactivated Note For mostreceipts the Net Amount field is used as the starting field for calculating cost However the company car is an exception Costs for the company car are taken from Costs per unit in the facility equipment selected and multiplied by the value in the Distance traveled field Tip Alternatively receipts can also be entered centrally e g by the back office To do this display the receipts at the required places within the pane This enables those responsible to enter all receipts and to directly assign those employees in question such as for further classification or assignment to travel or a project 4 4 4 Employee Cockpit For the time entry functionalities of the Employee Cockpit please see chapter 5 2 xRM1 HR Management Rollup 15 and higher 58 86 p 9 a xRM1 HR Management Besides these time entry functionalities the Employee Cockpit offers several views and charts for employees to get an overview about their performance reviews and targets absences and personal receipts In order to use them please use the view
15. General ds Employee Paul Morrison Manager Ethan Carter Date 4 1 2011 Next Review 4 1 2012 Valid until 3 31 2011 Status Reason Planned Review Details Name Type Certificate Employee Required Completion Dat Completed Status Reason Manage projects successfully Evaluation Paul Morrison 3 31 2011 Yes Valid Improve System Integration Competences Target Paul Morrison 9 30 2011 Partially Valid Achieve Project Management Competences Target Certified Project Director IPMA Level A Paul Morrison 11 30 2011 No Valid T Employee Select which person the performance review is for Manager The manager who conducted the employee review Date The day when review took place xRM1 HR Management Rollup 15 and higher 49 86 9 48 xRM1 HR Management Next Review The day when the next review is scheduled to take place Valid until Enter the date until when the performance review is valid Status Reason Select the status reason for each performance review Planned In Progress or Valid 4 3 6 2 Form Review Detail As Review Detail is a separate entity please see chapter 4 3 7 for details 4 3 7 Review Details Review Details View Charts Add Customize EE b V Activate Me Share amp Follc e E E E TE ES o S Deactivate D Copy a Link 7 Unfollow Six New Edit _ Assign Connect Run Start Run Export Import Advanced Help m Delete x Email a Link M Work
16. Hailey Miller Employee Paul Morrison Examination Last Exam 4 1 2011 Next Exam 4 2 2012 Name Enter here which specific health check is described Employee Select which person received the health check HR Representative The HR representative is the owner of the record Last Exam The day when the last health check took place Next Exam The day when h the next health check is scheduled to take place xRM1 HR Management Rollup 15 and higher 52 86 p 9 E xRM1 HR Management 4 4 Employee Services For a more convenient working we ve added the Employee Cockpit and the Fast Time Entry to the Employee Services section of xRM1 HR Management This section also makes it easy for you to organize employee absences Submitted absences will be directly taken into account when availability is being calculated in CRM Project XRM1 HR Management is fully integrated in Microsoft Dynamics activity management Manage employees travel and related expenses You can submit and track all kinds of expenses receipts can be added to track individual costs 4 4 1 Absences Absences View Charts Add Customize v4 V Activate lt b C Share 5 m amp Deactivate n D Copy a Link te Unfollow o New Edit Assign Run Start Run Export Import Advanced Help Employee Fast Time mug A 9 kh A TD Delete x Email a Link 7 Workflow Dialog Report to Excel Data Find Cockpit Entry Records Collaborate Process Data Help P
17. Implementation New York iOne corporation Inc New York 05 02 2011 05 03 2011 Project iOne CRM Implementation New York Receipt Nur f VOU0008 Type of the Overnight Stay Owner amp Paul Morrison Date of Re 5 3 2011 Paid By Company Travel Day 5 3 2011 Type of Payrr Visa Vehicle Mileage at on Mileage at Cost Gross Amo 220 00 Deductible 20 00 Net Amount 200 00 Billing Billable x Is Billed f No Currency US Dollar Timeshee a Cleared A a Status Reason Processing To create a new receipt simply follow the steps below A receipt for a particular trip is assigned with the Travel field When creating a travel receipt the value is automatically taken from the trip This also applies to the Project field Type of receipt document provides you with a variety of field options For example selecting Company Car hides the Costs field from view fields for selecting a vehicle and specifying the miles driven are displayed Selecting Expenses reveals a tab which is linked to an internet expenses calculator Receipt number is filled in automatically Select Type of payment not available for every receipt Select Method of payment not available for every receipt Select Travel day Select Receipt day Select Gross Amount Select Deductible taxes Net Amount is calculated automatically Select Vehicle if receipt type Company Car is selected
18. Mask modification W S NNNNNWN rR Re ARAALA A 4 2 OMNDUAWNESBUAWRHN AAHRAAA AAA AHA eo 4 3 BS eh du dS us um BRARAMWWWWWWWWMNNNNNNNNNNNMEPBRHE PURKE ON AUAWNE 4 4 ARAAA A aN Ui 5 5 5 X UI UI UI Ul Ul UI ork HR Management Controlling hboards 6 1 1 HR Management Executive Dashboard 6 1 2 HR Management Recruiting Dashboard 6 1 3 HR Management Organization Dashboard 6 1 4 HR Management Development Dashboard 6 1 5 HR Management Employee Services Dashboard ctivities uman Resource Report 7 Rights and roles concept 7 1 Default settings 6 2 6 3 xRM1 HR Management Rollup 15 and higher QYOoOO00000080 90 U1lU1U1U1U1U1U1U1 AA L xnM1 HR Management Z1 Licensing 7 1 2 Global Installation lution activation Activation Wizard 3 1 Activating a free trial 3 2 Activating temporary or purchased license s olution configuration Configuration Wizard License management Roles concept S 7 Z S xRMi HR Management security roles 7 7 1 xRM1 HR Employee 7 7 2 xRM1 HR Supervisor 7 7 3 XRM1 HR Manager L 7 8 License types and license assignment The names of companies and products included in this document may be covered by trademark and or similar intellectual property rights This notice does not grant any licenses under those rights The examplecompanies organizations products domain names e mail addresses logos people places and events depicted in this document are
19. Profiles oy New York Open Placements E EO ud i 3 ae LE ta 4 b 59 Recruiting Channels i Mpe NJ Applicants VQP NEVADA Jog Urdtinet Cotdeana gt KANSAS a oon J WEST VIRGINI gt 4 Lj Organization ad Vo A tI ne WC MISSOURI MR MEET T ns Development CALIFORNIA OKLAHOMA P ee TE f et Cu 7 ME i i 4 TENNESSEE n omer Employee Services 34 7N ann we i i il Settings Md a a7 SOUTH CAROLINA ALABAMA GEORGIA MissitsIPP LOLISIANA 5 gt ry FLORIDA 250 rnil2z 509 an SEE C icrdsoft Corporation Image courtesy of NASA Esrthstsr Geographics SIO 2013 Nokia Search Active Applicants jJ Fiter v Contact Type Equals Applicant Y x Status Equals Active Y X 3 Full Name Address 1 Street 1 Address 1 ZIP Postal Code Address 1 City Address 1 Country R PE Catherine McGrath 3915 SE Steel Street 97202 Portland United States Mail EE David Day 1644 31st Street NW 20007 Washington United States EE Harry Chang 385 7th Street E 55101 St Paul United States Dynamics HR Tm ES Jonathan Hall 1100 Michigan Avenue 88310 Alamogordo United States EM Calendar E T HB Contacts 1 4of4 Pagel By v Tasks Catherine McGrath inl Notes Email Catherine McGrath outloock com Lg Folder List Preferred Method of Contact Any HR Representative amp Patrisha Anderson Shortcuts Q See more about Catherine McGrath Catherine McGrath outlook com Sua As applicants are part o
20. Recruiting section all applications can be filed filtered and sorted according to individual requirements Submit open job requirements which may be based on specific job profiles and match applications to open placements Links to vacancies can be published internally or to external job markets Create standardized job profiles with requirements which can be matched to applicant profiles Add applicants andorganize them with the standard Microsoft Dynamics Contact form xRM1HR Management is fully integrated thus all other Microsoft Dynamics functionalities are accessible and every applicant can easily be converted to an employee once the application process is complete You can see the relation between candidates and their various applications 4 1 4 Job Profiles Job Profiles View Charts Add Customize IU 5 D 2 z f na V Activate Me Share Gu a 555 TE j o gt Unfollow Q3 a S Deactivate pD Copy a Link New Edit _ Assign i Connect Run Start Run Export Import Advanced Help m Delete e Emaila link Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help a lt 4 Dynamics HR 4 Active Job Profiles o 4 Workplace af Sales Search Active Job Profiles jJ Fker v Job Profiles by Level v gt e Lip Marketing D Name Business Unit Job Level amp Account Manager Honag US Consulting Team Lead SM Nn nt Ju
21. a xRM1 HR Management 6 1 3 HR Management Organization Dashboard File Dashboards e Sa a 2 d o E t c Save New Edit Delet Shar i jn Refresh Advanced Help Employee Fast Time AS Jashboard All Find Cockpit Entry Dashboard Management Action Query Help Projects 4 Favorites lt L3 Inbox g i HR Management Organization D lzj Sent Items 5 Deleted Items 4 Hailey Miller honag com FA Inbox Employees in FTE per Business Unit Leave and remaining Leave per Business Unit LA Drafts Active Employees Enabled Users LJ Sent Items 5 Deleted Items Honag US Technics f 350 00 ig Junk E Mail Honag US Sales B 300 00 3 Outbox Honag US CRM International 8 250 00 22000 REL Honag us Consulting EE vou 38000 B s SESEHE Honag Schweiz Training AG 9 fod Eel E Honag Nederland BV 8 150 00 4 Dynamics HR s Honag Hawaii Training Limited B Bl Male 100 00 l4 a 75 00 Honag Deutschland Technics B GB Female 50 00 3700 o0 5 Workplace i dy Honag Deutschland Sales 0 00 2008 EB Sales Honag Deutschland GmbH B i ai nd wing aS Marketi j 100 25 23 2 2 Ss Marketing Honag Deutschland Consulting m eS p m oF Projects Honag Canada Central Corporation B 7 7 4 BA Human Resources zi S z a My Work 0 00 0 50 1 00 Business Unit 23 Dashboards 4 Activities 2 Reports LI Recruiting Lg Organization Lj Development Employee Sickness by Business Unit RACI Distribution in FTE
22. addition a Bing map shows you the places where the applicants for the specific open placement are located 4 1 2 2 Form Recruiting Channel As Recruiting Channel is a separate entity please see chapter 4 1 3 for details xRM1 HR Management Rollup 15 and higher 13 86 A xRM1 HR Management 4 1 2 3 Form Applicants As Applicant is a separate entity please see chapter 4 1 5 for details 4 1 2 4 Business Process Flow OPEN PLACEMENT INFORMATION Senior Consultant Honag US Consulting 05 04 2011 Open Placement Received Active Waiting For Applications Recruting Process POST Processing gt Next Stage v Job Profile Senior Consultant i wv Publishing Type External i v Business Unit Honag US Consulting wv Costs 350 00 v Quantity 1 i v Status Reason Recruiting process A default business process flow for open placements was created It includes the following stages and fields Open Placement Received Job Profile Business Unit Quantity Publishing Type Costs and Status Reason Waiting for Applications Status Reason Recruiting Process Status Reason Post Processing All positions filled Note Fields can be added specifically just to the process flow In addition they can be on the form as well as on the process flow If this is the case entering or changing data in a field will apply for the form
23. and higher 39 86 xRM1 HR Management Help bel EA SaeandCose kG C Actions Business Unit Honag Austria AG amp Information 4 General Name Main Phone 43 222 9399914 0 Division Other Phone Business Unit Information Parent Business g Honag Europe a Fax General Aites Website http honag at Email Project Management 4 Addresses Related Bill To Address 4 Organization Street 1 State Province amp Users Street 2 ZIP Postal Code Gl Business Units Street 3 Country Region B Teams iu Facilities Equipment Ship To Address db Resource Groups 4 Common Street 1 State Province Audit History Street 2 ZIP Posta Code Gi Idea Business Unit Ref street 3 Country Region Contacts E City Job Profiles Open Placements 4 Project Management 8 Project Team G 1 4 Process Sessions ay iar Hie Business Unit Ql Area tal Manager Real time Processes Type Department ID Number of Employees Settings Show in Planning Yes No Capacity MD Day 5 00 Table xRM1 HR Management Rollup 15 and higher 40 86 xRM1 HR Management 4 2 11 Facilities Equipment A O S New New Import Advanced Help Employee Fast Time Activity Record Data Find Cockpit Entry New Tools Help Projects 4 Favorites lt 3 inbox Local Facilities Equipment Search for records 5j Sent Items H new g X Add Connection Q Run Workfiow F Start Dialog More Actions fa Deleted Items 3 Inbox E v Name
24. control which employee entries have been completed and which not Listed activities can be subtracted or edited by the user 5 31 2011 9 00 AM 9 30 AM 0 5 iOne CRM Phase Concept iOne CRM define concept 2X d However changes will no longer be possible for already settled entries xRM1 HR Management Rollup 15 and higher 60 86 ry xRM1 HR Management 5 2 Entering Time with the Employee Cockpit mask With the user friendly and flexible Employee Cockpit mask you can enter and edit your work hours quickly and easily It can be accessed in almost all areas of Microsoft Dynamics from the menu bar The Employee Cockpit mask can also be used from outside Microsoft Dynamics integrated into your intranet page Outlook start page SharePoint site etc Employee Services EN X q Y Y Y Y Y REVIEW DETAILS MEDICAL RECORDS ABSENCES TRAVELS RECEIPTS EMPLOYEE COCKPIT FAST TIME ENTRY EN gg A4 9 gs New New Import Advanced Help Employee Fast Time Activity Record Data Find Cockpit Entry New Tools Help Projects 4 Favorites t 3 Inbox Employee Cockpit Y A Sent Items di RS IB Open fa Deleted Items 4 E u 00 00 00 vii Completed drop eM uu cer REC a A ence X CEST E New Back Today Day Week Month Forward Record 5 A Sent Items a D invoiced a Deleted Items New View Timer Filter od Lg Junk E Mail Start Date Actual Duration 4 Regarding an J Bi Outbox m June 1 201
25. fictional Any association with existing companies organizations products domain names email addresses logos people places or events was not intended or inferred All rights reserved Contents of this book may not be reproduced or transmitted in any form or means without the written permission of the publisher All other rights are reserved and this notice does not grant any rights other than specifically described above whether by implication estoppel or otherwise itara GmbH Beethovenstrasse 5 97080 Wuerzburg Germany Tel 49 931 66084 111 E Mail sales xRM1 com All rights reserved DIN A4 Version v041 xRM1 HR Management Rollup 15 and higher 9 48 xRM1 HR Management O Before you start 0 1 Foreword XRM1 HR Management is the Business Solution for recruiting managing and developing company employees including Employee Services in Microsoft Dynamics It includes functions for Candidate Management Onboarding Organizational Charts Absence Management Skill and Performance Management as well as Scorecards Employee Services for Time Entry Requestfor Leave and Expenses amp Travel Management are also included We recommend that the reader of this manual has basic knowledge of project management and is proficient in working with Microsoft Dynamics If you don t meet these requirements we recommend that you familiarize yourself with these topics beforehand as this will help you work more efficientl
26. function on the right hand site The start screen of the function shows a respective view and a preview of the selected record 0 T Microsoft Outlook a B Q Applications View Charts Add Customize a o pm S Activate Fea O Share EN i m1 E TE Ry o ril 94 i Sx uu S Deactivate D Copy a Link Unfollow j Six Mew Edit Assign i Connect Run Start Run Export Import Advanced Help M Delete x Email a Link X Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help 4 Favorites lt ae gt ta inbox Active Applications EX d 4 June 2011 gt Mo Tue Th Fr Sa Su J Sent Items Search Active Applications jJ Fiter v 1 2 a 4 5 a Deleted Items D Applicant Open Placement Received On Status Reason Aptitude 6 783910112 SE Me Eom CANARIA UL 90 0E AP tre LF TSR ES NAD aw EAN UST STS TSU MEG TITRE TRI TON 3 Halley PIENO Ag Gm David Day Junior Consultant Honag US Consulting 04 26 2011 5 4 2011 First Validation average match 27 28 29 30 i3 Inbox Jonathan Hall Senior Consultant Honag US Consulting 05 04 2011 5 23 2011 Received LA Drafts Today liz SentIt x Sj Sent Items 4 Il gt pen HR Planning for Rest of the Yez s Deleted Items 10 30 AM 3 00 PM ig Junk E Mail iol Pagel New York 3 Outbox f _HR Planning for Rest of the Yez RSS Feeds Catherine McGrath Account Manager Honag US Consulting 05 05 2011 10 30 AM 3 00 PM
27. has accumulated a certain amount of overtime which is being given back to them in vacation days Requests for leave and compensational time off are supported through a multi layer approval process using Microsoft Dynamics workflows and activities These workflows can be configured to the rules of your organization in the Processes area of Microsoft Dynamics settings In the standard configuration the following major process steps are included in particular Substitute selection when creating a request Substitution process whereby the user selected approves accepts their role as substitute Supervisor manager vacation approval HR approval and vacation system entry After the vacation substitute has been confirmed approved by superior manager and by HR the vacation days are automatically deducted from the employee s remaining days of leave or added in the case of compensational time off Employees responsible for certain roles such as Manager and Head of HR are defined in the user settings Note When you re requesting leave for less than a day the time away from work must be entered For example for a standard 8 00am to 4 00pm 16 00 work day a half vacation day in the morning will be entered as 8 00am to 12 00pm 4 4 1 2 Business Process Flow ABSENCE INFORMATION New Absence submitting Of Absence Ac Substitute Confirmation Supervisor Approval HR Departmental Approval Leave Preparation Retum Follow
28. of the record Status Reason Select the status reason for each skill level record xRM1 HR Management Rollup 15 and higher 48 86 3 48 xRM1 HR Management Current Level To be evaluated or To be confirmed Required Enter a value for the required skill level here The user has the choice between 0 worst and 5 best Actual Enter a value for the actual skill level here The user has the choice between 0 worst and 5 best 4 3 6 Performance Reviews Performance Reviews View Charts Add Customize S r y Activate lt b g Share S Follo o Fl m TL aa o Unfollow o gt he a Wu Deactivate D Copy a Link New z Assign J Connect Run Start Run Export Import Advanced Help m Delete Emaila Link Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help s lt 4 Active Performance Reviews o A i Workplace E af Sales Search Active Performance Reviews P Fiter v Target Achievement all employe v gt L Marketing O Date Employee Manager Valid until Next Rev Projects LJ 5 2 2010 Hailey Miller Ethan Carter 5 1 2011 5 2 2011 100 4 s R Human Resources I T4772011 Paul Morrison Ethan Carter 3 31 2011 4 1 2012 0 Recruiting 50 Hl No d Organiza
29. or to employees in detail Instead we ve addedthe Contact type field as well as the specific HR Management fields which contain data concerning an employee s contract HR details health and bank data and if applicable information concerning an employee resignation or dismissal When the fields Start Date and Contract End are changed here the respective fields in the Job History entity are also updated automatically Furthermore a Bing Maps integration was included which shows the location of the employee xRM1 HR Management Rollup 15 and higher 27 86 xRM1 HR Management 4 2 3 Employment Contracts Employment Contracts View Charts Add Customize na e D p B mm FE rae 3B Sein kim CO 83 B d 9 X Deactivate D Copy aLink 3 Unfollow d Vix New Edit Assign A Run Start Run Export Import Advanced Help m Delete x Email a Link Workflow Dialog Report to Excel Datay Find Records Collaborate Process Data Help lt 4 HR Active Employment Contracts in i Workplace at Sales Search Active Employment Contracts P Fer v Employment Contract Types by v gt Lip Marketing 3 Employee Start Date End Date Type Projects Catherine McGrath 7 1 2011 None Full time 4 pene Da Daniel Brown 3 1 2009 None Internship or a I Ethan Carter 2 1 2009 None Part time Honag US Sales gt ecruiting x S 4 Gm Organization Hailey Miller 1 1 2009 None Full time a H
30. select a status reason for each job history record Here he she can choose between Historic job and Current job Remarks Describe the job in more detail or add any additional comments in this field 4 3 2 Education Education View Charts Add Customize ES 2 V Activate v Share S o E si TE FS o S Deactivate M Dj Copy a Link Unfollow ok 1 Six Ss New Edit _ Assign Connect Run Start Run Export Import Advanced Help m Delete Emaila link Workflow Dialog Report to Excel Data Find Records l Collaborate Process E Data Help lt 4D ics HR S Active Education iv Workplace SEIE at Sales Search Active Education Filter v Achieved Certification Scores by Busines v a gt Marketi Ly d Achieved Score Maximum Score Certificate Projects 926 1 000 Certified Senior Project Manager IPMA Level B 1200 00 4a 924 1 000 MCTS Microsoft Dynamics CRM 2013 Applications E LI My Work 1 000 00 000 00 LI Recruiting ij Organization 800 00 4 j Development 600 00 Job History Education 400 00 Certificates 200 00 8 Skills olen 0 00 Le Honag C Honag U CJ Performance Reviews EJ Review Details py Medical Records Bl Achieved Il Total Score jj Employee Services 4 i gt es Q Ideas 1 2of2 Pagel GB Service cick on the chart to perform Drill Down li Settings Bill Scott Certified Senior Project Manager IPMA Level B 04 06 2011
31. the review detail was accomplished They can either select E Yes 6 Partially or No S Degree 90 If Partially was selected in the Completed field the user may enter the degree of completion here If Yes or No was selected the field is write protected and automatically filled with 0 007 Yes or 100 00 No Completed On The day when the review detail was completed Manager The manager who confirms that the review detail was completed 4 3 7 2 Form Skill Levels Please see chapter 4 3 5 for details xRM1 HR Management Rollup 15 and higher 51 86 3 48 RM1 HR Management 4 3 8 Medical Records Medical Records View Charts Add Customize 4 a P nz f M i 1 5 V Activate 15 Share S Y a E pi TH E o S Deactivate D Copy a Link Unfollow G ix New E Assign Connect Run Start Run Export Import Advanced Help m Delete Emaila link Workflow Dialog Report to Excel Datay Find Records Collaborate Process Data Help 4D ics HR g HOUR 4 Active Medical Records iv Workplace E z ma Sales Search Active Medical Records P Filter v Overdue Medical Records by Busi v e Le Marketing 3 Name Employee Last Exam Next Exam Categor Projects Medical record for office staff Paul Morrison 4 1 2011 4 2 2012 4 ee AUN 4k Medical record for office staff William Jones 4 1 2010 3 31 2011 i 2 La ori R iti a Med
32. under Configuration when selecting the relevant solution under Settings gt Solutions For creating a license your Microsoft Dynamics Organization Unique Name is required Your MS Organization Unique Name is determined automatically and is displayed directly on the configuration screen With the integrated copy function the name as well as other license relevant data company nameand e mail canbe readout and forwarded Close yj Actions Help e Solution xRM1 Rollup 12 n a 8 Information Solution xRM1 Rollup 12 Configuration 7 Information Configuration of xRM1 8f Configuration Components A Entities zB Option Sets F Licensing Client Extensions Web Resources License key T Processes gt Plug in Assemblies es I License upload Status Valid license data uploaded S Sdk Message Processing 5 IMMM service Endpoints k Purchase License Hr Dashboards E Reports Contact xRM1 Support 2 Connection Roles i Article Templates License report and request i Contract Templates E E mail Templates Company Name jud Mail Merge Templates E Mail E security Roles ENT gi Field Security Profiles Organizational Unique Name Copy In order to create your data for the license please enter them in the respective fields under License report and request and press Copy Please confirm the copying by pressing Yes when you are prompted with the Silv
33. unit is obtained by comparing an employee s average number of hours worked to the av erage number of hours of a full time worker A full time person is therefore counted as one FTE while a part time worker gets a score in proportion to the hours he or she works For example a part time worker employed for 20 hours a week where full time work consists of 40 hours is counted as 0 5 FTE 1 3 Business Closure The business closure defines the days in which vacationis mandatory for the whole company Thus an employee s remaining days of leave are reduced automatically for business closure days Business Closure s are standardized for all employees 1 4 Absence Absence includes all types of vacation leave with remaining days of leave 1 5 Public Holiday Public holidays can be standardized for all employees Here leave is not subtracted 1 6 New Annual Leave New annual leave for the upcoming year can be entered individually for each employee 1 Remaining days of leave expired If an employee has not taken all of his her allotted vacation by the end of a business year the company can decide that remaining days of leave will expire xRM1 HR Management Rollup 15 and higher 5 86 e xRM1 HR Management 2 System administration settings 2 1 Absence Administration Help Employee Fast Time Cockpit Entry Help Projects Create Type Absence Reason Business Closure Absence Sick leave Public Holiday Tim
34. xRM1 Configuration Components gt T Entities EH Option sets Client Extensions a Web Resources Processes gt I Plug in Assemblies Sdk Message Processing 5 service Endpoints BE Dashboards E Reports 23 Connection Roles E Article Templates 8 Contract Templates E mail Templates ja Mail Merge Templates Ei Security Roles 4 Field Security Profiles Licensing Project Settings Travel Management Global Calculation Calculating users Calling User Caching Livetime Min Log Level Error recommended Trace Debug Caching Specify how long cashed userspecific calendar availability should be validfor The less often you change the calendar settings e g user work hours the more you can increase the values Log Level Specify the log level for the xRM1 solution We recommend the Error setting 7 2 Installation Instructions on how to install the solution can be found in our Getting Started Guide You can download this from the xRM1 website The guide can be found under Products xRM1 HR Management and Downloads on the right hand side 7 3 Solution activation Activation Wizard Activating the solution can be done easily with the Activation Wizard This can befound on the ribbon bar under Settings gt xRM1 License Types Activation Wizard Microsoft Internet Explorer provided by itara GmbH if F Ioj xj x Welcome to the A
35. 1 3 00 PM 03 00 B Honag I T fa u 2 UU PM U UU g inc 1 Ej RSS Feeds E 6h 7 i Search Folders C Bd X June i 2011 1030AM 03 30 iy Honag inc zl 4 Dessulcs HR fe d X June2 2011 10 30AM 0430 E Honag Inc gt A Workplace fel ld X May31 20 11 00AM 07 00 Honag Inc 1 i 0 gt E Sales El Ed X May30 20 11 00AM 0830 i Honag Inc 2 P v amp gt fy Marketing 2 E i S lt gt di Senice 7 a K e ona 2011 May 29 2011 May 30 2011 May 31 2011 J 2011 Jun 2 2011 Jun 3 2011 4 2011 e gt Q Ideas J Mi s aanl s ELS ni m amen ee cd Rei i 4 June v gt 2 4 24 Human Resources D a o Lll LR S M T W T F 5 Dial Recruiting 29 30 31 1 2 3 4 gt QE Organization 10 00 AM gt CI Development 5 6 7 8 9 40 44 4 aj Employee Services 11 00 AM 12 13 14 15 16 17 18 5 Absences 19 20 214 22 23 24 25 4 Activities 12 00 PM 26 27 28 29 230 1 2 GJ Travels z P he z b Receipts n g F Employee Cockpit 1 00 PM 3 2010 32011 20 2 E Fast Time Entry v Event properties gt E Settings v 2 00 PM 1 Title Mail 3 00 PM e Dynamics HR Start 4 00 PM 5 00 PM fnd B3 A k A i d Please select the Employee Cockpit view in the dropdown area after starting the mask After that you can create and edit the time entries in three different ways 1 Using the New button at the top 2 With a stopwatch 3 In the calendar view The entered items will be immediately synchronized with the Microsoft Dyna
36. 4 BA Human Resources lll Received 4 d My Work Fm TM ME Applications Will Successful Applications iij Dashboards 4 Activities 2 Reports gt Recruiting LI Organization I Development Open Placements by Business Unit Applications and Open Placements by Job Profile Lg Employee Services Active Open Placements All Applications Q Ideas B Service li Settings External HR Recruiting Ag e m Honag US Consulting 5 4 4 4 DENEN 2 11 1 1 1 1 ri 1 bo Mail Honag Deutschland Consu 4 B BH B B 2 Account Manager Junior Consultant Senior Berater Dynamics HR Junior Berater Kundenbetreuer Senior Consultant H Calendar Job Profile Open Placement 2 3 Business Unit o rs un Contacts v Tasks Sum Quantity IS sum Quantity Open Placement Bill Count All Application is Ca a The dashboard for HR recruiting includes the following charts Status Application Lifecycle This funnel chart gives an overview of the amount of applications in each status reason Applications by Channel Total amount of applications and successful applications for each recruiting channel Open Placements by Business Unit Amount of open placements sorted by business unit Applications and Open Placements by Job Profile This chart compares the number of open placements per job profile to the respective applications xRM1 HR Management Rollup 15 and higher 69 86
37. 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 Start 6 2 2011 fis End 7 17 2011 view 7 3i 365 Name E Honag US Consulting James Collins Patrisha Anderson Paul Morrison Peter Moore Scott Campbell Steven Clark Tiffany Underwood 7 Tori Smith oru oO moo moo moo 0o0 morbo 70 Honag US Sales Honag US Technics Services 4 2 6 1 Project B Planning E Processing leave Business closure FA Absence F Appointments Service Activities Red border Availability is critical Capacity Available Unavailable Prerequisites The fundamental prerequisite for the absence calendar are up to date information on the availability of existing resources especially in terms of attendance leaves and sickness This is why the following settings concerning employee work hours must be configured beforehand in the system For information on the availability of employees to be shown correctly the work hours of employees must be set correctly in the system This is a standard function of Microsoft Dynamics The settings must be configured in the calendar of individual users USER CRM PROJECT HR MANAGER 7 Paul Morrison Monthly View SetUp X More Actions I New Weekly Schedule B Work Schedule for One Day LE Time Off 2 Monday 3U A 3 00 PM 12 00
38. 8 Pagel y Vc prisci 3 oO Click on the chart to perform Drill Down Ideas Service Hailey Miller HR Managment Development Accountable 0 1 Settings General 1 Process HR Managment Development RACI Accountable Employee EB Hailey Miller Full Time Equivalent 0 100 d et Dynamics HR Substitute amp Hannelore Mader J Br Foie Status Reason Confirmed Contacts Notes Cay vr Tasks r A amp Ca 4 As default chart FTE by Employee and RACI which was described above is displayedin the Outlook start screen of this entity Hailey Miller Honag fi HUMAN RESOURCES v Process Resources v Hailey Miller HR M v C NEW S DEACTIVATE J DELETE SS ASSIGN JSHARE al PROCESS RESOURCE INFORMATION Hailey Miller HR Managment Development Accountable 0 1 General Process HR Managment Development RACI Accountable Employee Hailey Miller Full Time Equivalent 0 100 Substitute Hannelore Mader Status Reason Confirmed Notes Process The process which the resource is attached to can be selected here Employee Select the person which is the process resource in this field Substitute If the chosen employee is not available the here entered person is his her substitute RACI RACI defines the responsibility of a resource for certain process tasks Thus the user may select whether the process resource is Responsible Accountable Consulted or m Info
39. AM E 2j 3 00 PM 12 00 AM 13 2 3 00 PM 12 00 AM 20 gj 3 00 PM 12 00 AM 27 3 00 PM 12 00 AM 4 2 3 00 PM 12 00 AM GMT 01 00 Amsterdam Berlin Bem Rome Stockholm Vienna Status Enabled Tuesday 31 A 3 00 PM 12 00 AM 7 2 3 00 PM 12 00 AM 14 2 3 00 PM 12 00 AM 21 Aj 3 00 PM 12 00 AM 28 3 00 PM 12 00 AM 5 A 3 00 PM 12 00 AM xRM1 HR Management Rollup 15 and higher 4 June 2011 gt Wednesday 1 3 00 PM 12 00 AM 8 Aj 3 00 PM 12 00 AM 15 gj 3 00 PM 12 00 AM 22 gj 3 00 PM 12 00 AM 29 gj 3 00 PM 12 00 AM 6 3 00 PM 12 00 AM Thursday 2 9j 3 00 PM 12 00 AM 9 gj 3 00 PM 12 00 AM 16 3 00 PM 12 00 AM 23 gj 3 00 PM 12 00 AM 30 Bj 3 00 PM 12 00 AM 7 3 00 PM 12 00 AM Friday 3 2 3 00 PM 12 00 AM 10 Aj 3 00 PM 12 00 AM 17 2 3 00 PM 12 00 AM 24 9j 3 00 PM 12 00 AM 1 3 00 PM 12 00 AM 8 A 3 00 PM 12 00 AM Saturday gt qj 32 86 9 A xRM1 HR Management id Fa Save and Close i Help xl us Weekly Schedule Set the recurring weekly schedule Work Hours e Are the same each day Set Work Hours O Vary by day Q Mone Resource is nat working Wark Days W sun Ml won MI rue Vl wea M Thu MI ri MI sat i y Business Closures Observe e Do not observe Date Range Starting On 6 2 2011 IM No End Date Time Zone GM
40. AMA GEORGIA MistisSIPPI STU EIECTS l gt gt Status Active Job Profile The user can select the job profile which the open placement is based on here Quantity Enter how many identical vacancies are open at present HR Representative The HR manager who is in charge of the open placement is selected here Requested by The person who requested the vacancy Business Unit The respective business unit or department where the open placement is located in can be chosen here Requested on The date when the open placement was requested Status Reason The user can select a status reason for the open placement Here he she can choose between Waiting for authorization Waiting for applicants and Recruiting process Publishing Type Here youcan select how the open placement is published The user may choose between Internal m External or s Internal amp External Listed on The day on which the open placement was published Costs Here the user may enter the amount of costs corresponding to a specific open placement Currency The currency of the placement costs can be selected here Recruiting Channels In the following sub grid you can choose where open placements are published Active Applicants This sub grid shows active applicants for the specific open placement Inactive Applicants Here inactive applicants concerning an open placement are displayed In
41. Administration Billing Code 1 Disciplinary Measures i Parent Project Part gt Processes gt Process Resources Departments m AN m Facilities Equipment i Ld Development Real Start Pa Emnlavaa Canvirac E Start projected 6 5 2011 pA Mail Last Activity End projected 6 30 2011 e Fixed Date No xRM1 HR Management Rollup 15 and higher 21 86 3 48 xRM1 HR Management 4 2 1 1 Main form Hailey Miller 44 Microsoft Dynamics CRM v ft PROJECTS v Projects v Honag Onboarding v C Create Honag NEW S DEACTIVATE J DELETE SS ASSIGN SHARE al PROJECT PROJECT MANAGER O D d T T Customer Priority End projected onag wnboaraing rom rFaltor Honag Hawa 6 30 2011 General de External Information Internal Information Customer Honag Hawaii LLC Title Internal Honag Onboarding Tom Tailor ii Budget v Title Customer Honag Onboarding Tom Tailor Owner amp Hailey Miller Status Reason Planning Progress auto a Level Project Ident Number PR00093 Priority Division Risk Classification Billing Code Parent Project Part Duration Real Start a Last Activity a Fixed Date No Start projected 6 5 2011 End projected 6 30 2011 V Status Reason Planning Level Project You can find project templates for employee onboarding and offboarding on our website www xRM1 com For detailed information on how to create a project from a template please see chapter 4 2 1 2 For an introduction on how t
42. Event properties mask on the right To select the regarding item or for entering more details you can use the grid view or open the record in Microsoft Dynamics by double clicking on the item in the calendar To complete your time entry right click on the created item and choose the Mark as completed option The time is now recorded and the item color will change from blue to green Choose the Delete option to delete the entry xRM1 HR Management Rollup 15 and higher 62 86 es 48 xRM1 HR Management dc T z a ll Open o L lt 3 gt 000000 gm Mew Back Today Day Week Month Forward Record vi ee New View Timer Filter Start Datew Actual Duration Regarding Subject el d X June3 2011 9 00AM 05 00 iOne CRM Phase Concept A iOne CRM Concept Project Gh eg m A June 2 2011 9 00 AM 03 00 iOne CRM Phase Concept Lal iOne Concept preperation E Ed X june 2011 12 30 05 00 E Honag Inc FO Billing and invoicing T cel E X unei 2011 9 00AM 03 00 iOne CRM Implementati Gl Organize my project l fea a May 31 20 2 00 PM 04 00 One CRM Phase Concept tal iOne CRM preparation canc E E 3 F s F 3 2011 May 29 2011 May30 2011 May31 2011 Juni 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 4 june b 5 M T W T F 5 9 00 AM 29 30 31 1 fay 3 4 5 amp T 8 8 10 11 P 12 313 44 15 416 1 18 Hilden 19 20 231 22 23 24 25 26 27 28 25 30 1 2 11 00 AM 3 4 5 6 Li g a 2010 2011 2012
43. Job History i ud Workplace an Sales Search Active Job History P Filter v Top 10 Job History Accounts v gt ri Ly Marketing D Employee Job Profile Account Projects Paul Morrison Project Manager Contaso 4 een ioc Paul Morrison Senior Consultant Baker Limited lg or ss iti Paul Morrison Senior Consultant Metro gt ecruiting I Organization Grace Harris Senior Consultant Contaso Metro Ed 1 4 Development Bill Scott Junior Consultant Supplier Group Job Histo E ucation t Certificates e Ww B Skill lt EA per cn 7 CJ Performance Reviews EJ Review Details Contaso 2 Medical Records gt Employee Services 9 Ideas B Service 0 1 2 amp settings Count All Account 4 il gt m 1 5of5 Pagel 2 Click on the chart to perform Drill Down Mail Paul Morrison Metro Senior Consultant 02 01 2006 03 31 2010 et Dynamics HR E General FS Contacts Employee EB Paul Morrison Account im Metro J x Job Profile Senior Consultant Business Unit Start Date 2 1 2006 HR Representative amp Hailey Miller Notes Employment Duration Status Reason Historic job C3 Folder List End Date 3 31 2010 Status Reason Historic job Remarks A shortcuts As default chart Top 10 Job History Accounts is displayed in the Outlook start screen of this entity A bar chart shows the accounts where most of the current employees worked before Hailey Miller Aa Microsoft Dynamics CRM v fi HUMAN RESOURCES v Job H
44. Now you can add remove or rearrange the columns through standard Microsoft customizing functions xRM1 HR Management Rollup 15 and higher 67 86 p 9 a xRM1 HR Management 6 My Work HR Management Controlling 6 1 Dashboards XRM1 HR Management offers dashboards for HR managers and employees 6 1 1 HR Management Executive Dashboard PA Q9 fs amp New New Import Advanced Help Employee Fast Time Activity Record Data Find Cockpit Entry New E Tools Help Projects 4 Favorites lt 3 Inbox a n HR Management Executive Das J Sent Items Ca Deleted Items 4 Hailey Millere honag com GA Inbox Sick leave last 10 years Leave and remaining Leave all Employees CA Drafts All Absences Enabled Users J Sent Items fa Deleted Items 2 000 00 gj Junk E Mail g2 158000 Outbox 1 500 00 LE RSS Feeds a La Search Folders 1 1 000 00 4 Dynamics HR S m CY Workplace 500 00 EE Sales 0 gt Marketing 2010 2011 B Service Year From 0 00 Projects blank Q Ideas E Sick leave days Employee 4 amp Human Resources LI Recruiting Lg Organization Lj Development gt _ Employee Services Settings Applications by Status Target Achievement all employees All Applications Active Performance Reviews 100 3 L Mail 80 e Dynamics HR 60 oa o 3 Calendar 1 40 20 Contacts 0 0 v Tasks 2011 2010 Year Date law Notes Bl Active MMM Rejected by Applicant Nl Hir
45. Progress Billing x ted 2 End projected Y 2 lt tp Import Project gt BAG Projektmanagement Einf hrung Processing Time amp Mz 23 00000 6 30 2011 E Employee Cockpit BLI Project Management Implementation Processing Time amp Mz Z 23 00000 6 30 2011 T Fast Time Entry BAG PS CRM Einf hrung Planning 8 59 Time amp Me 32 00000 6 30 2011 alll Chart Pane gt BLI DB CRM Impementation Planning 8 59 Time amp Mc is Vi 32 00000 6 30 2011 iew Kommunikation der Unternehmensstrategie Processing ir New Svstem Vi 6 30 2011 ew System View Customer Trainings Processing amp Customize Entity 6 30 2011 Honag intern Server Update USA Processing 0 00 No 10 00000 7 1 2011 System Views 4 2 1 3 1 Prepare Import To import a Microsoft Project project plan in CRM Project the plan has to first be based on CRM Project s Microsoft Project import template Therefore you must first download the Microsoft Project import template from Microsoft Dynamics xRM1 HR Management Rollup 15 and higher 23 86 am 3 48 xRM1 HR Management Hailey Miller A4 Microsoft Dynamics CRM v ft PROJECTS v Projects v Create i NEW J DELETE Dj COPY A LINK EMAIL A LINK F RUN REPORT sss KE Export to Excel All Active Projects v I impor Dats R Search for records p ih Advanced Find v Title Internal Status Reason Progress Billing A Y c pE Import Project gt mE Import Project BAG Projektmanagement Einf hrung Pr
46. R New York LO Search Folders Dynamics HR General Tomorow C Workplace Applicant EB Catherine McGrath Open Placement Account Manager Honag US Consulting 05 05 sappa remens ES Sales Desired Wage 42 000 00 Currency US Dollar 5 Marketing Received On 5 10 2011 Status Reason Contract Negotiation i T dis Aj By Flag Due Dat amp Service Received Via B9 External HR Recruiting Agency Account Manage Aptitude ood match dioi Li us ictal m external MR Recruiting Agency Account Manage p g Projects ariasi f A Type a new task 9 THERE Earliest Start Date 6 1 2011 4 2 Human Resources Remarks HR E amp Today ERU 4 dj Recruiting Postponement of tel v Job Profiles bp Du RMTSGEDE Oper Piscements Related Activities is eee v Oo Ay mg Recruiting Channels Subject Regarding Activity Activity Owner Priority Start Date Due Date Primar Recurrin Applications T t EA Employment Contra Catherine Email Completed Hailey Miller Normal Hailey Mil Not Recurr pplicants Cj Organization MZ RE Employment Co Catherine Email Completed Hailey Miller Normal Hailey Mil Not Recurr Development E Application for Acco Catherine Email Completed Hailey Miller Normal Hailey Mil Not Recurr Lj Employee Services Check application Catherine Task Completed Ethan Carter Normal 5 12 2011 8 00 5 12 2011 8 00 Ethan Car Not Recurr amp settings 1 4of10 More Notes lj File Attachment Ma
47. RM 7 Business Solutions User Manual XxXRM1 HR Management English Table of Contents O Before you start 0 1 Foreword 0 2 System requirements 1 Terminology New Annual Leave Remaining days of leave expired System administration settings 2 1 Absence Administration 1 1 Business Closure Absence 3 Sick leave 4 Public holidays 5 6 1 1 Costs 1 2 Full Time Equivalent 1 3 Business Closure 1 4 Absence 1 5 Public Holiday 1 6 1 7 2 New annual holiday Remaining days of vacation expired 2 2 Bing Maps Integration 3 Using xRM1 HR Management via Microsoft Outlook 4 xRM1 HR Management Functions 4 1 Employee Recruiting 1 1 Job Profiles O pen Placements Recruiting Channels A pplications A pplicants ployee Organization O nboarding O ffboarding Employees Employment Contracts Wages Absence Administration Absence Calendar Disciplinary Measures Processes Process Resources Departments 11 Facilities Equipment mployee Development Job History Education Certificates Skills Skill Levels Performance Reviews Review Details Medical Records ployee Services Absences Travels Receipts Employee Cockpit Fast Time Entry Time entry functionalities 1 Fast Time Entry 2 Entering Time with the Employee Cockpit mask 1 Time Entry with the New button 2 Time Entry with the stopwatch 3 Time Entry with the calendar view 4 Graphical hours overview 5 Navigation views and filters 6 Employee Cockpit
48. Reason Here the user can select what the reason for the absence is Business Closure Absence Sick leave Public Holiday or New Annual Leave You can also administer expired Remaining days of leave Employee Choose which employee is absent Times Start The day and time the absence starts Times End The day and time the absence ends Whole Day Event If the absence is compiled of full work days the user has to select this box Days Days of leave The user can enter the amount of absence days here For absence administration settings please see chapter 2 1 xRM1 HR Management Rollup 15 and higher 31 86 eli xRM1 HR Management Home Z New New Activity Record New 4 Dynamics HR gt C Workplace gt EB Sales gt fS Marketing gt ES Projects Import Advanced Data Find Tools 4 BA Human Resources gt OE My Work gt CE Recruiting 4 d Organization Onboarding Offboarding Employees Employment Contracts S Wages Absence Administration Sg Absence Calendar 1 Disciplinary Measures 1o Processes By Process Resources J Departments m Facilities Equipment b Development gt Employee Services gt Q Ideas gt GB Service gt E Settings 4 2 6 Absence Calendar a PA 99 fs Cockpit Entry Help Projects v Load cached user data June 2011 July 2011 2 3 4
49. S CRM Internationa cy Tasks Y xRM1 Time Tracking Employee Honag US CRM Internationa lau Notes xRM1 Time Tracking Professional Honag US CRM Internationa E Folder List 1 42 of 42 3 selected Page 1 7 7 xRM1 HR Management security roles The following roles are available in the delivered configuration 7 7 1 xRM1 HR Employee All users who wantto use employee services expensetracking and see their personal development need this security role It is included in all license types 7 7 2 xRM1 HR Supervisor To be able to authorize leave and performance reviews you need this security role It s included in the license types XRM1 HR Supervisor and xRM1 HR Manager 7 7 3 xRM1 HR Manager This role is necessary for full functionality It is only included in the license type xRM1 HR Manager T 8 License types and license assignment Under Settings gt xRMI1 License types you will find an overview of the existing license types as well as their corresponding validity dates xRM1 HR Management Rollup 15 and higher 84 86 xRM1 HR Management Charts Customize ee too eS File xRM1 License Types View Chart New Edit Save Pane Chart Chart As Layout Charts 4 Favorites lt 3 Inbox 3 Sent Items fa Deleted Items gt t Workplace gt EB Sales gt fy Marketing gt B Service gt Projects gt Ideas 4 A Human Resources gt Gy Recruiting gt QE Organization b Development b Employee Serv
50. SF Travels Receipts A Employee Cockpit R Fast Time Entry 9 Ideas B Service i Settings Mail H Calendar amp Contacts v Tasks is Ca a Chart New t Save Refresh Pane Chart t As Chart Layout Charts Collaborate 4 Favorites Active T i Active Travels E L3 Inbox Search Active Travels D Title E ABK CRM Einf hrung Frankfurt ABK Unternehmensber Sy ABK Reise EE DB Sub CRM Concept Baker Limited 08 06 2011 08 0 Sj iOne CRM Implementation New York iOne corporation Yy PS CRM TP Konzeption Beratungs AG Frankfurt 08 0 4 Ii 1 5of5 Owner Peter Maurer Peter Maurer Daniel Brown Paul Morrison Peter Schneider P Filter v Account ABK Unternehme ABK Lnternehme Baker Limited iOne Corporation Beratungs Infor 2 ap Click on the chart to perform Drill Down Page 1 Travels by Business Unit v gt Business Unit Owner Honag US Consulting Honag Schweiz Training AG EN Honag Hawaii Training Limited pr 1 Honag Deutschland Consulting e 1 2 Count All Travel iOne CRM Implementation New York iOne corporation Inc New York 05 02 2011 05 03 2011 General Title iOne CRM Implementation New York iOne corporation Inc Mew York 05 02 2011 05 03 2011 Account Is iOne Corporation Owner amp Paul Morrison Travel From 5 2 2011 6 00 PM Travel Until 5 3 2011 9 00 PM Project iOne CRM Implementation New York
51. SSIGN SHARE 4 l EMPLOYMENT CONTRACT INFORMATION Catherine McGrath Full time 07 01 2011 General A Employee Catherine McGrath Type Full time Start Date 7 1 2011 Classification Permanent End Date zs HR Representative amp Patrisha Anderson Status Reason In Progress Notes NOTES File Attachment v Employment Contract Catherine McGrath pdf Patrisha Anderson Status Active Employee Select which person the employee contract is for Start Date The day the employee contract starts End Date The day when the employee contract ends xRM1 HR Management Rollup 15 and higher 28 86 Ce xRM1 HR Management Type The user may choose from several contract types Full time Part time Temporary work a Trainee Student Internship or Contract worker Classification Here the user selects if the employee contract is s Permanent or a Fixed Term HR Representative HR Representative which is responsible for this employment Contract Status Reason The user canselecta status reason foreach employee contract Here he she canchoose between Draft In progress and Valid SJ Departments 4 2 4 Wages Wages View Charts Add Customize ES b V Activate lt b Share LA Follov Deactivate Di Copy a Link Unfollow New El Assign Connect Run Start w Delete e Em
52. T 01 00 Amsterdam Berlin Bern Rome Stockholm iv Note Always setthe selection to Observe in the Business closures area to ensure that public holidays and vacation are shown correctly in resource planning 4 2 6 2 Form This view displays the availability of all employees Work hours per day attendances absences leaves business closure and unavailability are shown in different colors white Available grey Unavailable red Absence and purple Leave Business Closure Therefore employees can be scheduled faster and more easily All parts of a useful workforce management can be seen ata glance Note When you use CRM Project as well the Absence Calendar shows besides attendances and leaves also the resource usage 44 Microsoft Dynamics CRM v ft HUMAN RESOURCES v Absence Calendar C Create on NEW ACTIVITY NEW RECORD ls IMPORT DATA P ADVANCED FIND EMPLOYEE COCKPIT Start 6 2 2011 15 End 7 17 2011 ifs view 7 31 90 369 v Load cached user data c dns 2041 nsns EE O A ZRE EEMS July 2011 2 3 4 5 5s 7 s 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Users tl Honag Canada Central Corporati Honag Deutschland GmbH Honag Deutschland Consulting Honag Deutschland Sales a Honag Deutschland Technics Ho
53. Title The employee s job title Costs h The employee s hourly rate Telephone The employee s phone number E Mail The employee s e mail address HR Manager The HR representative responsible for the employee Manager The employee s direct supervisor Leave Manager The person who approves the employee s absences leave xRM1 HR Management Rollup 15 and higher 74 86 xnM1 HR Management Site The site of the employee s business unit Business Unit The employee s business unit In the Leave overview MD and Absence section the following fields are displayed Total The total amount of the employee s vacation days Leave requested Number of vacation days the employee has requested Taken since selected date Amount of vacation days the employee has taken since the selected day Remaining Leave Number of vacation days remaining Absence MD The employee s number of absence days Finally the internal and external Project time reported h will be displayed for the following activities Task Appointment E Mail Letter Fax Telephone Service and m Rendered Service xRM1 HR Management Rollup 15 and higher 75 86 ETE a xRM1 HR Management 7 Rights and roles concept 7 1 Default settings 7 1 1 Licensing You can enter and save your license in the license field This field can be found
54. Travel Number TRVO0004 Department Address Destination Customer Address Street Fifth Avenue and 57th Street ZIP Postal Code NY 10022 City New York Costs Travel Times MD 0 00000 Travel Costs 0 00 Receipt Costs 0 00 nm As default chart Travels by Business Unit is displayedin the Outlook start screen of this entity A bar chart shows the amount of travels sorted by business unit xRM1 HR Management Rollup 15 and higher 55 86 xRM1 HR Management Hailey Miller A Microsoft Dynamics CRM iOne CRM Impleme v i NEW S DEACTIVATE J DELETE SASSIGN SHARE TRAVEL INFORMATION iOne CRM Implementation New York iOne corporation Inc New York General General Title iOne CRM Implementation New York iOne corporation Inc New York 05 02 2011 05 03 2011 Project iOne CRM Implementation New York Account iOne Corporation Travel Fro 5 2 2011 6 00 PM Travel Num TRV0004 Owner amp Paul Morrison Travel Unit 5 3 2011 9 00 PM Department Address Destination Customer Address Costs Travel Times MC f 0 00000 Travel Costs 0 00 Receipt Costs 0 00 Billing Billable Currency US Dollar Timesheet a Cleared Amount a Description amp Notes NOTES Status Reason Processing Billed No New travel can be created within the Microsoft Dynamics menu or within a project node When creating a travel within a project node the Project field is automatically p
55. Up gt Next Stage From click to enter Days click to enter v Until 6 2 2011 11 59 PM click to enter stitute HET A default business process flow for absences was created It includes the following stages and fields Submitting of Absence From Until Substitute Days and Reason for Absence xRM1 HR Management Rollup 15 and higher 54 86 9 E xRM1 HR Management Substitute Confirmation m Substitution confirmed Superior Approval Request approved HR Departmental Approval Request approved Leave Preparation Preparation completed Return Follow up Follow up completed Note Fields can be added specifically just to the process flow In addition they can be on the form as well as on the process flow If this is the case entering or changing data in a field will apply for the form and the process flow 4 4 2 Travels Travels View Charts Add Customize a ald i a B Import Chart 2 cE OB Export Chart o J Sent Items fs Deleted Items 4 Hailey Millerr amp honag com L3 Inbox LA Drafts LJ Sent Items fa Deleted Items gi Junk E Mail 3 Outbox RSS Feeds Fo Search Folders 4 Dynamics HR 2 Workplace t5 Sales 5 Marketing Projects 4 2A Human Resources Lj My Work C Recruiting Lg Organization Lg Development 4 j Employee Services Absences
56. a Link 7 Unfollow yix New Edit _ Assign i j Connect Run Start Run Export Import Advanced Help 1 Delete x Email a Link M Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help lt S HR Active Process Resources LEXY a Workplace af Sales Search Active Process Resources J Flier v FTE by Employee and R v gt Marketi Ly O Employee Full Time Equivalent Process RACI Projects J Edgar Casini 0 1 HR Managment Development Responsible 4 h Human Resources Ethan Carter 0 1 HR Managment Development Responsible aj My Work or I ca E iti i Hailey Miller 0 5 HR Management Recruiting Responsible Hannelore Mader SS ecruiting CL Lecce oT EUR ntn l 4 Gm Organization i Hailey Miller 0 1 HR Managment Development Accountable I Hailey Mill bB El eee T E a udi tac eNO ea DD ON a OD E PD J ailev Miller E Onboarding Offboarding gt Hailey Miller 0 4 HR Management Organization Responsible gt y c a Employees i Hailey Miller 0 1 HR Management Accountable E Ethan Carter E Employment Contracts Hannelore Mader 0 2 HR Management Recruiting Responsible Wages Hannelore Mader 0 2 HR Management Organization Responsible Edgar Casini g Absence Administration 1 Disciplinary Measures TENE 0 000 0 500 1 000 Process Resources Sum Full Time Equivalent E Departments g Facilities Equipment BN Responsible B Accountable e 4 Ill gt C Development ii 3j Empl Servi 1 8of
57. ack Next Cancel The next few steps are identical with steps 3 to 5 with free test licenses Next select whether you would like to implement standard settings and or basic data demo data This will subsequently help to activate the license as well as complete the activation You can also request and upload your license through the xRM1 Configuration window For more information please see chapter 7 1 1 7 4 Solution configuration Configuration Wizard The Configuration Wizard is a part of the Activation Wizard but can be run separately This can be the case when basic data demo data or settings will be created at later point in time Note Using the Configuration Wizard will not override any already existing data xRM1 HR Management Rollup 15 and higher 81 86 xRM1 HR Management Configuration Wizard Windows Internet Explorer lox za Welcome to the Configuration Wizard for your xRM1 Business Solution This Wizard supports the configuration of your xRM1 Business Solution The wizard helps you preset the settings of your system with common values As an option this wizard additionally creates demo data in your system Please click next to proceed For any issues and questions please don t hesitate to contact our xRM1 Support Next Cancel Here you have the option to select whether you would like to activate a free test version a temporary or a permanent license Instead one
58. ail a Link Y Workflow Dialog Records Collaborate Process lt 4 Dynamics HR Sei A 4 Active Wages i gt t Workplace E di J Wage Types by Business Unit v EE Sales gt Marketing f Service E Projects i Q Ideas 9 Honag US Consulting 4 BA Human Resources gt jg Recruiting E Honag Hawaii Training Limited 4 j Organization o ps Employees E Honag Deutschland Consulting E o a Facilities Equipment 5 Wages w Processes EN Process Resources Onboarding Offboarding Absence Administration Employment Contracts 1 Disciplinary Measures d Development gt gj Employee Services 4 i Settings d Business Mail Contacts v Tasks i Notes Folder List A Shortcuts Honag Canada Central Corporation Run Report to Excel Data v Data 68 aarp a Export Import Advanced Help Find Help Nm Bl Salary Bl Commission Based Bl Bonus Bl Extra pay Bl Nonmonetary Click on the chart to perform Drill Down Search Active Wages P Riter v End Date Pay period Categori ewe 3 Mapy M49 U AGU Ue 1 Wey 0 0 0L Bill Scott Commission based 3 000 00 7 1 2011 None Monthly Paul Morrison Salary exempt 4 000 00 4 1 2010 None Monthly Paul Morrison Bonus 4 700 00 7 1 2011 None Monthly Peter Maurer Salary exempt 4 000 00 4 1 2010 None Monthly Peter Maurer Bonus 3 600 00 7 1 2011 None Monthly
59. amics screen The time entry mask can be madeavailable as a direct link for those users who don t have a Microsoft Dynamics license e g ESS CAL user Employee Services i h M v v rs v i v e Y X REVIEW DETAILS MEDICAL RECORDS ABSENCES TRAVELS RECEIPTS EMPLOYEE COCKPIT FAST TIME ENTRY The mask allows youto edit completed workin one screen youcan add start end times assign workto other entities projects cases leads orders etc or add activity descriptions Once you are finished you can then add he next activity Hailey Miller 44 Microsoft Dynamics CRM v ft HUMAN RESOURCES v Fast Time Entry Create Honag ri NEW ACTIVITY NEW RECORD E IMPORT DATA i ADVANCED FIND 5 EMPLOYEE COCKPIT Current time Now Filter recently used All View This Week v Name Hailey Miller lt X Date Start Time End Time Work h Subject 6 2 2011 Es 6 47 PM 6 47PM o Type Regarding Project M Zaj ETC a Project Case t Time End Time Work h Type Regarding Subject Lead AM 7 30 PM 8 5 Account Honag Inc Workshop about Labor Law Opportunity 8 5 Order D AM 6 00 PM 7 Account Honag Inc Workshop about Labor Law Invoice Account 7 Contact AM 2 00 PM 3 5 Account Honag Inc Prepare wages Campaign PM 6 00 PM 3 Account Honag Inc Check Time Tracking 6 5 The top menu of the Fast Time Entry is used for creating new entries Current time S
60. ance Internal Rate Taj Calendar Mileage at Departure Mileage atthe end of travel 8 Contacts Mileage Covered v Tasks E is Ca 4 As default chart Receipts by billability is displayed in the Outlook start screen of this entity A pie chart shows the total value of receipts sorted by billability In the standard receipts are always associated with travel However you can also create receipts without travel There are various receipt types within the Type of receipt document field to choose from Entertainment expenses Fuel Other car expenses Office supplies Rental car Expenses Bus train Parking fees Taxi Company car Private Telephone i Flight Other receipt Overnight stay Gifts document types Private vehicle Various fields for entering receipt information are displayed at different times depending on the receipt type Relevant net costs are used for travel project costs For the Company Car receipt type standard system costs are taken from the resource e g Car oncethe travel distance has been entered xRM1 HR Management Rollup 15 and higher 57 86 Hailey Miller A Microsoft Dynamics CRM v ft PROJECTS v Receipts v iOneCRMreviewO v e Create iiie NEW S DEACTIVATE J DELETE S amp AssIGN SHARE xl RECEIPT INFORMATION iOne CRM review Overnight Stay 03 05 2011 General General Title iOne CRM review Overnight Stay 03 05 2011 Travel iOne CRM
61. and the process flow xRM1 HR Management Rollup 15 and higher 14 86 J xRM1 HR Management 4 1 3 Recruiting Channels File Recruiting Channels View Charts Add Customize ng i i d 3 p p 4 5 7 V Activate Pil tJ Share Foll G 3 s TE rs o S Deactivate DI Copy a Link Unfollo Se vix News Filter Assign i Run Start Run Export Import Advanced Help m Delete x Email a Link Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help 4 Favorites lt a Active Recruiting Channels ihv 3 Inbox 23 Sent Items Search Active Recruiting Channels J Fiter v z ej Deleted Items D Company Name Open Placement Listed on Listed until Publishing Type lt E ad HR Recruiting amp gency Senior Consultant Honag US Consulting 05 04 2011 5 4 2011 7 31 2011 Internal A Inbox amp HR Recruiting Agency Account Manager Honag US Consulting 05 05 2011 5 5 2011 7 31 2011 External x Drafts E a HR Recruiting amp gency Junior Consultant Honag US Consulting 04 26 2011 5 26 2011 6 30 2011 External A Sent Items E Ill fa Deleted Items 1 6of6 Page 1 gj Junk E Mail E Outbox Ej RSS Feeds Internal HR Recruiting Agency Senior Consultant Honag US Consulting 05 04 2011 05 04 2011 La Search Folders 4 Dynamics HR General t Workplace ni T s Company Name y HR Recruiting Agency Publishing Type Internal ales Marketing Open Placement Senior Consultant Hona
62. ate Layout 4 Dynamics HR Active Processes i Workplace gt EB Sales Search Active Processes P Filter v Processes by Level v gt Marketi US D Name Full Time Equivalent Process Types EX Projects TR Ee rg S 492 Human Recoura O SANE Management ot Management Process i anan cea HR Management Organization 0 8 Core Process or ERR iti HR Management Recruiting 1 Core Process ecruiting 4 Ga Organization HR Managment Development 0 3 Core Process Management Process md 1 Onboarding Offboarding Employees 5 Wages Process Types Employment Contracts Absence Administration 1 Disciplinary Measures Processes 0 1 2 3 Process Resources b Count All Process Types SJ Departments 4 li gt Facilities Equipment 1 4of4 Pagel gt Ga Development Click on the chart to perform Drill Down gt CE Employee Services solitis HR Management D Q Ideas gt GB Service gt Settings General 7 Name HR Management Parent Process Part Full Time Equivalent 0 100 Process Types Management Process Status Reason Implemented a Mail Process Resources Employee A Full Time Equiv Process RACI Substitute Status Reas e Dynamics HR z Hailey Miller 0 100 HR Management Accountable Hannelore Mader Confirmed aj Calendar 1 10f1 Contacts a 4b Ca 4 ax As default chart Process by Level is displayed in the Outlook start screen of this ent
63. begins directly with selecting basic settings and or base data Configuration Wizard Windows Internet Explorer lolx z Default settings and demo data optional Page 1 of 3 The wizard can initialize default settings and create demo data We recommend this especially for trials Please take note that the default settings are required for the proper use of each xRM1 Business Solution The activation wizard completes this process for you lw Create default settings recommended for trial This will automatically initialize the configuration of your solutions like number ranges labeling etc Existing settings remain unchanged xRM1 Settings Fi Create demo data recommended for trial This will automatically create demo data like products price lists services etc xRM1 Demo Alternatively you can enter the settings manually You can find the settings under CRM gt Settings gt Customize gt Solutions gt The 4th Module xRM1 gt Configuration For any issues and questions please don t hesitate to contact our xE M1 Back Next Cancel support Then confirm the selected configuration Configuration Wizard Windows Internet Explorer lolx za Finish configuration Step 2 of 3 To finish the configuration of your selected options click on configure now Please note that this might take several minutes For any issues a
64. ctivation Wizard for your xRM1 Business Solution The activation wizard will quide you through the license activation process of your xRM1 Business Solutions You can use the activated license functionality directly after completion Optionally the wizard can create demo data or initialize standard default settings Click Next to continue For any issues and questions please don t hesitate to contact our xRM1 Support Next Cancel You will begin by being asked whether you would like to activate a test version temporary or purchased license xRM1 HR Management Rollup 15 and higher 77 86 xRM1 HR Management 5 Activation Wizard Microsoft Internet Explorer provided by itara GmbH f i ioj x ra License activation for xRM1 Business Solutions Page 1 of 5 Activation options i I would like to begin with a free trial without license valid 14 days beginning with import i I would like to to use a temporary License i I would like to upload a license For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel 7 3 1 Activating a free trial Here you choose the solution s which you would like to be activated by checking the applicable boxes Activation Wizard Windows Internet Explorer Selecting your xRM1 Business Solution s Page 2 of 5 Which solution s would
65. curity roles he she may use Microsoft Dynamics standard activities In case CRM Project is available the user may also use Material Use Rendered Service and Resource Usage xRM1 HR Management Rollup 15 and higher 73 86 EL 4 9 a xRM1 HR Management 6 3 Human Resource Report Edit Filter calculate since levy2011 FE View Report iq ah oti b bl io Vv Find Next b 4 d Human Resource Employee Tile Costs h Telephone E Mail Paul Morrison Project Manager 300 00 Paul Mornison honag com HR Manager Manager Leave ianager Site Business Lint Hailey Miller Ethan Carter Ethan Carter New York USA Honag US Consulting Leave Overview MD fatal 20 00 fe leave reguested taken since selected date approved remaining leave 7 00 Absence MDD ED Project time reported h internal external Task 7 00 3 00 Appointment T DD 5 50 E hiad B DD 6 00 Letter 0 00 0 00 Fax 0 00 0 00 Telephone 0 00 7 00 Service 0 00 3 00 Rendered Service 0 00 0 00 Total 23 00 27 50 Effective 6 3 2011 7 00 27 PM Prepared by Paul Morrison page 1 of 1 The Human Resource report offers an overview of an employees HR base data his her leave and absences as well as reported project time The date from which the report data should be displayed can be selected in the Calculate since field The HR base data consist of the following fields Employee The employee for whom the report was selected
66. d End Time only Appointment and Service Activity Due all other Activity Types Work MD projected 1 MD 8 hours Work Predecessor Predecessor Parent Task Parent Project Part Regarding CRM Project Defines the Microsoft Dynamics Activity Classification Type xRM1 HR Management Rollup 15 and higher 25 86 ry xRM1 HR Management 4 2 2 Employees Contacts View Charts Add Customize D D Follow LIH E wie HH 0 S Bee BS o B SE uw Deactivate Copy a Link Unfollow S D New New New Edt Merge Detect Send Direct Addto Assign Connect Run Start Run Export Import Applicant Employee m Delete Duplicates 7 Email Marketing List Emaila link Workflow Dialog Report to Excel Data Records Collaborate Process Data 4 Favorites lt X Active Employees Hv 3 Inbox A Sent Items Search Active Employees P Ater Y a Deleted Items D Full Name Current Job Profile Department Business Phone Email m NEM ME Ethan Carter Honag US CRM International 1 212 4337 101 Ethan Carter rF A EGPRS Im Grace Harris Honag Hawaii Training Limited 1 808 1734 106 Grace Harris h rar aca ES Hailey Miller Honag US CRM International 1 212 4337 102 Hailey Miller h y ig Junk E Mail 4 3 3 Outbox LES RSS Feeds 1 70 of 70 Page1 Lo Search Folders 4 Dynamics HR Hailey Miller gt Workplace Contract Type Full time gt EB Sales Private E mail gt Market
67. e and remaining leave My coming Absences The employee s upcoming absences My Substitutions List of dates when the employee is a substitute for a colleague Internal open Placements List of open placements which have been published internally My Target Achievements This chart shows how many percent of the employee s targets have been completed totally or partially or not 6 2 Activities O 3 a M e New Refresh Advanced Help mployee f Find Cockpit Entry HR Management Employee Servi My Activities v t 4 A Human Resources My Work 23 Dashboards 9 s i Service My comir wg Absences Y amp J Settir Mail s t t stus Rea SP Dynamics Hh O 6 12 201112 00AM 6 14 201111 59PM No Substitute found Lea 1 Calendar 8 Contacts o Tasks Notes Ca d Leave and remaining Leave My Substitutions Y As default chart Activities by month is displayed in the Outlook start screen of this entity A column chart shows the activities per month sorted by status reason Below you will see an overview of all available activities xRM1 HR Management Rollup 15 and higher 72 86 Ed 48 RM1 HR Management AN Lip e BD lt e wl el E amp Task Fax Phone Call Email Letter Appointment Service Activity Campaign Response Campaign Activity Recurring Appointment Material Usage Rendered Service Resource Usage Trigger Depending on the user s se
68. e project Conversely specific service appointments related to a project should not be associated with the trip but with the relevant project e g Appointment or Service Activity When creating these activities use the Assodated Travel field under the Travel Management tab to specify the travel associated with the appointment The Regarding Appointment and Regarding Service Activity menu options allow you to view travel appointments and service activities Solution settings can be used to plan travel activities arrival departure preparations and bookings etc as well as times and costs You can decide if travel times and expenses are tallied just for the trip or are passed on to the project Receipts are totaled in the trip in the Costs field as soon as the receipt is closed These costs are always passed on to the costs of the project Note Functionalities marked with an are only available in combination with CRM Project or an XRM1 HR Manager License xRM1 HR Management Rollup 15 and higher 56 86 pe a a xRM1 HR Management 4 4 3 Receipts Receipts View Charts Add Customize S ald i ae E Import Chart 2 B OB Export Chart vay 5 Chart New Save Refresh Pane Chart j As Chart Layout Charts Collaborate 4 Favorites lt l Active Receipts inv 7 Inbox mE 3 Sent Items Search Active Receipts P Fiter v Receipts by Billability v gt pm ej Deleted Items D Title Means of Payme
69. eb Professional Skill 3 English e 2 81 Skill Levels GJ Vertrieb Professional Skill 5 CJ Performance Reviews 0 1 2 3 4 5 EJ Review Details b Medical Records Ill Count All Required Ill Count Non empty Actual jj Employee Services 4 T gt E 9 Ideas 1 10 of 10 Pagel R Service i Click on the chart to perform Drill Down 4 li Settings English Catherine McGrath A Mail General es Skill English Employee EE Catherine McGrath Dynamics HR HR Representative amp Hailey Miller Job Profile i Calendar Status Reason Current Level amp Contacts 4 d Experience Rating Required 4 Actual 4 Notes Folder List Notes E A Shortcuts As default chart Skill Gap is displayed in the Outlook start screen of this entity A bar chart shows if values were set for Required and Actual levels of a skill Honag PE Hailey Miller dii Microsoft Dynamics CRM English David Day v i NEW 8S DEACTIVATE J DELETE ASSIGN CQ SHARE SKILL LEVEL INFORMATION English David Day General Skill English Employee David Day HR Representative amp Hailey Miller Status Reason Current Level Experience Rating Required 4 Actual 4 Skill Select the skill corresponding to this record here Employee If the skill level is set for an employee it can be selected here Job Profile If the skill level is set for a job profile it can be selected here HR Representative The HR representative is the owner
70. ed Bl o I PARTIALLY MM YES Folder List ej The most important parameters for HR Executives can be seen at a glance This dashboard includes the following charts Sick leave last 10 years This chart adds up the total amount of days considered as sick leave over the last ten years Leave and remaining Leave all employees Comparison of leave and remaining leave for all employees Applications by Status Overview of the applications sorted by status Target Achievements all employees This chart shows how many percent of all employees targets have been completed totally or partially or not xRM1 HR Management Rollup 15 and higher 68 86 9 E xRM1 HR Management 6 1 2 HR Management Recruiting Dashboard File Dashboards Tawa Baa 4 Q Es s Save New Edit Delete Share Assign Refresh Advanced Help Employee Fast Time As Dashboard All Find Cockpit Entry Dashboard Management Action Query Help Projects 4 Favorites t 3 Inbox T Sent Items aj Deleted Items HR Management Recruiting Dash 4 Hailey Millerrehonag com A Inbox Status Application Lifecycle Applications by Channel LA Drafts J Sent Items fs Deleted Items Active Applications Active Applications gj Junk E Mail lj Outbox RSS Feeds LO Search Folders Internal HR Recruiting Ag External HR Recruiting Ag Received Via i 4 Dynamics HR C Workplace At Sales 5 Marketing Projects
71. ed to a contact and its required experience value is empty or lower than the value for the job profile gt If this is the case the value for the required value will be changed to the value of the job profile A skill is assigned to a contact and its required experience value is higher than the value for the job profile gt Then the value for the required value will not be changed 4 1 4 2 Form Activity As Activities are separate entities please see chapter 6 2 for details 4 1 4 3 Form Skill Level As Skill Level is a separate entity please see chapter 4 3 5 for details 4 1 4 4 Business Process Flow APPLICATION INFORMATION Catherine McGrath Account Manager Honag Open Placement Aptitude Desired Wage Account Mar good match 42 000 00 wv Applicant Catherine McGrath i v Earliest Start Date 6 1 2011 v Open Placement Account Manager Ho v Status Reason Received j v Received On 5 10 2011 j Ies A default business process flow for applications was created It includes the following stages and fields Application Received Applicant Open Placement Received On Earliest Start Date and Status Reason First Validation Aptitude Cover letter available CV available Referral available and r Status Reason Interview Phase a Status Reason Contract Negotiation Related ta
72. elected here Costs Here the user may enter the amount of costs corresponding to a specific open placement of this recruiting channel Currency The currency of the placement costs for this recruiting channel can be chosen here Publication Site Enter the link of the page where the recruiting channel has posted the open placement Listed on The day on which the open placement was published by this recruiting channel Listed until The day until which the open placement is published by this recruiting channel Owner Owner of the record Status Reason The user can decide if the job profile is a In use or in the xRM1 HR Management Rollup 15 and higher 15 86 xRM1 HR Management Recruiting Channel Pool 4 1 4 Applications Applications View Charts Add Customize gt Activate vi C Share os SY Follow mi a E _ E m Deactivate 38 Dj Copy a Link Unfollow G 53 Six Ta F New Assign 1 Connect Run Start Run Export Import Advanced Help MD Delete c Emaila Link Workflow Dialog Report to Excel Datay Find Records Collaborate Process Data Help lt ee mE a HR P o Active Applications D S d gt tZ Workplace b gt ES Sales Search Active Applications Pi Aite wv y Applications and Open PI v gt Lig Marketing 3 Applicant Open Placement Received i Projects Catherine McGrath Account Manager Honag US Consulting 05 05 2011
73. em also appears in the calendar view 3 Now you are able to edit the start end time and or duration create a new title and if necessary add a short description You can use the look up button to select the Regarding item After selecting the button you can search for the appropriate regarding record via the Microsoft Dynamics look up mask To complete your time entry click on the diskette icon in the second column of the grid The time is now recorded and the line will be greyed out To view an item in Microsoft Dynamics use the calendar icon in the first column To delete a record click on the Delete icon in the third column 5 2 2 Time Entry with the stopwatch To track your current tasks use the stopwatch or Timer in the upper menu 2 To create a new entry click on Record the new item and appropriate blue colored item will be created in the grid As with other time entries you need to fill out the information related to the record You can enter the information now or after you ve stopped the timer For recording editing or deleting the entry use the options previously described 5 2 3 Time Entry with the calendar view To create a new entry in the calendar view 3 click once directly in the calendar the new blue colored item will be created Now you can edit the start end time and or duration by dragging and dropping the upper and lower boundaries of the item or moving them Create a new title using the
74. er month is displayedin the Outlook start screen of this entity A column chart shows how many employees in terms of days are were absent in which month 4 4 1 1 General description This menu option provides you direct access to the absence administration of each individual employee Here you can create requests for leave as well as compensatory time off xRM1 HR Management Rollup 15 and higher 53 86 o 9 48 xRM1 HR Management Hailey Mill A Microsoft Dynamics CRM New Absence ailey Miller Honag H SAvE d SAVE amp CLOSE NEW f EDIT PROCESS FORM EDITOR ABSENCE INFORMATION New Absence Submitting Of Abser Substitute Confirmatio Supervisor Approval HR Departmental App Return Follow Up gt Next Stage General Applicant amp Delegate Activities for Leave Status of Processing amp amp Hailey Miller NOTES Name Substitute Created On S P Status Reason Created Empl General noe m Employee From lt Description Until 6 2 2011 11 59 PM Days Reason for Absence Leave Remaining days of leave 9 00 Status Reason Created Requests for leave are used to schedule employee absences Compensational time off is credited as compensation days to an employee s holiday entitlement Compensational leave can occur forthe following reasons for example When an employee has cut a vacation short for work reasons A vacation that has been approved cannot be taken for operational reasons or The employee
75. er sequence for automatic travel numbering Travel number prefix Prefix for automatic travel numbering Current receipt number 0000001 Number sequence for automatic receipt numbering Receipt number prefix Prefix for automatic receipt numbering Length of time in which cached user specific Cache calendar availability should be valid for Log level Here the log level is set xRM1 HR Management Rollup 15 and higher 79 86 xRM1 HR Management The activation can subsequently start Activation Wizard Microsoft Internet Explorer provided by itara GmbH uz Finish activation Page 4 of 5 The wizard now has all the necessary information To process the selected options please click Finish Please note that this may take several minutes For any issues and questions please don t hesitate to contact our xRM1 Support Back Finish Cancel After the activation has finished the following message will appear F Activation Wizard Microsoft Internet Explorer provided by itara GmbH ta Finish activation Page 5 of 5 For any issues and questions please don t hesitate to contact our xRM1 Support Close 7 3 2 Activating temporary or purchased license s When you select the option to activate a temporary or permanent license a window will appear where you will be able to upload the license 5 Activation Wizard Windows Internet Expl
76. erlight window as shown below Microsoft Silverlight i X Do you want to alow this Web application to access your clipboard i N If you allow this the Web application can copy data to and from the Clipboard as long as the application is running Silverlight Website http crmz5555 Remember my answer More information Yes Now we ask that you paste your data Strg V into an editor or directly into an e mail The data is saved as an XML string and appears as follows LicenseInformation CompanyName Firma XY CompanyName lt EMail gt firmaxy email com EMail OrgUniqueName CRM OrgUniqueName LicenseI nformation gt Please do not modify the record but rather send it directly to xRM1 along with information about the desired license types and their amounts by using the license request form in the portal Please refer to the website www xRM1 com for license requests The license file will then be created and sent to you via e mail The license can be used right away after you ve uploaded it into the solution xRM1 HR Management Rollup 15 and higher 76 86 I RM1 HR Management 7 1 2 Global Solution xRM1 Rollup 10 Microsoft Dynamics CRM Windows Internet Explorer i ioj x EJ close J Actions Help Solution xRM1 Rollup 10 Fa 8 Information Solution xRM1 Rollup 10 Configuration 7 Information Configuration of
77. es New Annual Leave Remaining days of leave expired In the main Settings menu the Extensions section displays a function Absence Administration which is specific to xRM1 HR Management Absence Administration is an extension of Requests for Leave and completes the employee absence administration process Illness public holidays and business closures can all be managed centrally here by the HR department The role XRM1 HR Manager is required for access to this area 2 1 14 Business Closure The Business Closure status allows business closures to be created For all users the relevant number of vacation days is subtracted from the remaining holiday and a business closure is generated in the work time calendar of Microsoft Dynamics 2 1 2 Absence Absence is used to flag anemployeeas notavailable for a certain period of time due to illness or other reasons The number of remaining vacation days for this employee is not changed 2 1 3 Sick leave Sick leave is a special characteristic of an absence An employee s absence caused by sickness or illnessis entered here The functionality of a Sick leave is equal to an Absence 2 1 4 Public holidays Selecting Public holiday adds an absence for all relevant employees for the date selected Unlike selecting business closure there is no change to the number of remaining vacation days 2 1 5 New annual holiday New annual holiday is available to enter ne
78. es v Search for records p LA Sent Items Sp new 3 w X More Actions a Deleted Items ee ea ere aa EE Name business Unit a 4 Dynamics HR E v lame Business Un o A Workplace Scheduler Honag US CRM Internationa ES Sales Am S System Administrator Honag US CRM Intemationa sy Marketing d Service System Customizer Honag US CRM Internationa p _ Projects 9 es Vice President of Marketing Honag US CRM Internationa 4 h Human Resources Vice President of Sales Honag US CRM Internationa d Recruiting L3 Organization v xRM1HR Employee Honag US CRM Intemational d Development 2 xRM1 HR Manager Honag US CRM International LCI Employee Services 4 settings v xRM1HR Supervisor Honag US CRM International Q Business 4 System xRM1 Idea Concept Developer Honag US CRM Internationa ac zx BR xRM1 Idea Decision Maker Honag US CRM Internationa d Data Management E System Jobs xRM1 Idea Discusser Honag US CRM Internationa LAS 43d Document Management on XRM1 Idea Evaluator Honag US CRM Internationa jy Auditing Lj Customization xRM1 Idea Evaluator Restricted Honag US CRM Internationa C Process Center J d Extensions E xRM1 Idea Implementer Honag US CRM Internationa xRM1 Idea Manager Honag US CRM Internationa Mail xRM1 Idea Reviewer Honag US CRM Internationa Dynamics HR A xRM1 Idea Rewarder Honag US CRM Internationa 3 Calendar xRM1 Idea Submitter Honag US CRM Internationa Contacts xRM1 Idea Validator Honag U
79. essary and click Start This might take some minutes depending on the choosen options parameters or the size of your project Template in status Approved inactive Available functions i Edit template i Generate Project from Template Select the date which is used for generating the new project i Use date as start projected 6 2 2011 i Use date as end projected Find and replace text in Title Customer and Title Internal Find zTemplate Replace Account Template Company Fal Currency US Dollar Assignments of tasks and project nodes in the generated project i Assign everything to the users defined in the template Assign everything to myself Allocate resources as defined in the template ka Yes t No Copy Notes from template i Yes Copy all Notes from template i No ignore all Notes Start Selecting Start begins the project from a template process Your predefined project will be generated from the template 4 2 1 3 Microsoft Project Import The Microsoft Project interface provides functionality for creating new projects based on Microsoft Project project plans Hailey Miller Honag A Microsoft Dynamics CRM v ft PROJECTS v Projects v e Create New DELETE Dj COPYALINK amp EMAILALINK P RUN REPORT KE Export to Excel All Active Projects Bb import Data Te D Fi Advanced Find v Title Internal Status Reason
80. ets all dates and time values to the current time Filter Select whether or not recently used entities or all entities are listed in the project list View Filter which displays entries for the selected time period Yesterday today this week or last week Name Displays the user currently logged on This user will also be designated for creating any appointments Date Date entered Start time Start of the entry End time End of the entry changes automatically if the work duration changes Work h The work time of the entry is automatically filled with start and end time Subject The description of the time entry Type List of entities available for time entries Regarding List of the records available for employee entries for selected entity types ETC Estimated Time of Completion Here you can register any work that still needs to be completed Save Saves the activity as complete All time entry mask entries are as a default stored as appointments in Microsoft Dynamics and therefore are also available in the Outlook calendar However the Fast Time Entry records are synchronized systematically This allows you to configure Outlook filters specific for Fast Time Entry records thus preventing the time recording entries appearing in Outlook Entries are grouped per day The work volume total is displayed every day to help you
81. f the entity Contact the user might have to select and pin a respective view concerning applicants as described in chapter 3 The Chart section shows e g in a Bing map where all the applicants are located Here Persons shown ona map has to be selected Hailey Miller fi HUMAN RESOURCES v Applicants v Catherine McGrath v D Panis New S DEACTIVATE S amp CONNECT fa ADD TO MARKETING LIST SS ASSIGN CONTACT APPLICANT Y Catherine McGrath d This is a special form for Human Resource Management To go back to the regular Contact Form select Contact in the field Contact Type Preferred Method c Email Home Phone Any Catherine 1 503 374 Business Data A Contact Type Applicant Notes amp Activities Classification m NOTES Salutation Mrs First Name Catherine Middle Name Last Name McGrath wv Status Active xRM1 HR Management Rollup 15 and higher 19 86 xnM1 HR Management To enter and maintain applicant data we use the Microsoft Dynamics standard Contact entity Here business and private data personal reasons activities and project management data are included for e g For clarity we ve hidden several fields which don t generally correspond to HR management or to applicants in detail Instead we ve added the field Contact type The user can select from the following types Contact Applicant and Employee This way you ca
82. flow Dialog Report to Excel Data Find Records Collaborate Process Data Help lt HR A Active Review Details in i Workplace E EB Sales Search Active Review Details P Filter v Target Achievement by Busin v sy Marketing NS Type A Projects a e 7 VERE 4 Manage projects successfully m Evaluation eee NI EJ Reorganize personell files Target or ME EJ Improve System Integration Competences Target 50 B o l Organization EJ Achieve Project Management Competences X Target pu PAR 4 Development 0 EH YES Job History Honag Honag Education 4 Ill gt E Department Employee Certificates 1 4of4 Pagel Skills 3 cick on the chart to perform Drill Down Skill Levels EJ Performance Reviews L Manage projects successfully Review Details a Medical Records A gt Employee Services Y Details Name Manage projects successfully Type Evaluation Required Completio 3 31 2011 d Dynamics HR Certificate Performance Review J Paul Morrison 04 01 2011 E e Employee EB Paul Morrison Corresponding Wage o Calendar Status Reason Valid P Contacts m t v E Completion Completed Yes Notes Completed On 3 31 2011 Manager amp Ethan Carter As default chart Target Achievement by Business Unit is displayed in the Outlook start screen of this entity A column chart shows how many percent of the targets of a business unit have been completed totally or par
83. g US Consulting 05 Costs 3250 00 ron Service Publication Site http wwww hrrecruitingagency com honag seni Currency E US Dollar Projects F Listed on 5 4 2011 Owner amp Hailey Miller 9 Ideas Listed until 7 31 2011 Status Reason In use 4 A Human Resources 4 j Recruiting Job Profiles Noi Open Placements ad Recruiting Channels Applications Applicants d Organization d Development jj Employee Services i Settings v Mail et Dynamics HR 44 Microsoft Dynamics CRM v ft HUMAN RESOURCES v Recruiting Channels v Internal HR Recrui v NEW S DEACTIVATE J DELETE amp ASSIGN SHARE V al RECRUITING CHANNEL INFORMATION Internal HR Recruiting Agency Senior Consultant Honag US Consulting General Company Name HR Recruiting Agency Publishing Type Internal Open Placement Senior Consultant Honag US Consulting 05 04 2011 Costs 350 00 Publication Site http www hrrecruitingagency com honag seniorconsultant Currency US Dollar Listed on 5 4 2011 Owner Hailey Miller Listed until 7 31 2011 Status Reason In use Company Name With this look up field the user may select an Account which is the recruiting channel for the respective open placement Publishing Type Here you can select how the open placement is published The user may choose between m Internal or a External Open Placement The respective open placement for the recruiting channel can be s
84. ical record for office staff Daniel Brown 3 12 2011 3 12 2012 ecruiting Dueb a Medical record for office staff Ethan Carter 3 3 2011 3 3 2012 4 Development a Medical record for office staff Hailey Miller 3 15 2011 3 15 2012 Job History a Medical record for office staff Robert Bonderman 3 9 2011 3 9 2012 Education p Medical record for office staff Tom Seel 3 1 2011 3 11 2012 Certificates 8 Skills 81 skill Levels 0 LJ Performance Reviews Honag Haw EJ Review Details Department Employee a Medical Records E Overdue Health Checks by Employee Services Business Unit 9 Ideas 4 Ill gt W gt GB Service a 1 70f7 Pagel amp Settings 3 click on the chart to perform Drill Down 2 Medical record for office staff 4 Mail 27 Dynamics HR a General E Calendar Name Medical record for office staff HR Representative amp Hailey Miller aJ c Employee EB Paul Morrison ontacts ES Examination Notes Last Exam 4 1 2011 Next Exam 4 2 2012 Folder List As default chart Overdue Medical Records by Business Unit is displayed in the Outlook start screen of this entity A column chart shows how many medical records for employees are overdue sorted by business unit Hailey Miller Medical record for Upset Aii Microsoft Dynamics CRM F NEW DEACTIVATE J DELETE SS ASSIGN CJ SHARE MEDICAL RECORD INFORMATION Medical record for office staff General Name Medical record for office staff HR Representative amp
85. ices 4 iz Settings gt gl Business gt OE System gt OE Customization gt gl Process Center 4 53 Extensions g Competences fi Product Service Assignments amp Idea Types Absence Administration Refresh Assign Share TD Delete Chart Chart Collaborate Active xRMI License Types Search Active xRM1 License Types D Name a Time Tracking Professional HR Management Manager CRM Project Standard Resource Management Idea Management Employee CRM Project Standard Billing and Invoicing CRM Project Professional CRM Project Enterprise CRM Project Employee Idea Management Professional Time Tracking Employee HR Management Supervisor xRM1 HR Management Rollup 15 and higher Licensed Amount Expiration D 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 100 9 30 2011 Count 120 110 Active xRM1 License Types v 100 100 100 100 100 100 100 100 100 100 100 100 mx 3 zz 0 LE QEeEzreP as Sacscsn teas eepebssss Bee eitsEZzsSs u fz2ert o0 UC 5 9 59 t e 2 2uc 25go See 8 yo F GE fc eseeitsg aga se Ea S228 225558 amp og un2235 o D gut Ee e g I cD L zc 7 g W Expiration Date E Sep 2011 Idea Management Employee Idea Management Professional gt LI RE as as EE Sc m ox 5S E E E E 85 86 Under Set
86. icrosoft Project Choose Add new Column to display the column Outline 1 CRM Project Throughthis classification you can define whether each Microsoft Project task is a project node or a Microsoft Dynamics activity Furthermore you can selectthe project node level and activity type S LEVEL Project Level PROJECT Project PROGRAM Program SUBPROJECT Subproject ACTIVITYPACKAGE Activity Package i MILESTONE Milestone D ACTIVITIES Activities EMAIL E Mail TASK Task x REMDEREDSERVICE Rendered Service PHONECALL Phonecall APPOINTMENT Appointment t SERVICEACTIVITY Service Activity The following levels are available for classifying project nodes Program Project Phase Subproject Activity Package Milestone The following activity types are available for classifying activities E mail Task Rendered Service Letter E Fax Phone call Appointment Service activity xRM1 HR Management Rollup 15 and higher 24 86 e xRM1 HR Management Once you have finished structuring your project save the project plan in Microsoft Project XML format The project plan is now ready for CRM Project import Note CRM Project is able to import Microsoft Project project plans only if they are based on the import template and if they are saved as Microsoft Project XML format 4 2 1 3 2 Process import To import your prepared project plan select Import Project in the ribbon menu bar Cho
87. il Employment Contract Catherine McGrath pdf Telephone interview on May 17 2011 We suggest to invite the applicant to a job interview The necessary competences are available 3 Dynamics HR ina p y gg pp J ty p d Calendar 83 vj i Ca 7 M Done m ea 100 g The displayed sections of the record can be moved by drag and drop The layout can be changed by clicking on View and then on the respective buttonin the Layout section e g Navigation Pane As known from Microsoft Dynamics the user may create new records and edit activate deactivate delete assign or share it Other functionalities from Microsoft Dynamics such as running workflows or reports may be used as well in Outlook lt f Activate vi C3 Share LA Follow E EH L m 4 amp Deactivate y Copy a Link 7 Unfollow 53 vik Tu d Mew Edit Assign Connect Run Start Run Export Import Advanced Help E te I Delete 7 2 Email a Link 7 z Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help The preview of each function can be easily adapted by clicking on View and the Customize reading pane Here you can select the displayed sections xRM1 HR Management Rollup 15 and higher 8 86 4 9 E xRM1 HR Management Personalize Reading Pane Add or remove sections from the Heading Pane Select the sections to add or remove from the Heading Pane Available Sectians Di
88. ing Home Phone 1 718 453897 gt iB Service gt Projects E gt 9 Ideas Name J 4 amp Human Resources Contact Type Employee Employing Company in i Salutati Business Ph 1 212 4337 102 E 4B Organization alutation usiness Phone 1 212 Onboarding Offboardin First Name Hailey Mobile Phone Employees Middle Name Fax Employment Contracts Last Name Miller Email Hailey Miller honag com Wages Job Title HR Manager System User S Hailey Miller f Absence Administration 9 y 1 Disciplinary Measures w Processes Address gt Process Resources NES Street 1 8801 Queens Boulevard Facilities Equipment Street 2 gt Development City Elmhurst gt La Employee Services State Province New York am v t Settings ZIP Postal Code 11373 e Mail Country Region amp United States Home Phone 1 718 453897 e Dynamics HR f Private E mail E x See more about Hailey Miller aauaa 9 id As employees are part of the entity Contact the user might have to select and pin a respective view concerning employees as described in chapter 3 The Chart section shows e g in a Bing map where all the employees are located Here Persons shown on a map has to be selected xRM1 HR Management Rollup 15 and higher 26 86 9 a xRM1 HR Management Hailey Miller WORKPLACE v Contacts v Hailey Miller v C 2 Honag NEW 6 DEACTIVATE SS CONNECT fa ADD TO MARKETING LIST S amp ASSIGN zl
89. ing skill types Professional Skill Language Skill Soft Skill or Other Skill xRM1 HR Management Rollup 15 and higher Hailey Miller Honag amp Hailey Miller 47 86 3 2 48 xRM1 HR Management Description Enter detailed description of the skill here HR Representative The HR representative is the owner of the record 4 3 5 Skill Levels Skill Levels View Charts Add Customize E 2 Vo Activate lt b Share e Follo yj sj p 2 e nd Di Copy a Link oll y fx WO S Deactivate New Edit _ Assign os Connect Run Start Run Export Import Advanced Help I Delete Emaila link Workflow Dialog Report to Excel Data Find Records Collaborate Process Data Help lt 4D HR E E M Active Skill Levels ix j Workplace A EB Sales Search Active Skill Levels D Fiter v Skill Gap v gt e Lip Marketing D skill Type Skill Employee Required ee 87 English Language Skill Catherine McGrath 4 4 x tines Cali 8 English Language Skill David Day 4 miti 83 English Language Skill 4 Vertrieb 7 Recruiting z aod G English Language Skill 4 Organization 2 z 8 Project Management Professional Skill David Day 3 Sales 2 s Development Job History 81 Project Management Professional Skill 3 a n oc 8 Sales Professional Skill Catherine McGrath 5 Project Management m Cestificates G Sales Professional Skill David Day 3 l Skills 8 Vertri
90. ings remain unchanged xRM1 Settings x Create demo data recommended for trial This will automatically create demo data like products price lists services etc xRM1 Demo Alternatively you can enter the settings manually You can find the settings under CRM gt Settings gt Customize gt Solutions gt The 4th Module xRM1 gt Configuration For any issues and questions please don t hesitate to contact our AM1 Support Back Next Cancel We recommend applying the default settings in the instance you are running a test version or when you would like to quickly and productively start your xRM1 business solution For advanced use additional configurations are recommended The following data will be created setting Pera Select the number of work hours per work day of a full time employee Number of recently used regarding 5 Specify how many recetly used items to list in the entities Fast Time Entry How long Time Entry can be edited 24 The length of time in which corrections can be h made to Fast Time Entries Current project number 0000001 Number sequence for automatic project numbering Project number prefix PRO O Prefix for automatic project numbering This setting specifies whether associated trips Hours per Man Day h Travel time travel expenses added to the project Active travel times and related travel expenses should be added to a project or not Current travel number 0000001 Numb
91. ional Skill Account Manager 5 Status Active Name Here you give the job profile a name Business Unit The respective business unit or department can be chosen here Job Level The user can select a certain job level for this position Here he she can choose between Entry Level Team Lead Management and Upper Management Work Hours per Week The amount of hours per week for this position is entered here Status Reason The user can decide if the job profile is a s Draft or a In use Description The user can describe the job profile in more detail here Skill Levels In this sub grid you will find the skill levels corresponding to this job profile Open Placements In this sub grid corresponding open placements can be found 4 1 1 2 Form Skill Level As Skill Level is a separate entity please see chapter 4 3 5 for details 4 1 1 3 Form Open Placement As Open Placement is a separate entity please see chapter 4 1 2 for details xRM1 HR Management Rollup 15 and higher 11 86 xRM1 HR Management 4 1 2 Open Placements Open Placements View Charts Add Customize Activate Share Lf Follow yy EB ee 9 n E GH aera Q D Copy a Link Unfollow oF Ww amp Deactivate New Edit Assign Connect Run Start Run Export Import Advanced Help TD Delete x Email a Link x Workflow Dialog Report to E
92. istory v Paul Morrison Met v e Create ee NEW S DEACTIVATE J DELETE S amp ASSIGN SHARE V x JOB HISTORY INFORMATION Paul Morrison Metro Senior Consultant 02 01 2006 03 31 2010 General Employee Paul Morrison Account Metro Job Profile Senior Consultant Business Unit Start Date 2 1 2006 HR Representative amp Hailey Miller Employment Duratic f 4 Years 1 Months Status Reason Historic job End Date 3 31 2010 Status Reason Historic job Remarks Notes Employee Select which person the job history belongs to xRM1 HR Management Rollup 15 and higher 43 86 ml 9 E xRM1 HR Management Job Profile The user can choose the applicable job profile here Start Date The day the previous job began Employment Duration The value in this field is calculated automatically If the record shows an employee s current job the field shows the difference between the current date and the start date If the record shows an employee s previous job the field shows the difference between the end date and the start date End Date The day the job ended Account If the job was in another company select the respective account in this look up field Business Unit If the position was internal for a previous department select the respective business unit from this look up field HR Representative The HR representative who is also the owner of the record Status Reason The user can
93. ity A bar chart shows how many processes call a certain level xRM1 HR Management Rollup 15 and higher 35 86 48 RM1 HR Management 4 2 8 1 Main form Hailey Miller Honag A Microsoft Dynamics CRM v ft HUMAN RESOURCES v Processes v HR Management v C Create NEW S DEACTIVATE J DELETE SASSIGN C SHARE al PROCESS INFORMATION HR Management c is Process FTE by RACI FTE by Employee and RACI Active Process Resources Active Process Resources 0 120 0100 0 080 y Pr 0 040 5 0 020 0 000 HR Management 0 000 0 020 0 040 0 060 0 080 0 100 Process v Sum Full Time Equivalent n lt gt lt gt General Name HR Management Parent Process Part Full Time Equivalent 0 100 Process Types Management Process Status Reason Implemented Status Active On top of the main form two additional charts are shown The column chart Process FTE by RACI shows how many FTE are connected with which RACI level per process The bar chart FTE by Employee and RACI displays how many FTE are connected with which RACI level per employee Besides these charts the following fields are on the form Name Enter the name of the process Parent Process Part If the process is attached to a parent process part the user may select the parent here Full Time Equivalent Enter how many full time equivalents FTE the process consists of Process Types The user may select from the following proces
94. ments by Business Unit is displayed in the Outlook start screen of this entity A bar chart shows how many open placements exist in which business unit xRM1 HR Management Rollup 15 and higher 12 86 p a xRM1 HR Management 4 1 2 1 Main form 44 Microsoft Dynamics CRM v ft HUMAN RESOURCES v Open Placements v Senior Consultant v NEW S DEACTIVATE jf DELETE SASSIGN J SHARE OPEN PLACEMENT INFORMATION Senior Consultant Honag US Consulting 05 04 2011 Open Placement Received Active Waiting For Applications Recruting Process POST Processing gt Next Stage v Job Profile Senior Consultant i w Publishing Type External v Business Unit Honag US Consulting w Costs 350 00 v Quantity 1 v Status Reason Recruiting process General Details Job Profile Senior Consultant Quantity 1 HR Representative Hailey Miller Requested by Ethan Carter Business Unit Honag US Consulting Requested on 5 2 2011 Status Reason Recruiting process Applicants Automatic Birdseye N H WYOMING pon mig Pap d 5 i a rer sulf of E New Yor World United States SS ee A Ww OL A 7 1 1 r E qu E T i i k L TET d A PENN SYLVANIA j 1 4 xa b L ritu NJ NEVADA AH ST Missouri KENTUCKY VIRGINIA CALIFORNIA 10 te all IT M s KLAHOMA a j 5 gt s i i F TENNESSEE NORTH CAROLINA xA AmzoNA P NEW Mexico as ARKANSAS d f SOUTH CAROLINA ALAB
95. mics system and can be used for project reporting and controlling xRM1 HR Management Rollup 15 and higher 61 86 jed 9 48 xRM1 HR Management nn m I lll Open 0 H feel Emm nn nn nn 15 i Essas _ 00 00 00 mil Closed Toda D Week Month Fonward Record oday ay ee lei fal d 2 EZ B invoiced ew 1 View Filter i i Start Date Actual Duration Regarding Subject B deb X June 2 2011 1 30PM 01 00 Lis Ql New Appointment Bh sg ld X June 2 2011 9 00 AM 03 00 iOne CRM Phase Concept OG iOne Concept preperation x xb BE X June 1 2011 1230 05 00 B Honag Inc Ql Billing and invoicing x i7 MX une 1 2011 9 00 AM 03 00 iOne CRM Implementati tal Organize my praject es m A May 31 20 i 2 00 PM 04 00 iOne CRM Phase Concept Cal iOne CRM preparation concept A 3 E F i 2011 May 29 2011 May30 2011 May31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 4 gt 6 00 AM 5 M T W T F 5 20 30 31 31 Jm 3 4 P 12 313 14 15 146 47 18 19 20 231 232 23 24 235 10 00 AM 26 27 328 29 30 1 2 3 4 5 6 rj 8 g 11 00 AM 2010 2011 2012 Event properties 12 00 PM Title 1 00 PM Mew Appointment DEN Start 2 00 PM 6 2 2011 1 30 PM 3 00 PM End 6 2 2011 m 4 00 PM 2 30PM 5 00 PM 5 2 1 Time Entry with the New button To create a new entry click on the New button located on the left hand side of the menu 1 A new time entry line will be created in the grid the it
96. n easily transfer an applicant to an employee with one click When an applicant is created only the tab Business Data is shown Only if Interesting Candidate is selected from the picklist Classification the fields of the tabs Private Data Details and Notes amp Activities are displayed This also includes a Bing Maps integration which shows the location of the applicant xRM1 HR Management Rollup 15 and higher 20 86 p 9 E xRM1 HR Management 4 2 Employee Organization The Organization section of xRM1 HR Management provides all relevant employee data Applicants can easily be converted to employees Business units facilities and equipment can be organized with the corresponding person responsible Corresponding wages and salary models are available for every employee Available processes can be defined and equipped with the employees responsible Allocate resources and track your processes using the RACI model this makes resource planning easy Employee onboarding and offboarding is easily done with templates Simply connect to the project management section of CRM Project and use the available templates XRM1 HR Management enables you to submit absences from one central point in HR management Employee contracts and all corresponding information can be easily organized this can also include disciplinary measures Add documents or store them directly in your system 4 2 1 Onboarding Offb
97. n was received Received Via The recruiting channel from the application was received can be selected Status Reason The user canselect a status reason for each application Here he she can choose between Received First Validation Invited for 1 interview Invited for 2 interview and Contract Negotiation Aptitude The HR representative may give a first estimate of the applicant s aptitude He she may select between good match average match and poor match Earliest Start Date Enter the date from which the applicant can start working here Remarks HR Any comments or reasons e g for the chosen Status Reason can be entered here Related Activities All activities which are assigned to this application are shown in this sub grid Skill Level Quick View In this sub grid a matching between the skill levels necessary for the open placement and those of the applicant is shown In order to see the skill levels the user needs to press the Prepare Rating button on top and save the record The following use cases may appear xRM1 HR Management Rollup 15 and higher 17 86 a a xRM1 HR Management Askill is not assigned to a contact applicant or employee gt Then a skill level will be created The skill level value for the job profile is empty the required experience value will be taken from the job profile A skill is assign
98. nag Nederland BV Honag Schweiz Training AG E EH EH Er EH Honag Hawaii Training Limited Honag US CRM International Honag US Consulting p E E EH 8 James Collins h 0 Patrisha Anderson h ll 8 Paul Morrison h 0 8 Peter Moore h 0 8 Scott Campbell h 0 a Steven Clark h B 7 o Z ZW e Z YY L Zz 7 3 777 777 7 Tiffany Underwood i f Y Y 7 7 7 p 5 Z p 77 ZZ zz YZ 2 7 7 7 7 7 7 7 7 Z 7 7 7 7 7 7 7 7 7 Tori Smith MAL A A A A A ZA IJ p Project Bj Planning J Processing Appointments Service Activities Red border Availability is critical Capacity Available Unavailable Absence leave Business dosure xRM1 HR Management Rollup 15 and higher 33 86 E 9 48 xRM1 HR Management Tip For more details on the activities scheduled for an employee on a particular day simply move the mouse to that day displayed next to the mouse as a tool is the specific day schedule 4 2 Disciplinary Measures File Disciplinary Measures View Charts Add Customize ra E 2 i a y F FT p 13 DZ J Activate x5 Share S jllo amp ma T TE E o i amp Deactivate D Copy a Link Unfollow e yix New Edit _ Assign 3 i Connect Run Start Run Export Import Advanced Help I Delete c Emailalink Workflow Dialog Report
99. nd questions please don t hesitate to contact our xRM1 Support Back Finish Cancel xRM1 HR Management Rollup 15 and higher 82 86 ed 9 a xRM1 HR Management After the configuration is complete the following window will appear amp Configuration Wizard Windows Internet Explorer q B x p Finish configuration Step 3 of 3 For any issues and questions please don t hesitate to contact our xRM1 Support Close 7 5 License management For XRM1 HR Management every user needs to have a valid license this can be customized in each Microsoft Dynamics user Assigning a license the user gets the following security roles according to the following chart xRM1 HR Management License Type Security Role Staff Employee HR Manager 7 6 Roles concept XRM1 HR Management uses the standard rights and roles concept of Microsoft Dynamics The settings in the roles are used as basic settings and can be configured further to the specific requirements of your organization Please refer to the Microsoft Dynamics standard customization documentation for detailed information on configuring security roles xRM1 HR Management Rollup 15 and higher 83 86 p 9 a xRM1 HR Management P OES amp New New Import Advanced Help Employee Fast Time Activity Record Data Find Cockpit Entry New Tools Help Projects 4 Favorites lt Search fo ecoras A inbox A All Rol
100. nior Consultant Honag US Consulting Entry Level Ideas 9 Project Manager Honag US Consulting Team Lead 4 BA Human Resources S Senior Consultant Honag US Consulting Team Lead 4 j Recruiting Applications Job Profiles Open Placements aS Recruiting Channels ss Applicants d Organization Ld Development gj Employee Services iz Settings EB Entry Level EB Team Lead 4 Il b E by Mail 1 4of4 Pagel I Click on the chart to perform Drill Down e Dynamics HR Account Manager 3 Calendar Contacts General E F E vl Tasks Name Account Manager Business Unit amp J Honag US Consulting Job Level Team Lead Work Hours per Week 45 00 w Notes Status Reason In use Folder List Description Manager for all accounts in his area A Shortcuts As default chart Job Profiles by level is displayed in the Outlook start screen of this entity A pie chart shows how many job profiles call a certain level xRM1 HR Management Rollup 15 and higher 10 86 3 48 RM1 HR Management 4 1 1 1 Main form Hailey Miller HUMAN RESOURCES Job Profiles Account Manager der MEET JOB PROFILE INFORMATION Account Manager General Name Account Manager Business Unit Honag US Consulting Job Level Team Lead Work Hours per We 45 00 Status Reason In use Description Manager for all accounts in his area Skill Levels Skill 4f Type Skill Employee Job Profile Required English Language Skill Account Manager Sales Profess
101. nt Paid By Type of the receipt document WIP RW i AOC Ise WEE IVO T A DB Sub CRM Concept Baker Limited 08 06 2011 08 0 Cash or Private Employee Expenses Smale Mieranonag con DB Sub CRM Concept Baker Limited 08 06 2011 08 0 Visa Company Public Transport Lj Inbox iOne CRM review Overnight Stay 03 05 2011 Visa Company Overnight Stay Z Drafts iOne CRM review Rental Car 02 05 2011 Visa Company Rental Car Y Sent Items Printing paper Cash or Private Employee Office Supplies fa Deleted Items B Lg Junk E Mail 3 Outbox LES RSS Feeds La Search Folders 4 Dynamics HR Eve NW No 4 gt j Workplace m 1 5of5 Pagel af ES 3 T Click on the chart to perform Drill Down 5 Marketing 1 H H C EETRIBEES iOne CRM review Overnight Stay 03 05 2011 4 A Human Resources Lg My Work Lj Recruiting General E ay ig een Title iOne CRM review Overnight Stay 03 05 2011 GA Development itle iOne review Overnig ay 03 05 4 I Employee Services Travel E One CRM Implementation New York iOne corporation Inc New York 05 02 2011 05 03 2011 Absences yl Travels y Details 3 Receipts Employee Cockpit Project iOne CRM Implementation New York F E Fast Time Entry Owner amp Paul Morrison Ideas Travel Day 5 3 2011 Service amp i Receipt Number YOU0008 i Settings Date of Receipt 5 3 2011 Type of the receipt document Overnight Stay Paid By Company Type of Payment Visa Mail Vehicle Car 9 Dynamics HR Mileage Allow
102. nt _ Active 30 gt L Process Center j CRM Project Enterprise Natalie King License Assignment Active 20 4 3j Extensions 5 tal CRM Project Enterprise Steven Clark License Assignment Active Gy Competences F t CRM Project Enterprise Peter Schneider License Assignment Active 10 e Songs ee ta CRM Project Enterprise Ethan Carter License Assignment Active 0 E FD PAPEL A c CRM Project Enterprise Patricia Adam License Assignment Active E E v 5 s i t E S CRM Project Enterprise Stijn van Campen License Assignment Active E z Z 5 a 5 uj D tees E CRM Project Enterprise Hans Dorsch License Assignment Active Z 3 c ui E 5 v S i rond ta CRM Project Enterprise Mia Green License Assignment Active E S E E g hires e CRM Project Enterprise Peter Maurer License Assignment Active o Product Area Tax Keys tal CRM Project Enterprise Robert Bonderman License Assignment Active e E 3 Tax Keys ta CRM Project Enterprise Hannelore Mader License Assignment Active c 3 Tax Values E e CRM Project Enterprise Alexander Williams License Assignment Active Project Journal E e CRM Project Enterprise Thomas Klein License Assignment Active Taie Ei CRM Project Enterprise Tom Seel License Assignment Active Mail tal CRM Project Enterprise Jorg Christ License Assignment Active iu CRM Project Enterprise Logan Nelson License Assignment Active ENS assigned ME Available e Dynamics HR e CRM Project Enterprise Jacob Johnson Ac
103. o import a project plan from Microsoft Project please see chapter 4 2 1 3 Note After having created a project from our template select HR Project in the Classification field of the project form Only then the project appears in the Onboarding Offboarding Projects view Below is an overview of project information which is stored in the system Information in project data fields as well as a corresponding project node is divided into the following categories General General project information Duration Time related information within the project Work All information pertaining to man days within the project Costs All information pertaining to a project s monetary costs Budget The budget calculated for the project Sales Information pertaining to man days which were quoted to the customer Description amp Notes Information concerning project content tasks project goals and more detailed notes Settings Settings and values pertaining to the project Note Some fields cannot be edited as they are automatically filled in by the system These write protected fields can be identified by their grey backgrounds 4 2 1 2 Creating a project from a template To create a template from a project simply select the required project template under the Templates approved view and run template process There are various automation functions available in the projec
104. oarding Projects View Charts Add Customize ns Vf Activate 42 Share 1i M m1 3 A re f r S Deactivate 33 D Copy a Link Unfollow 23 sj Vie uj J e P m New Edit _ Assign 4 Connect Run Start Run Export Import Advanced Help Import Fast Time Employee 1 Delete Emailalink Workflow Dialog Report to Excel Datay Find Project Entry Cockpit a Records Collaborate Process Data Help Projects 4 Favorites E A All Active Projects iy d 3 Inbox 2 Sent Items Search All Active Projects P Filter v Deleted Items 3 Title Internal Status Reason Progress Billing Actual MD 2 MD Projected 2 Pre production Planning 7 Honag Onboarding Tom Tailor Planning A Inbox 4 T 3 ens 1 21 of 21 Pagel A Sent Items age fa Deleted Items Honag Onboarding Tom Tailor Lg Junk E Mail g g 3 Outbox Customer im Honag Hawaii LLC Lf RSS Feeds Priority hje Scarch Folders End projected 6 30 2011 4 Dynamics HR i Workplace a E External Information EE Sales E Marketing Customer ae Honag Hawaii LLC B Service Title Customer Honag Onboarding Tom Tailor Projects 9 Ideas LE Recruiting Title Internal Honag Onboarding Tom Tailor 4 j Organization e Owner Hailey Miller Status Reason Plannin E Onboarding Offboardine j 3 Employees Level Project Ident Number PRO0093 Employment Contracts Priority Division 5 Wages Risk Classification Absence
105. ocessing Time amp Mz E Employee Cockpit Download Template for L 5 BU Project Management Implementation Processing Time amp Me Z3 UUUUJ 0 5U ZU11 ca E Fast Time Entry BAG PS CRM Einf hrung Planning 8 59 Time amp Me 32 00000 6 30 2011 ili Chart Pane gt BU DB CRM Impementation Planning 8 59 Time amp Me Eis yi 32 00000 6 30 2011 iew Kommunikation der Unternehmensstrategie Processing il New System Vi 6 30 2011 ew System View Customer Trainings Processing E Customize Entity 6 30 2011 Honag intern Server Update USA Processing 0 00 No ix System Views 10 00000 7 1 2011 The system creates a template for Microsoft Project as an XML file Save this file and open it with Microsoft Project l Task Resource Project View Team Format Cut ae e d E amp Mark on Track wu Inspect M B 9 Summary m Hem Calibri viii M 0x 29 Sox vex loon C i 5a Copy 7 ET Respect Links E Move gt Milestone Gantt Paste Ly ud 2S ea 2 Auto Task Infor Chart F Format Painter B 7 U 2 4 ep 59 7 gt Inactivate Schedule n Mode Deliverable View Clipboard Font P Schedule Tasks Insert fai m Start E Fri 12 2 11 Q Task Task Name Duration Start Finish Predecessors Resource Names Mode To use this template adc 1 day Fri 12 2 11 Fri 12 2 11 LEVEL PROJECT M Um die Vorlage zu verwe 1 day Fri 12 2 11 Fri 12 2 11 LEVEL PROJECT Use this template for planning and structuring your project in M
106. on Enter the date when the education was completed successfully Valid until Enter the date until when the education certificate is valid Achieved Score If applicable the user can enter the employee s certification score Maximum Score If the certification testincluded a maximum score itis shown here This field is write protected the maximum score is filed in the Certificate form Please see chapter 4 3 3 for further details Costs Here the user can enter how much the certification cost Paid by Select if the payment was covered by Employee or Company Currency Select the payment currency used for the certification 4 3 3 Certificates Certificates View Charts Add Customize e xRM1 HR Management Rollup 15 and higher a m LP Ne Import Chart e Rl gt EB Export Chart ww 8 Chart New Edit Save Refresh J Share Pane Chart Chart As elel Chart Layout Charts Collaborate z lt 4D HR s m Leer E 4 Active Certificates i Q Workplace us Sales Search Active Certificates P Rite v Certificates by Type v gt 3 gt Marketi L Marketing 1 Name ID Maximum Score Type Status Reason Projects ES rure qur m ap eara y e E ny a NEE gprs ei ntn et RENE as ras Cambridge Certificate of Proficiency in English CPE 500 Language Certificate Current Version or R it Certified Project Director IPMA Level A IPMA A 1 000 Professional Certificate Current Version ecruiting Doni
107. onag US CRM Inte o Onboarding Offboarding Paul Morrison 4 1 2010 None Full time a i Employees Robert Bonderman 8 15 2009 None Trainee u Honag US Consulti t Employment Contracts Tom Seel 6 15 2009 6 15 2011 Contract worker Honag Hawaii Trai 5 Wages 5 Me 9 da Cent Absence Administration amp Honag Canada Cent iscipli M 1 Disciplinary Measures blank Processes Process Resources amp Departments 0 1 2 g Facilities Equipment gt Development Full time Ex Trainee Em Internship Employee Services Bl Part time Ill student Il Contract worker 9 Ideas Bl Temporary work GB Service 4 mi gt amp Settings 1 7of7 Pagel ah Click on the chart to perform Drill Down Catherine McGrath Full time 07 01 2011 General a Employee EB Catherine McGrath Type Full time Maa Start Date 7 1 2011 Classification Permanent d Dynamics HR End Date HR Representative amp Patrisha Anderson a 5 Status Reason In Progress aj Calendar amp Contacts Section E v Tasks jj File Attachment lal Notes Employment Contract Catherine McGrath pdf Folder List Latest 1 Note of 1 Shortcuts As default chart Employment Contract Types by Business Unit is displayed in the Outlook start screen of this entity A bar chart shows which contract types appear how often in the business units Hailey Miller Honag fi HUMAN RESOURCES v Employment Contra v Catherine McGrath NEW S DEACTIVATE J DELETE SS A
108. orer xRM1 Business Solutions license file upload Page 2 of 5 License upload How do I get a license For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel Selecting the corresponding button will prompt an Internet Explorer window to open allowing you to select your saved license data xRM1 HR Management Rollup 15 and higher 80 86 9 a xRM1 HR Management Activation Wizard Windows Internet Explorer Jr x uz xRM1 Business Solutions license file upload Page 2 of 5 License upload c Open Organize New folder vr Favorites BE Desktop JA Downloads Recent Places amp RM 1 License lic 2 3012 10045 AM LIC Fil Computer amp System c M DVD Drive D OFFICEL4 G3 C on MOBILOIZ ales File name RIM lLicense lic Open Cancel For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel After selecting Open the data will be uploaded and a message will appear indicating whether you have uploaded a valid or expired license Activation Wizard Windows Internet Explorer m B x x xRM1 Business Solutions license file upload Page 2 of 5 License upload Status Valid license data uploaded How do I get a license For any issues and questions please don t hesitate to contact our xRM1 Support B
109. ose the account which will be the customer for the new CRM Project project Then choose the project s currency In most cases an account will be your company or a standard account in your Microsoft Dynamics Select Import to select the Microsoft Project file The project will then be created in CRM Project and be available as a Planned Project RE Import Project k HRE Import Project Download Template for L Import Project Import a Microsoft Project Plan as a new project in CRM Project A Please make sure that the imported project plan is based on the Microsoft Project Template and that all project levels and activities are classified properly ar Retrieving Entity s metadata Rairieving Entity s metadata Select the account and currency for the imported project Account i E Currency Select Microsoft Project XML file for import Import While processing the import the following information is transferred from the Microsoft Project Project plan to CRM Project Information in Import assigns information to the following Microsoft Dynamics field for Microsoft Project Plan Project nodes Activities Task Name Title internal and Title customer Subject Notes Description Description Start Start projected Start Time only Appointment and Service Activity Finish End projecte
110. ount Manager Honag US Consulting 0 Application Received Active First Validation gt Next Stage v Applicant Catherine McGrat i v Earliest Start Date 6 1 2011 v Open Placement Account Manager v Status Reason Contract Negotiation v Received On 5 10 2011 General 2 Applicant Catherine McGrath Open Placement Account Manager Honag US Consulting 05 05 2011 Desired Wage 42 000 00 Currency US Dollar Received On 5 10 2011 Status Reason Contract Negotiation Received Via External HR Recruiting Agency Account Manager Honag U Aptitude good match Earliest Start Date 6 1 2011 Remarks HR Related Activities Subject Regarding Activity Type Activity Status Owner Priority Start Date Due Date Employment Contract Cath H Catherine Email Completed Hailey Miller Normal RE Employment Contract C amp Catherine Email Completed Hailey Miller Normal Application for Account Man H Catherine Email Completed Hailey Miller Normal Check application H Catherine Task Completed Ethan Carter Normal 5 12 2011 8 00 AM 5 12 2011 8 00 AM bad Status Active Applicant The person who has submitted an application can be selected in this look up field Open Placement Here applications can be connected to the applicable open placement vacancy Desired Wage The wage which the applicant desires to receive Currency Currency of the desired wage Received On The date when the applicatio
111. out Charts Collaborate 4 Favorites lt Active Skills i 3 Inbox Sj Sent Items Search Active Skills P Fite v Skills by Type v gt S ej Deleted Items 3 Type Name Categories v E Language Skill English mane als Les Professional Skill Project Management 3 Inbox Professional Skill Sales LA Drafts Sj Sent Items fa Deleted Items gj Junk E Mail 3 Outbox LE RSS Feeds LO Search Folders Ill Professional skill 4 Dynamics HR Bl Language Skill 4 Il gt C Workplace A EB Sal 1 3of3 Pagel E m 3 click on the chart to perform Drill Down s Marketing Projects Project Management 4 A Human Resources Ld My Work M raan ash N Project M t O Hailey Mill z Name Owner 4 Ga Development am roject Managemen ner amp Hailey Miller Job History Type Professional Skill Education Description Certificates Skills 8 skill Levels Notes 421 p Mail e Dynamics HR d Calendar B Contacts 5 v Tasks amp Ca 5 As default chart Skills by type is displayed in the Outlook start screen of this entity A pie chart shows how many skills call a certain type Aii Microsoft Dynamics CRM Project Management NEW S DEACTIVATE ij DELETE SS ASSIGN SHARE SKILL INFORMATION Project Management General Name Project Management Owner Type Professional Skill Description Notes NOTES No Notes found Status Acti Name Name of the skill Type Select between the follow
112. ported For more information click here Visibility Specify the default visibility of this control V Visible by default After saving and publishing you can see the following result xRM1 HR Management Rollup 15 and higher 66 86 ry xRM1 HR Management Z lt Es gt e 00 00 00 MI MM Open MIE Closed New Back Today Day Week Month Forward Record v 3 invoiced Du New View Timer Filter j Start Date Zl Actual Duration Regarding Subject Description fe Ed X June 3 2011 8 00 AM 1230 E Bu DB sub CRM Realisation Q Leave from 6 3 2011 to 6 3 3 m Zw x June 2 2011 9 00 AM 03 00 iOne CRM Phase Concept tal iOne Concept preperation v 2011 May 29 2011 May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 4 May v gt 8 00 AM NEN S MTW TF S 12 3 4 5 6 7 9 00AM Fy m 8 9 10 11 12 13 14 15 16 17 18 19 20 21 i B 22 23 24 25 26 27 28 10 00 AM 30 31 1 2 3 4 het a A rM 11 11 00AM l m 2010 2011 2012 J l l v Event properties 12 00 PM Title B Leave from 6 3 2011 to 6 3 20 1 00 PM Start i 6 3 2011 _ 2 00 PM 8 00 AM End 3 00 PM 6 3 2011 Start 6 2 2011 f End 6 18 2011 rz Name Paul Morrison Vj Load cached user data CW 23 2 6 4 6 CW 24 5 6 11 6 2 Thu Fri 4 Sa 5 Su 6 Mon 7 Tu 8 Wed
113. r of columns the control occupies oo One column aS m mm 7 n SS unn J Two columns L a A E a 2 S P _ Three columns en E Four columns Row Layout Select the number of rows the control occupies Mumber af Rows Automatically expand to use available space 5 2 6 2 Add new elements You can also add additional elements iFrames to the Employee Cockpit To do this use the Insert tab in the Employee Cockpit form You need to know the parameters of the iFrame such as the iFrame name and URL For example you can add the CRM Project Work Schedule if you have the appropriate license as a new iFrame Use the following parameters IFRAME xrmi work schedule URL http crm 5555 CRM WebResources itarapro_ web PersonalWorkSchedule html userlcid 1033 xRM1 HR Management Rollup 15 and higher 65 86 xRM1 HR Management goo Four olumns Columns Column Colum Resource Notes Link G Spacer 3 IFRAME Navigatior control i Employee Cockpit General ee Ai Microsoft Dyn ETEF an IFRAME Webpage Dialog _ Add an IFRAME Add a new IFRAME to the Form O Pass record object type code and unique identifier as parameters Label Specify the label for this field in forms wet 0 7 Dispiay labe on the Form Security Select whether to restrict cross frame scripting M Restrict cross frame scripting where sup
114. recently used All View This Week v l Name Hailey Miller lt Inbox Sj Sent Items Date Start Time End Time Work h Subject a Deleted Items 6 2 2011 15 je s0Pm 6 soPM o e SSS DS SS SS Se Se Type Regarding 4 Dynamics HR Project gt ETC a A Workplace us Sales e i Date Start Time End Time Work h Type Regarding Subject Lig Marketing pA Service 5 30 2011 11 00 AM 7 30 PM 8 5 Account Honag Inc Workshop about Labor Law Projects 8 5 9 PE j 5 31 2011 11 00 AM 6 00 PM 7 A t H I Worksh bout Labor L AE un esau 31 ccoun onag Inc orkshop about Labor Law Recruiting 7 Lj Organization 6 1 2011 10 30 AM 2 00 PM 3 5 Account Honag Inc Prepare wages Development 6 1 2011 3 00 PM 6 00 PM 3 Account Honag Inc Check Time Tracking 4 j Employee Services Absences x i 4j Activities C Travels 3 Receipts Employee Cockpit amp Fast Time Entry iz Settings E Mail e Dynamics HR TM Calendar amp 3 A i Ca 4 Please see chapter 5 1 for details xRM1 HR Management Rollup 15 and higher 59 86 xRM1 HR Management 5 Time entry functionalities The following functionalities can be found in the ribbon bar In terms of content they belong to the Employee Services section 5 1 Fast Time Entry The Fast Time Entry mask helps to make employee time entry even easier The fast time entry mask is located onthe ribbon bar inalmostevery Microsoft Dyn
115. refilled by the system The Title is automatically filled in and contains the project name destination and travel period Owner is the employee taking the business trip This is filled in with the current user The Account field specifies which customer will be visited on the trip and is automatically filled in with the account from the respective project Department is available if more detail is needed The Travel Number is used as a unique identifier for the trip and associated receipts Project shows the relevant project Travel From and Travel Until is used to specify the time period of the entire trip Primary customer address or Different address specifies whether the destination is the customer address or a different address such as a construction site or a regional office When a different address is needed additional fields are displayed to specify Street ZIP code Town City and Additional address The fields in the Costs area are automatically filled in by the system as soon as receipts or times are entered for the trip The tab on the left hand side of the travel screen as in the project allows the user to create activities as well as view all completed activities The activities stored here are seenas travel times as they are assigned to a trip Therefore the specific arrival and departure of an appointment should be assigned to the trip and not to th
116. rmed Full Time Equivalent Here you can enter how much time in terms of full time equivalent FTE the process resource is taking in the process xRM1 HR Management Rollup 15 and higher 38 86 xRM1 HR Management Approved by Each process resource needs to be approved Status Reason The user can select a status reason for each process resource record Here he she can choose between Draft In Implementation and Implemented 4 2 10 Departments aaraa OF New New Import Advanced Help Fast Time Employee Activity Record Data Find Entry Cockpit New Tools Help Projects lt 4 Dynamics HR s 7 p ma v p rom Active Business Units gt EB Sales nw 5 x X Q Run Workfiow F Start Dialog More Actions v gt E Marketing gt B Service i E v Name Main Phone Website Parent Business Y c gt E Projects gt Q Ideas Honag Austria AG 43 222 9399914 0 http www honag at Honag Europe 4 A Human Resources D Recruiting Honag Canada Central Corporation 1 613 7641 000 http www honag com af ae M ng Honag Deutschland Consulting 49 69 784613 0 http www honag de Honag Deutschland GmbH Employees C Departments Honag Deutschland GmbH 49 69 784613 0 http www honag de Honag Europe Facilities Equipment af E Hn S Wages Honag Deutschland Sales 49 69 784613 0 http www honag de Honag Deutschland GmbH a Processes Honag Deutschland Technics
117. rojects 4 Favorites lt me 7 Ed sences v 3 Inbox i Sent Items Search My Absences P Fite v Absences per Month v gt 5 Deleted Items Di Name Reason for Absence Owner From Until P Leave Hailey Miller Leave Hailey Miller Sun 6 12 2011 1 Tue 6 14 2011 11 3 50 4 Hailey Miller honag com 45 New Annual Leave Hailey Miller New Annual Leave Hailey Miller Thu 6 2 2011 12 1 Fri 6 1 2012 12 0 3 00 3 Inbox 3 00 LA Drafts 2 50 Sj Sent Items 2 00 a Deleted Items 1 50 gj Junk E Mail 1 00 3 Outbox Ej RSS Feeds 000 L Search Folders 0 00 Jun 2011 Jun 2012 4 Dynamics HR 7 Month Until t Workplace Sal 1 2of2 Page 1 af sates 3 ap Click on the chart to perform Drill Down Ss Marketing Project i i ms Leave Hailey Miller 4 4 Human Resources Lg My Work LA Recruiting Applicant Delegate Lg Organization Hailey Mill LI Development e Cale 4 Ga Employee Services Substitute amp Patrisha Anderson Absences ES Travels e General Receipts fj Employee Cockpit From 6 12 2011 12 00 AM amp Fast Time Entry Until 6 14 2011 11 58 PM Q Ideas Days 3 00 Service i Reason for Absence Leave ii Settings Remaining days of leave 9 00 Activities for Leave by Mail Status of Processing e Dynamics H Name Leave Hailey Miller t Created On 6 2 2011 4 02 PM cs Calendar Status Reason No Substitute found Contacts Role Employee cy vr v Tasks amp Ca 4 As default chart Absences p
118. s No Set blocked file extensions for attachments ade adp app asa ashx asmxzaspibas bat icdx cer chmzclassicmd com config cplicrecshzdllexefxprhiprhta htrhtwridazidcridarinfinsisprits jsjsezkshrInkzmad mafzimag ymam maq mar mas matzmaur mavimaw mdarmdb mde mdtzm dw zmdzimsc imsh zmsh1 msh1xml msh2 zmshzxmlrmmshxmlmsirmsprmsttops pcd p ifprfprg printer pstreg rem scfscrsctrshbrshs shtm shtml ssoaprstmrtmprurivb vbevbsrvsmacros vssvst vswrwsnwscrwsTowsh 5et the currency display option Display currencies by using Currency symbol Set up Quick Find Enable Quick Find record limits Yes No Select entities for search on CRM for tablets Select Enable Bing Maps Show Bing Maps on forms e Yes O No Please enter Bing Maps key Set the default country region code M Enable country region code prefixing Country Region Code Prefix 1 Set the telephony provider Select provider for Click to call Skype GO Lyne Set whether users see CRM for tablets message Users see app download message amp Yes No OK Cancel xRM1 HR Management Rollup 15 and higher 7 86 p es a xRM1 HR Management 3 Using xRM1 HR Management via Microsoft Outlook Many HR managers prefer using Microsoft Outlook to organize and develop the staff they are responsible for Therefore the usage of the xRM1 HR Management functions will be described from a Microsoft Outlook point of view In order to use a function in Outlook click on the desired
119. s types Management Process Core Process or Supporting Process Status Reason The user can select a status reason for each process Here he she can choose between Draft In Implementation and Implemented Process Resources can be entered in the following sub grid 4 2 8 2 Form Process Resource As Process Resource is a separate entity please see 4 2 9 for more information 4 2 8 3 Trigger For each process the user may use a trigger The trigger can be found by clicking on gt Other activities Trigger in the Process form A trigger includes the following fields Subject A subject is mandatory for each trigger Besides there is a text field so that more information can be provided Process Here the user may enter the respective process for the trigger If the triggeris created from a Process record this field is filled automatically with the content of the Regarding field Regarding Here the user may enter a regarding objectforthe trigger If the trigger is created froma Process record this field is filled automatically with the respective process xRM1 HR Management Rollup 15 and higher 36 86 62 a xRM1 HR Management Owner The owner of the trigger is shown here Scheduled Duration The duration can be selected of a pick list Due Date A due date can also be chosen Priority The
120. siness Unit This chart shows how many medical records for employees are overdue sorted by business unit Achieved Certification Scores by Business Unit The user can get an impression how many points of how many total points were achieved at in education exams and certificates sorted by business unit xRM1 HR Management Rollup 15 and higher 71 86 ml 9 a xRM1 HR Management 6 1 5 HR Management Employee Services Dashboard pa 18 o 32 ES 4 fad ave 1 Refresh Advanced Help Employee Fast Time As ES Find Cockpit Enty 4 Favor lt Gr HR Management Employee Servi My Activities v D A Inbox Leave and remaining Leave im qm I I ep g I of 3 1 3 a My Work d Dashboards aj Activities Sj Reports Lj Recruiting Lg Organization Lg Development Lj Employee Services Q Ideas 2B c e Service My coming Absences Y My Substitutions v amp Settings Sa E 5 O Devs From 4t Status Reason Reason fo Absence Substitute Owner Eror nil A i SF dynamics HR 300 6 12 201112 00AM 6 14 201111 59PM No Substitute found Leave Patrisha Anderson Patrisha Anderson 7 3 2011 12 00 AM 7 7 2011 11 59 PM Calendar Contacts Tasks i Notes ca 8 This dashboard displays charts and lists concerning relevant HR features for each employee My Activities Overview of the employee s activities Leave and remaining Leave Comparison of the employee s leav
121. sks completed and n Negotiations completed Note Fields can be added specifically just to the process flow In addition they can be on the form as well as on the process flow If this is the case entering or changing data in a field will apply for the form and the process flow The existing job refusal workflow now runs automatically when the respective application record is deactivated with the status reason Rejected by company Auto Refusal xRM1 HR Management Rollup 15 and higher 18 86 e 48 xRM1 HR Management 4 1 5 Applicants Ee Contacts View Charts Add Customize e gt Activate E gt Hea C Share 7 Folion i mM LH a R H Y ER wx UW szia S Deactivate D Copy a Link Unfollow New New New Edt Merge Detect Send Direct Add to Assign Connect Run Start Run Export Import Advan Applicant Employee m Delete Duplicates 7 Email Marketing List c Email a Link M Workflow Dialog Report to Excel Data Fine Records Collaborate Process Data lt 4 Dynamics HR a i Active Contacts X Active Applicants X X Active Employees in i Workplace Persons shown on a map v 4 tr Sales E Marketing i Service Automatic Birdseye 7 Projects Auf j 9 ides De MONTANA NORTH DAKOTA i fe RUNSWICK ores PE 4 A Human Resources mo A SRS path 4 Recruiting Uu ch ANDE Ae te Lr Man Nova S Applications NH Tal a l MICHIGAN i zz Job
122. splayed Sections General Related Activities Section skill Level Quick View A chart pane can be added by clicking on Charts and then on Chart Pane Here the chart corresponding to the selected view is displayed rh d Applications Wie Charts Add Customize m nP at By Import Chart 2 CB d Export Chart v l Mew Edit Save Refresh Assign Share Chart Chart As Delete Chart Chart Jiv Right Charts Collaborate Top Off In Microsoft Outlook you can also decide which view is displayed for which function Views can be tabbed easily 1 Open the desired view in a tab by clicking the tab to the right of the active tab and select the view 2 Click the push pin and it will turn vertical 3 The new view is now pinned xRM1 HR Management Rollup 15 and higher 9 86 peee 9 A xRM1 HR Management 4 xRM1 HR Management Functions The xRM1 HR Management functions are classified under the following categories Recruiting Organization Development Employee Services These categories will be explained in more detail in the upcoming chapters You will find a detailed description of every field important to a respective function Typically the Recruiting Organization and Development sections are used by HR managers or HR 1 supervisors The Employee Services on the other hand can be used by every staff member 4 1 Employee Recruiting In the
123. ss Unit CA Drafts Active Review Details Active Performance Reviews Sj Sent Items fa Deleted Items 100 gj Junk E Mail 80 3 Outbox ss Uf RSS Feeds LO Search Folders 40 4 Dynamics HR 20 iZ Workplace 0 ats Sales Honag Deutsch Honag US Cons Honag Deuts Honag US CR ts Marketing Honag Deutsch Honag US CRM Department Employee j B Service Department Employes Projects Overdue Performance Reviews Q Ideas El No PARTIALLY Ml YES by Business Unit 4 amp Human Resources i Recruiting d Organization d Development jj Employee Services Settings Overdue Medical Records by Business Unit Achieved Certification Scores by Business Unit Active Medical Records Active Education 1 1 1 200 00 Mail 1 000 00 800 00 2t Dynamics HR 600 00 it TI 400 00 0 200 00 Contacts Honag Deutsch 0 00 Honag Hawaii T Honag Deutsch By A E Department Employee Honag US Cons in Department Employee Overdue Health Checks by Business Unit Bl Achieved IB Total Score The dashboard for HR development includes the following charts TargetAchievement by Business Unit This chart shows how many percent of the targets of a business unit have been completed totally or partially or not Overdue Performance Reviews by Business Unit Overview how many performance reviews for employees are overdue sorted by business unit Overdue Medical Records by Bu
124. t E23 mbor xRM1 License Assignments ia 23 Sent Items Search xRM1 License Assignments P Aiter v xRM1 License Assign v a Deleted Items D License Type License User Name Status F dM T nL AGA ey EC is CRM Project Enterprise Peter Moore License Assignment Active Ei CRM Project Enterprise Olivia Martin License Assignment Active 120 l ud Workplace iu CRM Project Enterprise Stan Dixon License Assignment Active A5 ES iu CRM Project Enterprise Daniel Brown License Assignment Active F 110 Lu is CRM Project Enterprise Tanja Abel License Assignment Active 100 ae iS CRM Project Enterprise Antje Kaas License Assignment Active 9 lus E CRM Project Enterprise Hailey Miller License Assignment Active 90 4 2 Human Resources E CRM Project Enterprise James Moore License Assignment Active 80 Recruiting ta CRM Project Enterprise William Jones License Assignment Active gt Organization ta CRM Project Enterprise Marc Jones License Assignment Active 70 Development e CRM Project Enterprise Sven Denk License Assignment Active 60 gt Employee Services ta CRM Project Enterprise Patrisha Anderson License Assignment Active 4 i Settings e CRM Project Enterprise Hendrik Csallner License Assignment Active 50 gt Business iu CRM Project Enterprise David van Veen License Assignment Active 40 gt Lj System tal CRM Project Enterprise Simon Conrad License Assignment Active gt Lj Customization ba CRM Project Enterprise Linda Smith License Assignme
125. t creation process to help you create a project as accurately as possible Firstly you can definea date which will be used asa start or end date forthe planned project With this date the template function pushes all dates forward for start date or backward for end date for all nodes and activities in the template The title of the template both internal and external as well as all activities can be filled automatically with project related information with the Find and Replace Specify in the Find field the term you have enteredas a placeholder in the nodes and template activities Specify in the Replace field the term s which will be used for replacement Select the Account which the newly created project is assigned to Select the Currency of the new project Select whetherall projectparts and activities areassignedto the users defined in the templateor the user running the template function is assigned all project elements Then project parts and activities can be distributed manually if required xRM1 HR Management Rollup 15 and higher 22 86 p 9 a xRM1 HR Management If resources have already been defined in the template via the planning table the distribution of work to these resources can also be used for the new project lt Template gt Implementation 4th module To change the template state or to generate a new project out of the template choose the desired options set the parameters if nec
126. t shows how many disciplinary measures of which level were given in the business units fi HUMAN RESOURCES Disciplinary Measures Repeated tardiness NEW s DEACTIVATE J DELETE SS ASSIGN CQ SHARE 4 al DISCIPLINARY MEASURE INFORMATION Repeated tardiness General Reason Repeated tardiness Date 12 3 2010 Emplayee Paul Morrison HR Representative amp Hailey Miller Level verbal Status Reason Valid Remarks At least 5 times from Sept to Nov 2010 Notes Reason Define a specific reason for the disciplinary measure here Employee Select which person receives the disciplinary measure Level The user may choose from several levels verbal m written or m terminated Date The day when the disciplinary measure was given xRM1 HR Management Rollup 15 and higher 34 86 xRM1 HR Management HR Representative HR Representative who is responsible for the disciplinary measure Status Reason The user can select a status reason for each measure Here he she can choose between Draft In progress and Valid Remarks Describe the reprimand in more detail or add any additional comments in this field 4 2 8 Processes Processes View Charts Add Customize 2 LA A E Import chart Rl gt gt L E Export Chart fens Chart New Edit Save Refresh Assign Share Pane Chart hart As II Delete Chart Chart Charts Collabor
127. tially or not xRM1 HR Management Rollup 15 and higher 50 86 3 48 xRM1 HR Management 4 3 7 1 Main form Hailey Miller Honag A Microsoft Dynamics CRM Manage projects su v NEW S DEACTIVATE J DELETE S amp S ASSIGN J SHARE REVIEW DETAIL INFORMATION Manage projects successfully General Details Name Manage projects successfully Type Evaluation Required Completic 3 31 2011 Certificate Performance Review Paul Morrison 04 01 2011 Employee Paul Morrison Corresponding Wage Status Reason Valid Completion Completed Yes Degree 100 00 Completed On 3 31 2011 Manager Ethan Carter Name Enter here which specific review detail is described Type The user can choose from the following review detail types Target or Evaluation Certificate If the review detail includes some form of certificate it can be chosen here Employee Select which person the review detail belongs to Status Reason Select the status reason for each skill level record Draft Agreed In Progress or Valid Required Completion Date Enter here when the review details is supposed to be completed Performance Review The performance review which the review detail is connected to can be chosen here Corresponding wage If the review detail is connected to a certain wage it can be selected here Completed The user can select whether or not
128. tings xRM1 License Assignments you can find a list of the current license assignments Bug a9 x XRM1 License Assignments C Share i J Activate S Deactivate xRM1 HR Management View Charts Customize Di Copy a Link X Unfollow In order to assigna license to a user click on Settings xRM1 License Assignments and then in the ribbon bar on New In the open window select the License User and License type which this user should have For the option Assign Roles Automatically we recommend keeping the setting on Yes as the user receives all security roles of the assigned license automatically After clicking Save amp Close the user with the applicable le mm om s e s 4 Illl c license appears in the list of license assignments fi NEW S DEACTIVATE XRM1 LICENSE ASSIGNMENT INFORMATION License Assignment General License User License Type Status Reason SETTINGS v M DELETE Hailey Miller HR Management Manager xRM1 HR Management Rollup 15 and higher 4 SHARE xRM1 License Assig v c EMAIL A LINK License Assignment ssign Roles Autom vw 2 License Assignment Yes New EN Run Run Export Import Advanced Help Activation Configuration m Delete x Email a Link Workflow Dialog Report to Excel Data Find Wizard Wizard Records Collaborate Process Data Help xRM1 4 Favorites l
129. tion Coo PARTI 4 j Development 0 m Yes Job History 2011 2010 Education 4 gt E Year Date Certificates ji 1 2of2 Pagel Skills 3 a Click on the chart to perform Drill Down 81 skill Levels E Performance Reviews Paul Morrison 04 01 2011 EJ Review Details a Medical Records A jj Employee Services v General Employee E Paul Morrison Manager amp Ethan Carter 4 Mail f Date 4 1 2011 Next Review 4 1 2012 Dynamics HR Valid until 3 31 2011 Status Reason Planned aj Calendar Review Details amp Contacts Name Type Certificate Employee Required Com Com Status Re v Tasks EJ Manage projects successfully Evaluation Paul Morrison 3 31 2011 Yes Valid le Notes EJ Improve System Integration Competen Target Paul Morrison 9 30 2011 Partially Valid c amp J Achieve Project Management Compete Target Certified Project Director IPMA Level A Paul Morrison 11 30 2011 No Valid Folder List 1 3of3 A shortcuts a As default chart Overdue Performance Review by Business Unit is displayed in the Outlook start screen of this entity A column chart shows how many performance reviews for employees are overdue sorted by business unit 4 3 6 1 Main form Hailey Miller A Microsoft Dynamics CRM v ft HUMAN RESOURCES v Performance Reviews v Paul Morrison 04 v C Create Henn NEW 6 DEACTIVATE J DELETE S ASSIGN SHARE V x PERFORMANCE REVIEW INFORMATION Paul Morrison 04 01 2011
130. tive 86 86
131. user may prioritize the trigger in term of u Lo w Normal and High Hailey Miller fi Recruiting v e 2 Honag v MARK COMPLETE JJ DELETE X CLOSETRIGGER TO OPPORTUNITY TOCASE e TRIGGER INFORMATION Recruiting General A Subject Recruiting Recruitment refers to the overall process of attracting selecting and appointing suitable candidates for jobs within an organisation either permanent or temporary Recruitment can also refer to processes involved in choosing individuals for unpaid positions such as voluntary roles or training programmes Recruitment may be undertaken in house by managers human resource generalists and or recruitment specialists Alternatively parts of the process may be undertaken by either public sector employment agencies commercial recruitment agencies or specialist search consultancies The use of internet based services and computer technologies to support all aspects of recruitment activity and processes has become widespread Process HR Management Recruiting Regarding p HR Management Owner Hailey Miller Scheduled Duration 0 minutes Priority Normal Due Date 6 5 2011 2 00 AM Notes l Activity Status Open xRM1 HR Management Rollup 15 and higher 37 86 xRM1 HR Management 4 2 9 Process Resources Process Resources View Charts Add Customize ra Activate Sla C Share l Follow 3 mm UH ae P E v Zp 3 fx TH S Deactivate D Copy
132. w annual holiday for all employees The system takesthe Annual holiday value for every employee stores it for every user in the user entity and adds any available holiday remaining 2 1 6 Remaining days of vacation expired Remaining days of vacation expired is used for every employee individually to deduct unused vacation from the vacation days allotted This process must be done by the HR department for every employee The function automatically reduces the remaining vacation days for that user 2 2 Bing Maps Integration In order to use Bing Maps integrations e g in the Employee or Applicant form please assure that Enable Bing Maps is set to Yes under Settings gt Administration gt System settings gt Tab General xRM1 HR Management Rollup 15 and higher 6 86 xRM1 HR Management System Settings Set system level settings for Microsoft Dynamics CRM General Calendar Formats Auditing Email Marketing Customization Outlook Reporting Goals Select the default save option for forms Enable auto sawe on all forms Yes 7 No Set the IM presence option Enable presence for the system Yes No Set the full name format Name Format First Mame Last Name 5et the currency precision that is used for pricing throughout the system Pricing Decimal Precision 2 5et whether reassigned records are shared with the original owner Share reassigned records with original owner 3 Ye
133. xcel Data Find Records Collaborate Process Data Help lt 4 Active Open Placements in gt t Workplace 5 ae Search Active Open Placements O Fite y Open Placements by Business U v gt fa gt SS Marketing D Job Profile Quantity Business Unit 4 Projects Senior Consultant 1 Honag US Consulting 3 thaman Resmnces Junior Consultant 2 Honag US Consulting D My Work ud Account Manager 1 Honag US Consulting 4 Recruiting Job Profiles Open Placements Oo iti uw m mg Recruiting Channels Honag US Consulting 4 Applications Applicants gt gj Organization gt Development gt I Employee Services gt Q Ideas f T r D ro Service 0 1 2 3 4 5 gt E Settings Y Sum Quantity 4 lil b 1 3of3 Pagel i Click on the chart to perform Drill Down Senior Consultant Honag US Consulting 05 04 2011 r _ Details E Mail Job Profile Senior Consultant Quantity 1 HR Representative BA Hailey Miller Requested by EE Ethan Carter Business Unit amp J Honag US Consulting Requested on 5 2 2011 E Calendar Status Reason Recruiting process Contacts ER Publishing Tasks S Publishing Type External aJ Notes Company Name Open Placement Liste Liste Publishing Publication Site Status Reason Lg Folder List ac HR Recruiting Age Senior Consultant Honag U 5 4 2011 7 31 2011 Internal http www hrrecruitingagen In use 1 10f1 a Z Shortcuts As default chart Open Place
134. y from which the wage is paid End Date The day until which the wage is paid Currency The wage currency per unit can be selected here HR Representative Users can enter the HR manager responsible for employee here Remarks You can enter any comments concerning wage here xRM1 HR Management Rollup 15 and higher 30 86 E 1 9 A xRM1 HR Management 4 2 5 Absence Administration Home uw A OH amp New New Import Advanced Help Employee Fast Time Activity Record Data Find Cockpit Entry New Tools Help Projects 4 Favorites 4 mm A Inbox A Sent Items Type 4 Dynamics HR Business Closure gt i Workplace Absence gt EE Sales Sick leave E Marketing Public Holiday gt GB Service ma New Annual Leave i Prajects Remaining days of leave expired gt 9 Ideas EIUS 4 Human Resources E gt E Recruiting E Organization Onboarding Offboardin Current Projects Comments Employees Employment Contracts 5 Wages Absence Administration 1 Disciplinary Measures Wu Processes Ea Process Resources ES Departments Facilities Equipment Development gt Employee Services gt Settings dl Mail of Dynamics HR ur Calendar 84 2j i Ca 8 After selecting the Absence Administration in Outlook the goldbright screen which is identical to the one in Microsoft Dynamics appears immediately instead of the Outlook start screen Absence
135. y and sensibly with xRM1 HR Management Note xRM1 HR Management is built upon all Microsoft standards particularly in regards to forms views and rights and roles Should you find that information elements or functions are not as they appear in the document please ensure that the user you are using has the required rights and that the required basic settings are in the system As many HR executives use Microsoft Outlook in order to manage their staff and the several HR functions the description of the functions in this manual is based on Microsoft Outlook wherever applicable 0 2 System requirements In order to use XRM1 HR Management several system requirements must be in place They can be found in the Getting started guide on our website http www xRM1 com xRM1 HR Management Rollup 15 and higher 4 86 kee 9 e xRM1 HR Management 1 Terminology The following selected terms are found within Xx RM1 HR Management Here you will find them defined in more depth for further clarification 1 1 Costs Costs define the monetary expenditure the project creates within your organization These are only internal costs in different forms from personnel related expenditure material usage travel etc 1 2 Full Time Equivalent A full time equivalent sometimes abbreviated as FTE is a unit to measure employed people in a way that makes them comparable although they may work a different number of hours per week The
136. yee Cockpit form xRM1 HR Management Rollup 15 and higher 63 86 xRM1 HR Management Aii Microsoft Dynamics CRM OC Home Insert Honag Save As Undo T Header AX D f Assign Security Roles C Ej Save and Close EK Redo ES Footer gt ada Show Dependencies Save Change Remove Form Preview Ly Publish Properties Navigation Properties Managed Properties Save Edit Select Form QJ Solution Default Solution 4 Employee Cockpit Be Employee Cockpit Form xXRM1 Employee Cockpit General Bigot Se eens ee ese gees rahe ee rad eee ert eg eat eet pet Se te Cee acd d cc e eames Sat ef meg ee Pgh ee fame fae ee etm ee ge epee ee pe cu cr Eli Acc Aart ee eg gn Nerd ere N a r c nici cd cir LE c gare ee a eee pt nt tt E 1 LI 4 Common Header Ow The three Ribbon Grid and Calendar areas are now displayed They correspond to the relevant areas in the Employee Cockpit mask You can replace or remove the elements by using standard Microsoft Dynamics customizing functions To change the size of an area click on the applicable element go to the tab Formatting and then to Row Layout Change the amount of rows and asa result the size of the element will also increase or decrease xRM1 HR Management Rollup 15 and higher 64 86 kea 9 E xRM1 HR Management Field Properties Modify this field s properties Display Formatting Details Events Layout Select the numbe
137. you like to activate for testing CRM Project L CRM Project Employee LI CRM Project Standard Billing and Invoicing _ CRM Project Standard Resource Management _ CRM Praject Professional _ CRM Project Enterprise Idea Management m ldea Management Employee _ Idea Management Professional Time Tracking _ Time Tracking Employee _ Time Tracking Professional HR Management I HR Management Employee I HR Management Supervisor i HR Management Manager For any issues and questions please don t hesitate to contact our support xRM1 Support Back Next Cancel 100 4 In the next step you have the option to create default settings and base data Please select the applicable boxes xRM1 HR Management Rollup 15 and higher 78 86 m 3 a xRM1 HR Management 5 Activation Wizard Microsoft Internet Explorer provided by itara GmbH a x az Default settings and demo data optional Page 3 of 5 The wizard can initialize default settings and create demo data We recommend this especially for trials Please take note that the default settings are required for the proper use of each xRM1 Business Solution The activation wizard completes this process for you I Create default settings recommended for trial This will automatically initialize the configuration of your solutions like number ranges labeling etc Existing sett
138. ype is displayedin the Outlook start screen of this entity A pie chart shows how many certificates call a certain type Hailey Miller v ft HUMAN RESOURCES v Certificates v Cambridge Certifica v e Has NEW s DEACTIVATE J DELETE SS ASSIGN J SHARE CERTIFICATE INFORMATION Cambridge Certificate in Advanced English General Name Cambridge Certificate in Advanced English Maximum Score 300 00 ID CAE HR Representative amp Hailey Miller Type Language Certificate Status Reason Current Version Name Enter which specific certificate is described ID If the certificate has an ID number it can be entered in this field Type Select between the following certificate types Professional Certificate Language Certificate Soft Skill Certificate or Other Certificate Maximum Score If the certification test included a maximum score the user can enter it here HR Representative The HR representative is the owner of the record Status Reason The user can select a status reason for each certificate Here he she can choose between Draft and Current Version xRM1 HR Management Rollup 15 and higher 46 86 3 48 xRM1 HR Management 4 3 4 Skills Skills View Charts Add Customize a al i E Import Chart e CEB Export Chart wap 8 Chart New Edit Save Num Refresh Assign Share Pane Chart Chart As Delete chart Chart Lay

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