Dynamics 365 Human Resources: Streamline the preboarding experience
From Microsoft's description: “<h2>Business value</h2> <p>Preboarding gives candidates a clear, consistent way to complete requirements before their first day.”
<h2>Business value</h2> <p>Preboarding gives candidates a clear, consistent way to complete requirements before their first day. HR teams can reduce manual follow-ups, repeated data entry, and delays caused by incomplete information by using a structured process with configured validation and document requirements. A guided experience helps candidates understand what to do next, while HR administrators maintain a repeatable process that supports day-one readiness.</p> <h2>Capability details</h2> <ul> <li><strong>Guided candidate steps:</strong> Organize personal information, document uploads, right-to-work verification, tax and banking details, background verification, and day-one preparation into a structured flow.</li> <li><strong>Clear progress and task states:</strong> Present configured steps in a unified interface with consistent navigation and progress tracking.</li> <li><strong>Conditional steps:</strong> Adapt the flow based on country, role, or worker type.</li> <li><strong>Configurable requirements:</strong> Let HR administrators define templates, validation rules, document requirements, step dependencies, and gating logic.</li> <li><strong>Worker-record mapping:</strong> Map collected information to worker records.</li> <li><strong>Program-based assignment:</strong> Apply the configured flow to candidates assigned to the program, while administrators retain control over which steps are active.</li> </ul> <h2>Enablement</h2> <p>HR administrators enable and configure Preboarding through Feature management and Human resources parameters. They select the active steps and configure requirements and dependencies before assigning candidates to the program.</p>
Affected: Dynamics 365 Human Resources