Dynamics 365 Employee Performance Review Time!

Oh No!  Performance Review Time again!

Don’t dread performance review time.  Use Microsoft Dynamics 365 for Finance and Operations Performance Tracking to make the annual task simple and enjoyable.

In Dynamics AX 2012, by creating goals, discussions and rating models, employee performance tracking is no longer a painful task. Improvements in Dynamics 365 have taken Performance Tracking to an even higher level, making Performance Journals, Reviews and Reporting available.

Performance Information Set Up

Navigate to Human Resources > Performance > Setup.  Here you will find all of the elements of the Performance Tracking:

  • Goal Category
  • Measurements
  • Goal Templates
  • Goal Groups
  • Review Types
  • Performance Period
  • Performance Journal Source Types
  • Review Templates

Once the setup is complete, Employees and Managers can utilize the Performance Journal to track performance during the year, set individual goals, and document the review process found by navigating to Human Resources > Performance.

Goal Categories:

Click New.

Enter a Category, followed by a description of the Category, and check the Active checkbox.

Human Resources Performance Dynamics 365


Create the various measurements to be used in Performance Management using this form:

Dynamics 365 Human Resources Performance Measurement

Goal Templates:

Goal Templates contain information about the Goal including an overview, measurements, activities, and attachments.

Dynamics 365 HR Performance Goal Templates

Measurements can be indicated as normal goals or as stretch goals.  These are the measurements created in the above section:

Dynamics 365 Human Resources Performance Goal Templates

Activities require a Performance Journal Source Type to be selected from the drop down:

Human Resources Performance Goal Templates Dynamics 365

Goal Groups:

Goal Groups categorize the goal templates.  The Goal Groups can be associated with specific Jobs and/or departments.

Human Resources Performance Goal Groups Dynamics 365

Review Types:

Review Types are constructed to determine the framework for the reviews and how formal or informal they will be.

Performance review types

Performance Periods:

Performance Periods are defined to put time frames around the Performance Tracking.

performance period hr d365

Performance Journal Source Types:

This form demonstrates who owns the Performance Journal Sources, and is used to disable the Performance Praise option, if desired.

Performance journal source types

Review Templates:

Templates to be used to structure the various discussions are created using this form and include a Review Overview, Goals, and Competencies, as well as Activities and a General Tab.

review templates

Performance Tracking:

Using the Setup information, Navigate to Human Resources > Performance.  Performance Journals, Goal Assignments, Reviews, and Reporting are accessed from here.

performance tracking in dynamics 365 human resources


Have other Microsoft Dynamics AX/365 inquiries or needs? Visit our Dynamics 365 page to see how our experts can help!

For more information please contact Ellipse Solutions at info@ellipsesolutions.com or by calling our corporate office at (937) 312-1547.

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