Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
HumanResourcesFlow 365 · Core HR
Core HR and the employee lifecycle on Dynamics 365
From the first day to the exit settlement, one employee record follows the person through every change.
What it adds
HumanResourcesFlow 365 Core HR extends the standard Dynamics 365 HR employee record with onboarding checklists, contract and probation reminders, approved moves and promotions, HR cases with generated letters, self-service requests and a controlled exit.
Onboarding that is tracked to completion
Checklists, documents, assets and introductions are assigned and tracked to completion.
Contracts and probation
The employment contract, probation reviews and renewals are managed with reminders.
Approved moves and promotions
Transfers, promotions and pay changes go through approval and update the record.
HR cases
Disciplinary, grievance and HR cases are run with hearings, outcomes and generated letters.
Self-service
Leave, requests and personal details are handled in self-service and approved by workflow.
Exit and settlement
Exit interview, clearance checklist and final settlement close the record.
How an employee flows through HumanResourcesFlow 365
From the first day to the exit settlement, one employee record follows the person through every change.
Start New hire or change
- HR Onboard Checklists, documents, assets and introductions are assigned and tracked to completion.
- HR Contract and probation The employment contract, probation reviews and renewals are managed with reminders.
- Line manager Move and promote Transfers, promotions and pay changes go through approval and update the record. Control point
- HR Handle cases Disciplinary, grievance and HR cases are run with hearings, outcomes and generated letters.
- Employee Request and self-serve Leave, requests and personal details are handled in self-service and approved by workflow.
- HR and finance Exit and settle Exit interview, clearance checklist and final settlement close the record.
Result One complete employee record
Frequently asked questions
What is the control point in the lifecycle?
Transfers, promotions and pay changes go through approval before they update the employee record.
Is there one employee record?
Yes. Onboarding, contract, moves, cases, requests and exit are all recorded on the same employee record.
How an engagement runs
01
02
03
04
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.