How to Manage Your Staff in Business Central
Manage all data and information in the Human Resources area within the ERP system Dynamics 365 Business Central.
Manage all data and information in the Human Resources area within the ERP system Dynamics 365 Business Central.
What does Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) offer in the field of HR or personnel management? In addition to the classic ERP functionalities, Dynamics 365 Business Central also provides basic features in the Human Resources area. These include managing employee master data and qualifications, as well as all personnel equipment.
Furthermore, you can easily manage absences within the system. Whether you have already used Navision HR management or are using the ERP solution for the first time, you will quickly find your way around with ease.
Microsoft Dynamics 365 Business Central offers a range of basic functions for your human resources (HR) that primarily support the management of employee data, absences and qualifications. The HR functionalities are geared towards the most important administrative tasks and can be expanded as required using add-ons.
You manage employees in the system through the so-called “Employee Card.” There, you can keep track of the most important information about your employees.
Subsequently, employee information can be adjusted at any time. Keeping employee records up to date simplifies all further personnel-related tasks.
You can capture information about the following points:
Once your employees have been created in the system, you can schedule them as resources for all activities in the ERP system and thus track the respective service.
In the system, basic time tracking functions are available. This allows you to record employee absences and view an absence statistics based on various filters (e.g., absence reasons, periods).
Time and operations data capture (add-on)
Through the TempVision app from our partner company Tempras, you can manage time and operations data capture, deployment planning, and access control in an integrated solution.
The system offers ready-made and customizable reports, e.g. on absences, birthdays or qualifications, which support personnel planning and controlling.
Through the Tempras for Dynamics 365 Business Central add-on, you can implement access control. This allows you to determine which individuals, assets, and information accesses are permitted. Additionally, you can also deny access.
You keep track of issued work equipment such as keys, credit cards or company cars and can manage them centrally.
Times and absences (e.g., vacations, training, illness) can be recorded and analyzed in the system.
Keep track of issued items (e.g., keys, credit cards, company cars) and manage them centrally.
Always keep an eye on the experience, skills and special knowledge of your employees. This will optimize development in the long term.
An ERP system is primarily used to plan resources, which of course includes employees. This means that they are automatically available in the system as a plannable resource for all processes.
The system checks legal requirements in the background. You don’t have to worry about anything.
Summarized data on individual employees allows you to carry out analyses or work out strategies – keyword personnel development. Lists and reports save time and make your day-to-day work much easier.
HR departments (or managing directors in small and medium-sized companies) are responsible for managing and maintaining personnel data. In the system, you have the option of creating an employee card for each team member. This is similar to customer cards or supplier cards that exist in other areas of the system. This makes it possible to store and maintain all employees in the system with the required data (e.g., master data, confidential data, qualifications, contact data, payment data) and even associated attachments (e.g., contracts).
One of the daily tasks of HR staff is to record absences and inform other employees about them. In the system, you have the option of noting absences (e.g., illness, vacation).
Depending on the size and structure of the company, the services of employees are allocated to different departments by the personnel.
In the system, resources are allocated to the respective areas. For example, project employees are planned directly in the project task lines.
Human resources personnel are particularly interested in reports on personnel information at certain key dates throughout the year. These include absences, birthdays, and qualifications.
You have the option to pull both predefined reports and create custom reports. Some predefined reports are already available in the standard:
We have been a Microsoft-certified partner for medium-sized businesses for over 20 years. We assist you with the implementation of Dynamics 365 Business Central, upgrading existing systems, or providing support for your current software. Our clients operate in a wide range of industries, as we do not offer pre-packaged solutions but instead provide tailored, near-standard solutions that are precisely adapted to your individual processes. No frills. Only what you truly need.
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