This post tells you how you create checklists in Dynamics 365 for Talent
Category: Onboarding
MB6-898 Set up and use task management
The last set of skills testet in Configure and Use the Onboarding, Offboarding, and Transition Processes (20 - 25%) is Set up and use task management Describe the various types of task management scenariosprovide examples for uses of task managementdescribe the setup components for a task management checklistcreate checklistsapply a checklist to a worker
MB6-898 Send a guide to a worker
When you created your guide and want to send it to the new employee you click the send button on the top right corner Guide ready to send If you want to send the email as it is, you can click send. If you want to edit the email you click the "Customize the email… Continue reading MB6-898 Send a guide to a worker
MB6-898 Add contacts and resources to a welcome guide
Contacts When you go to the contacts tab the person that created the guide is already added to the list, and you can add other relevant contacts for the new employee. To add a new person you click "+ New contact" Contacts tab When you click the "+New contact" you get a pop-up where you… Continue reading MB6-898 Add contacts and resources to a welcome guide
MB6-898 Build an activities list for a welcome guide
How you build an activities list for a welcome guide in Dynamics 365 for Talent.
Malin Martnes 