Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
HumanResourcesFlow 365 · Performance
Performance management on Dynamics 365
From the appraisal cycle to a development plan and a certified skill, in one connected process.
What it adds
HumanResourcesFlow 365 Performance extends the standard Dynamics 365 HR appraisals with cycle templates and rating scales, weighted goals and competencies, self, manager and 360 feedback against the same goals, and moderation with sign-off by every party.
Templates and rating scales
Templates and rating scales are set, numeric or qualitative, and the cycle is opened.
Weighted goals and competencies
Goals and competencies are agreed with the manager and weighted.
Self, manager and 360 review
Self review, manager review and 360 feedback are collected against the same goals.
Moderation and sign-off
Ratings are moderated and signed off by every party.
Development planning
Training needs and development plans come from the results, and requests are approved.
Skills on the record
Sessions, evaluations and certifications are recorded on the employee.
How performance and learning flow through HumanResourcesFlow 365
From the appraisal cycle to a development plan and a certified skill, in one connected process.
Start Appraisal cycle opens
- HR Set up the cycle Templates and rating scales are set, numeric or qualitative, and the cycle is opened.
- Employee Set goals Goals and competencies are agreed with the manager and weighted.
- Employee and manager Review Self review, manager review and 360 feedback are collected against the same goals.
- Approver Moderate and sign off Ratings are moderated and signed off by every party. Control point
- HR Plan development Training needs and development plans come from the results, and requests are approved.
- Training Learn and certify Sessions, evaluations and certifications are recorded on the employee.
Result Ratings, plans and skills on record
Frequently asked questions
Can ratings be numeric or qualitative?
Both. Templates and rating scales are set per cycle, numeric or qualitative.
Where is the control point?
Ratings are moderated and signed off by every party before development plans come from the results.
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.