Recruitment projects in Dynamics 365 HR

Recruitment is the process of finding and hiring the right person for a job. It involves searching for potential candidates and selecting the most qualified one.

In Dynamics 365 Human Resources, there are two ways to handle recruitment: Recruitment Projects and HR Recruitment. By default, Recruitment Projects is used unless HR Recruitment is enabled through feature management and HR settings.

• Recruitment Projects help organize and manage the hiring process for open positions within a company. An applicant is someone who applies for a job, and their application represents their interest in the position. One applicant can submit multiple applications for different roles within the same company or across different companies in an organization.

• HR Recruitment supports recruiting requests and helps transition candidates into employees. If your company uses an external recruitment system, the process might include:

  1. Submitting a recruitment request in Human Resources.

  2. Receiving candidate referrals from the external system.

  3. Completing the candidate approval process in Human Resources.

     
     

In this article, we will focus on Recruitment Projects, how they work, and how they can help streamline your hiring process.

Recruitment projects enable recruiters to track progress in filling one or more open positions. Each project identifies the department and job associated with the open positions and tracks the following information:

• The specific number of open positions

• The hiring manager and an alternative contact for the position

• The date the requisition was approved

• The application deadline

• The estimated start date

The recruitment project also includes the Job ad value, which is used on the Employee Self-Service page to advertise the opening. The opening can be shown to employees only if the recruitment project meets the following criteria:

• It has a Job ad value

• The 'Display on Employee Self Service' field is set to 'Yes'

• The Application deadline is set to a future date

• The Project status is set to 'Started'

Use the Application button to manage and review all applications for the recruitment project you are currently working on.

Recruiters can also record the Media used to advertise the opening through external outlets as well as track Developments against the project or applications.

The following are the possible recruitment project statuses and their descriptions:

• Scheduled: Recruiting efforts are being prepared, but recruitment has not yet started for this project.

• Started: Applications are now being accepted for the openings in this project.

• Finished: All openings for this project have been filled.

• Canceled: Recruitment has been canceled for this project.

  
  

Recruitment project parameters, The Recruitment tab settings control the document types used for automated messages sent to applicants. You can also specify which recruitment project will be used for unsolicited applications.

The Recruitment project aging setting determines how long a project remains active before appearing in the Aging projects section of the Recruitment management workspace.

Similarly, the application deadline warning setting helps track recruitment projects that are nearing their deadline. These projects will appear in the Application deadline approaching the section of the Recruitment workspace.

Recruitment workspace, The Recruitment Management workspace in Dynamics 365 Finance and Operations (D365FO) is designed to help HR teams track and manage recruitment activities efficiently.

Overview of the Screen

This workspace provides a summary view of key recruitment metrics and an overview of recruitment projects and interviews.

Key Sections

1. Summary Tiles (Top Section)

   • Aging projects → Shows recruitment projects that have been open for an extended period.

   • Application deadline approaching → Displays recruitment projects with deadlines nearing.

   • Open positions → Indicates the number of job openings.

   • Application inbox → Lists new applications that need review.

   • All applicants & All applications → Provides quick access to all applicants and their applications.

2. Recruitment Projects and Interviews (Bottom Section)

   • Displays a list of all active recruitment projects, their statuses, hiring managers, open dates, and application deadlines.

   • Tracks the number of applications received, confirmed, and interviews scheduled.

   • The left sidebar allows filtering projects and interviews (e.g., All projects, My interviews, All interviews).

Purpose of the Workspace

• Streamline hiring processes.

• Monitor recruitment project status.

• Track applications and interviews in one place.

In conclusion, the recruitment project in Dynamics 365 shows how using smart HR tools and automation can make the hiring process faster, more organized, and help businesses find the right people more effectively.