Certification, Microsoft Dynamics 365 for Talent, Onboarding

MB6-898 Create, import and migrate employees into the Onboarding modular application

There are three different ways you get an employee into the Onboarding modular application:

In the Attract modular app when the candidate accepts the offer you get a new button where you can start the onboarding. This sends the information about the candidate to the Onboarding modular app.

Candidate accepted offer in Attract - start onboarding
Candidate accepted offer in Attract – start onboarding

In The Onboarding modular app you can manually enter a new hire. You can find them if they are registered in Talent Core or add new ones from scratch. You start this by pressing the big + in on the homepage.

The Onboarding modular application

When you click the plus button a new window opens where you register the person you want to onboard. You here have three options:

  • Onboard a person that exists in Core
  • Onboard a new person from scratch
  • Onboard multiple people at once
Create a guide
Create a guide

To onboard a person that exists in Core you start writing their name in the “Who are you onboarding” field and a list of all users in Office 365 will appear and you can select the person you want.

Create a guide - users in Office 365
Create a guide – users in Office 365

To onboard a new person from scratch you click on the “Add now” and a new window opens where you register the new employee.

Create a guide - create new
Create a guide – create new

The last option is to import from Excel. You click the “Need to onboard multiple people at once?” to downloade and fill in the template and upload it.

Create a guide - create multiple from Exel

Create a guide – create multiple from Excel

Create a guide – Excel template

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