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HR and Payroll for Business Central

HR and Payroll for Business Central

HR Dashboard Overview – Employee Tile

The HR Dashboard has six tiles to assist with navigation. The Employee tile contents are listed below.

Employee Tile

Employee Actions
Employee Maintenance

Employee Actions

Add New Hire – Add New Hire without using the Applicant Tracking/Onboarding process.
Self-Service Setup – Setup employees to use Self-Service.
Terminate Employee – Process Employee Termination.

Employee Maintenance

Achievement – Add employee achievements
Alternate Rate – Add Alternate rate w/type and with start and stop dates
Certificate – Add employee certifications with Issue and Expiration date (also attach document)
Class – Add education/class with completion and expiration date, (also attach document)
Class (rapid enroll) – can add all employees to a class at the same time/can also specify by department
Compensation – Adjust compensation with rate/type/date/reason
Custom Form – Assign custom form to employee for signature (will stay with employee electronic file)
Direct Deposit Alt – Setup up to 4 direct deposit accounts for employee
Document (employee) – location of electronic forms employee has completed (can add or download forms also)
Document (company) – Company documents can be found here and viewed and/or a report of documents downloaded
Education – Add employee education/degree
Emergency Contact – Add employee emergency contact information
Employment Screening – view employees that have been submitted for screening with client vendor / if vendor other than national crime search, need to check on ability to integrate with that provider (can only access if user has permission/user agreement)
I-9 – Review and approval of I-9 form
License – Add employee license with Issue and Expiration date (also attach document)
Note – Can be used for HR Note on employee or at client discretion (also attach document)
Pay History – Employee pay stubs/pay history
Position Organization – add compliance updates with effective dates/transfer employee to new supervisor and/or department. Reporting is tied to this area should be used for these changes as much as possible
Property – add/or review property issued to employee
Review –Schedule an employee for review. Does not send a workflow but this is on the radar for the future
Skill – Add a skill to employee record (also attach document)
W-2 – Review employee W-2 and download
W-4 – Review employee W-4 and download

Questions / Resources
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Last Review: 02/15/2022

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