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D365HR Archives - 365 Community

CV screening with AI Builder + Power Automate + Teams

Hi there! I am absolutely obsessed with AI Builder and its capabilities to read and extract information from various types of documents. Recently, I discovered a new use case for the tool – creating an AI model to read CV information about job candidates! With its “Extract Custom Information from Documents” feature, AI Builder is making it easier to gather valuable insights from resumes, cover… Continue Reading...

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AI Builder + Power Automate: identity information management

Tired of manual, time-consuming processes when verifying job applicants’ identities? Enter AI Builder. This tool uses artificial intelligence to extract information from identity documents like passports, driver’s licenses, and more. With its ability to quickly and accurately process this information, it’s a game-changer for HR departments everywhere. Get ready to see how AI is revolutionizing… Continue Reading...

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D365HR: Candidate Communication and Meetings

Is not a secret that recruiting features within Dynamics 365 Human Resources have been improving. If you have a Dynamics 365 Finance and Operations environment, you can easily check it out. If you don’t have an environment I recommend you deploy one over here: Get Started with Finance | Microsoft Dynamics 365 and enable the Recruitment management module in Feature Management. In this… Continue Reading Ana Inés...

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The Power of Automated Leave & Absence Workflows

A workflow for leave and absence requests within Dynamics 365 Human Resources can automate the process of submitting, approving, and tracking employee leave requests. This can include the following steps: Employee submits leave request: The employee can use a form within Dynamics 365 to submit a leave request, including the start and end dates of the requested leave, the type of leave (e.g…. Continue Reading Ana Inés...

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Welcoming like a Boss with Power Automate + DocuSign + Approval Workflows

So you want to learn how to send those fancy welcome emails to your candidates? No problem, follow the guide below. First things first, you’ll want to log in to make.powerautomate. Once you’re in, you’ll want to check out the templates by clicking on the templates tab. Now, you’ll see a search bar in the top right corner, just type in “Welcome email”. You’ll find a couple of options, I’m...

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AI + Microsoft: The Future of HR

Hey there! Are you/your customers tired of dealing with repetitive HR tasks and looking for a way to streamline your processes? Look no further than AI + Microsoft. By integrating AI into your HR operations, you can automate repetitive tasks, improve efficiency, and make better decisions. In this article, we’ll explore some of the ways that AI can be used in HR and how the Microsoft platform,… Continue Reading Ana Inés...

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Presales Resources: Dynamics 365 Human Resources

The implementation of a Human Resources (HR) system is a critical step for any organization looking to streamline HR processes and improve the employee experience. Dynamics 365 Human Resources is a powerful solution that can help organizations do just that, but getting started can be a daunting task. In this article, we will explore the resources available to support presales teams in their… Continue Reading Ana Inés...

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AI Builder + Power Automate + Outlook + Teams
Dec21

AI Builder + Power Automate + Outlook + Teams

Ok, this is a fast and furious kind of post, because while I’m waiting for my plane to Uruguay I was looking for ideas but I discovered gold. What I’m about to share is something that you can do like right now. Let’s picture that the HR department receives a massive amount of emails every day, so it’s usual for them to forget to answer some of them. The problem is that some of those missing… Continue...

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Power Automate: Translate case management requests
Dec17

Power Automate: Translate case management requests

I’ve been in love with Power Automate for a while now. This means that I’m trying to use it for Human Resources scenarios and unleash the potential that the platform has. In this short blog, I’ll show you how we can use Power Automate to translate case management requests. ‍Business case The Power Company is an organization with a workforce distributed worldwide. Even when there’s an HR… Continue Reading...

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Onboard employees with Power Automate
Dec05

Onboard employees with Power Automate

I was trying to make something simple and fun. Thinking about HR challenges is something natural for me, that’s why I dived into the templates available in Power Automate and found something super simple but quite good. Sometimes simple is better. One of the most critical moments when starting a new relationship with your employee is to make them feel welcome and comfortable. With easy… Continue Reading Ana Inés...

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Recruitment management within D365 HR
Nov20

Recruitment management within D365 HR

For Microsoft documentation go to: Recruiting overview – Human Resources | Dynamics 365 | Microsoft Learn Manage recruiting processes – Human Resources | Dynamics 365 | Microsoft Learn Recruit job candidates – Human Resources | Dynamics 365 | Microsoft Learn Continue Reading Ana Inés Urrutia’s Article on their blog Recruitment management within D365 HR For Microsoft documentation go to: Recruiting overview...

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D365 HR: Benefits email notifications
Nov19

D365 HR: Benefits email notifications

Microsoft presented a very cool feature to send email notifications to employees and we are going to try it out! This feature will enable email notifications and reminders for workers in different scenarios. We are going to create just one template but bear in mind that you can create much more. ⚠️ REMEMBER TO ENABLE THE FEATURE ⚠️ Create a template Bear in mind that you can add as… Continue Reading Ana Inés Urrutia’s...

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Power Automate Process mining for HR (2.0)
Nov19

Power Automate Process mining for HR (2.0)

Microsoft recently announced this fantastic feature and I have been trying it little by little. Today I present you the 2.0 version of my previous post: Power Automate Process Advisor for HR (anainesurrutia.com). As you know, the Microsoft product team released this functionality, and because I wasn’t aware of the very basics I started slowly. Today I feel comfortable with you sharing a bit… Continue Reading Ana Inés...

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Power Automate Process Advisor for HR
Nov16

Power Automate Process Advisor for HR

Yesterday Process Advisor was announced by Microsoft adding some functionality to the existing one that will bring joy and problems to all of us. If you want to check the official documentation check here: Microsoft announces preview of new process mining capabilities within Power Automate | Power Automate Blog First of all, know that for this functionality you will need transactional data…. Continue Reading Ana Inés...

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Testing Power Apps Cards for HR Challenges.
Nov07

Testing Power Apps Cards for HR Challenges.

As you can see I’m learning all sorts of Power Platform stuff. In this article, we will go through the new Cards (preview) functionality. I choose to try it out with a simple scenario. Let’s create a simple card to gather information about food allergies. Log into make.powerapps and from the menu on the left select Cards. Then go to +Create a card. A new tab will open and you’ll need to… Continue Reading Ana...

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Power Pages: Employee self-service.
Nov03

Power Pages: Employee self-service.

I’ve been diving into Power Platform lately, kind of flirting with it, and I absolutely adore Power Pages. In this post, I’ll share how to deploy a Power Page, and customize it as a self-service portal for employees making it look pretty and functional. Please know that you can use the Dynamics 365 templates if you have any of these instances: Dynamics 365 Sales Dynamics 365 Customer… Continue Reading Ana Inés...

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D365 Human Resources for dummies.
Nov02

D365 Human Resources for dummies.

Dynamics 365 Human Resources for dummies is finally here… This is a must-read if you are a newby on D365 HR. The goal of this post is to help you dive into the unknown and bring some light on resources you can find across the web. Are there any learning paths in Microsoft Learn? Learn the fundamentals of Dynamics 365 Human Resources – Training | Microsoft Learn Get started and use… Continue Reading Ana Inés...

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D365 HR roadmap: what the future holds.
Nov02

D365 HR roadmap: what the future holds.

Hello HR Lovers. It’s been a while since I posted something related to D365 HR. Today we will cover what is planned to be released in the next couple of months regarding Dynamics 365 Human Resources. Please note that the releases may experience delays or changes. This article is written as of today: November 2nd, 2022. We will cover part of the 2022 wave 2 investments as shown in the picture… Continue Reading Ana Inés...

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From image to Power Apps: and HR use case.
Oct30

From image to Power Apps: and HR use case.

I believe this new functionality is cool because it allows people like me to create simple apps. What we are going to see today is how you can create an app from an image. Of course, I wanted to share an HR scenario with you. I’m bringing you a simple solution for small customers or low-budget HR departments. We are going to create a simple application portal for candidates and prospects…. Continue Reading Ana Inés...

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HR Sentiment analysis with Power Automate + Power Virtual Agents + Microsoft Teams
Oct27

HR Sentiment analysis with Power Automate + Power Virtual Agents + Microsoft Teams

This wasn’t an easy post. It was difficult getting to work with Power Automate and actually understanding how it works, BUT, I made it. As Lady Gaga said, you can do anything if you put your mind to it, so here I am… In this article, we will see how we can use the sentiment analysis functionality from AI Builder to collect inputs and answer them in 3 possible scenarios: positive, negative,… Continue Reading Ana Inés...

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Power Apps & Pages for D365 HR
Oct23

Power Apps & Pages for D365 HR

As part of the infrastructure merge, I need to start using Dynamics 365 Finance and Operations to showcase, demo, and create content. That’s purely the reason why I’m using it. Believe me, If I could I would still use my beloved standalone Dynamics 365 Human Resources. The truth is that neither of the platforms are providing some functionalities that are part of the core HR processes. Of… Continue Reading Ana Inés...

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Employee Self-Service components: header.
Sep08

Employee Self-Service components: header.

Regarding self-service capabilities Dynamics 365 Human Resources (now back available in FnO) provides some good options. We will zoom in and understand more about this module in the next posts. Come and join us! The first thing you need to know is that most of the time Employee Self-Service, as well as Manager Self-Service, are often the last modules that come to life. Why? Because it… Continue Reading Ana Inés Urrutia’s...

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Entrevista Power Platform y Amigos
Aug07

Entrevista Power Platform y Amigos

Continue Reading Ana Inés Urrutia’s Article on their blog Entrevista Power Platform y Amigos No Description Blog Syndicated with Ana Inés Urrutia’s...

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This is NOT another Release notes post.
Jul12

This is NOT another Release notes post.

If you are looking for a brief summary of the release notes, I’m afraid you won’t find it here. After creating entries about these highlights a couple of times, I realized that it doesn’t make sense for me to share something you can read in a precise and excellent way delivered by the Product team at Microsoft. Find the complete Release Notes for Wave 2 2022 over here:

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⚔️ D365 HR vs VIVA ⚔️
Jun28

⚔️ D365 HR vs VIVA ⚔️

During Microsoft Cloud Community Event – Scottish Summit 2022 I had the pleasure of sharing a scenario with some fantastic folks speaking about Dynamics 365 Human Resources and Microsoft Viva. Below you can find the recording, watch this session if you want to see us battle to find the perfect solution to design the perfect Employee Experience using different Microsoft Platforms such as… Continue Reading Ana Inés...

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Managing Data – the game changer
Jun17

Managing Data – the game changer

One of the things we all learn as consultants are to manage data. If it is not the first, it is probably the second activity we do when we start working in this fantastic world. If you are here because you are new, WELCOME! This guide will help you understand why Data Management is important and why this could be a really interesting solution for your toolbox. It may not be the most… Continue Reading Ana Inés Urrutia’s...

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The good bits from D365 FnO
Jun11

The good bits from D365 FnO

From the bottom of my heart, I never thought I was going to write an article with this title, but life has this weird way of letting you know you are not in control. As many of you know I’m a Dynamics 365 Human Resources Advocate and will stand after it for life, but coming clean there are some good bits that I’m starting to get to know from Dynamics 365 Finance and Operations. There are two… Continue Reading Ana...

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The importance of HR Competencies
May15

The importance of HR Competencies

Once in a while is good to remember the roots, after re-reading one of my favorite business books – The HR Scorecard – Huselid, Becker, Ulrich (2001) – I realized it was good to write an article combining one of the most amazing things I’ve found in the book + my personal experience with technology. We experienced a sudden change regarding how and when we work, and a major factor started to… Continue...

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Helping HR work smarter
May06

Helping HR work smarter

Human Resources is a highly demanded department, and lots of things happen. Waves come and go and it’s important to keep track of all the activities related to standard processes to make sure everything works correctly. Processes like training, recruiting, onboarding, performance reviews, and so on. Fortunately, there’s a feature within Dynamics 365 Human Resources that we can use to make… Continue Reading Ana Inés...

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I invite you to: Microsoft Viva Days 2022
May06

I invite you to: Microsoft Viva Days 2022

Microsoft Viva Days 2022 is around the corner and I’m happy to say I’ll be there with a lot of my friends from the ´other side´. Find below when, where, and tickets. ️ May 14 Online ️ Microsoft Viva Days – 2022 Tickets, Sat, May 14, 2022 at 9:00 AM | Eventbrite This is the line-up and looks fantastic, right? See you there? Continue Reading Ana Inés Urrutia’s Article on their blog 👋 I invite you to: Microsoft...

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Onboard, Crossboard and Offboard made easy!
Apr21

Onboard, Crossboard and Offboard made easy!

Working in HR it’s always a challenge, and missing tasks is something that usually happens. Why? Because there’s a lack of resources or technology that supports processes. As usual, in this entry, I’ll show you the power of Dynamics 365 Human Resources and how it can help you. Let’s start from the basics What is onboarding? It is the process Human Resources uses to welcome a new joiner to… Continue...

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I invite you to: Dynamics Meetup Deutschland
Apr15

I invite you to: Dynamics Meetup Deutschland

Next week I’ll be presenting at Dynamics Meetup Deutschland, a session about the infrastructure merge from Dynamics 365 Human Resources. I’ve been a bit passionate about this topic lately and I know there are lots of questions about it, so if you feel like this is a Meetup for you, you can find us here: Microsoft Dynamics Meetup Deutschland – Apr 2022, Thu, Apr 21, 2022, 7:00 PM | Meetup Continue Reading Ana Inés...

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I invite you to: Microsoft Reactor – Toronto
Apr13

I invite you to: Microsoft Reactor – Toronto

Join us to learn a bit more about the differences between two platforms that solve the same HR challenges. This battle will end soon, and we want to share with you how is going to impact your customers and your sales pitch as well. Our aim is to share with you how you can deliver a consistent and integrated solution, empowering every person and every organization on the planet to achieve… Continue Reading Ana Inés...

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Manager, take care of your employees!
Apr06

Manager, take care of your employees!

With great power comes? Yes, great responsibility. Everyone knows this quote even without having watched the film (if you didn’t, have a look at this video: Uncle Ben- With Great Power Comes Great responsiblities–HD – YouTube). The thing is executing a leadership role is much more than just assigning tasks or approving vacations. Managers, besides all daily activities and taking care of all… Continue Reading...

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Beware of duplicate employee records!
Mar31

Beware of duplicate employee records!

Today I bring you one simple but smart feature from Dynamics 365 Human Resources that will prevent you from making any mistake during the hiring process. Basically, once your implementation is done and your customer starts using the platform, part of the regular HR tasks is to hire people. As a smart platform D365HR prevent users from duplicating records. It’s quite simple. Log into… Continue Reading Ana Inés...

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How to handle cases within D365 HR
Mar20

How to handle cases within D365 HR

I’ve wanted to write about this for a while. In one of the biggest projects I was involved in as a consultant, I got the chance to manage this stream for the customer business problem. It was a very large project and the complexity was above the sky. At the moment we used D365 HR + another solution to address this complexity according to customer needs. Today I’m bringing you a simpler view of… Continue Reading Ana...

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I invite you to: Teams Nation 2022
Mar09

I invite you to: Teams Nation 2022

Teams Nation is around the corner – only happening in a couple of weeks – and I’m pleased to tell you I’ll be presenting a session. If you don´t know what Teams Nation is, let me tell you is a fantastic event that gathers a LOT of content from different tracks. This means that is not focused on technology, but mainly on the topics that different speakers want to share along with Microsoft… Continue...

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I invite you to: D365 F&O Summit 2022
Mar08

I invite you to: D365 F&O Summit 2022

Dynamics 365 Finance Operations Summit 2022 will be happening next month. A lot of content it’s offered for free and you have the chance to learn from the bests in this field. As we know, Finance and Operations applications include: Finance Project Operations Supply Chain Management Commerce Human Resources… almost. Many of you may know that D365 Human Resources will soon be part… Continue Reading Ana Inés...

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New BM Journey – 7 Confirm enrollment.
Feb19

New BM Journey – 7 Confirm enrollment.

The process has been run, all steps are almost covered, what’s needed? Confirm plan enrollment and check workers’ benefits. Let’s go ahead and get over this, please! Confirm plan enrollment Once the process has been executed and we got results, we need to confirm the enrolment for our workers. Log into Dynamics 365 Human Resources > Benefits management > Benefits plans. Once you reach… Continue Reading...

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New BM Journey – 6 Enrollment eligibility process.
Feb19

New BM Journey – 6 Enrollment eligibility process.

We need to run our Enrollment eligibility process, which allows us to make the potential match between benefits plans and employees. Think about it as Tinder, yes I know you have never used it before but I’m sure some of your friends told you how it works. Matching with someone doesn’t mean you will advance with a date, in this case with Dynamics 365 Human Resources is pretty much the same,… Continue Reading Ana Inés...

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New BM Journey – 5 Benefits plans
Feb19

New BM Journey – 5 Benefits plans

Finally, we can set up our benefits plans and glue together all configuration items to make this module work! Let’s go for it. Once again, dive into Dynamics 365 Human Resources > Benefits Management. Once you are there, under the tile of Plans select Benefits Plans. A new tab will open, configure the items as desired It looks like we are done, but actually, there’s an important step… Continue Reading Ana Inés...

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New BM Journey – 4 All about config
Feb19

New BM Journey – 4 All about config

Well done getting here, this is where the stuff gets interesting and we are able to start setting up our configuration elements on the Benefits Management module within Dynamics 365 Human Resources. This is going to be kind of the core article, as we need to set a lot of elements, but no worries, I’m here to help you 🙂 For all the elements we will config now, you will need to log into… Continue Reading Ana Inés...

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New BM Journey – 3 Parameters and shared parameters.
Feb19

New BM Journey – 3 Parameters and shared parameters.

Now that we already completed all previous steps for the module, we can actually start diving into Benefits management. Our first stop will be Human Resources Parameters and Human Resources shared parameters. There is not much to do, but there are a couple of interesting things you can add or edit if you feel like doing it. To access any of these parameters, you need to go into Dynamics 365… Continue Reading Ana Inés...

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New BM Journey – 2 Previous elements
Feb19

New BM Journey – 2 Previous elements

Once you enable the feature you will need to cover some previous elements that will let you advance in the new benefits management module implementation. Worker salary Setting the Compensation Management module is mandatory before implementing the Benefits Management one. So if you are in this stage, I recommend you review this walkthrough beautifully put together by Tom Elliott Fixed… Continue Reading Ana Inés Urrutia’s...

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New BM Journey – 1: Introduction and enabling the feature.
Feb19

New BM Journey – 1: Introduction and enabling the feature.

I don´t exactly remember the date, but we’ve been blessed with a new, complex, and challenging benefits management feature within Dynamics 365 Human Resources that despite being really hard to understand – at least for me – it is much more complete and will help us deliver a better experience for customers. Compared to the previous one, this module is supporting other scenarios already seen… Continue Reading...

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New BM Journey: the path
Feb19

New BM Journey: the path

Welcome to my first-ever guide into a piece of complex functionality. I’m going to share several posts revealing elements, processes, and configurations needed for the new benefits management functionality within Dynamics 365 Human Resources. Beware: this will not be a simple process, accept this fact from the beginning, accepting it will make you much happier. In the following links you… Continue Reading Ana Inés...

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Dynamics 365 Human Resources 2022 release wave 1
Jan25

Dynamics 365 Human Resources 2022 release wave 1

Finally, it’s time for the first release notes for 2022 – wave 1 is upon us and it’s awesome! Like the previous releases the team behind HR has focused on three key areas, this time those areas are: Improving business automation: Equip HR professionals with the ability to tailor experiences and automatically complete processes when employees are joining, leaving, and moving within an… Continue Reading Malin...

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D365 HR 2022 | Wave 1: Release Notes
Jan25

D365 HR 2022 | Wave 1: Release Notes

Exciting time of the year when the release notes come to life, right? Once again I’m delighted to share with you the upcoming features for Dynamics 365 Human Resources. Some of the functionalities added to the roadmap were suggested by the community and that tells a lot about the Product Team managing Dynamics 365 Human Resources and how they listen to customers, partners, and the community in… Continue Reading Ana Inés...

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Set up a course on D365 HR
Jan23

Set up a course on D365 HR

Hey! Sharing a quick article on creating a course on Dynamics 365 Human Resources First, you will need to create your course types and then create the courses. Keep reading the guide to understand how the Learning module works 🙂 Create course types Log into D365 HR Dashboard > Learning A new tab will open and a Power BI will start to load, as we don´t want the BI yet, you select Links…. Continue Reading Ana Inés...

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Why you should be taking care of your EX journey.
Jan16

Why you should be taking care of your EX journey.

Until now, the main focus for Human Resources departments and staff has been the attraction of new talent to join the company. Due to several reasons – including hybrid work, turnover, workforce satisfaction, and other factors – Employee Experience has gained protagonism and it is now part of the Chief Human Resources Officer and team agenda. It makes no sense to hire the right talent with a… Continue Reading Ana...

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