RM578897 - Dynamics 365 Human Resources: Streamline the preboarding experience

Microsoft 365 Roadmap

Summary

Business value

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Published

Nov 6, 2026

Status

In development

Release

General Availability
Preview

Platforms

Web

Service

Dynamics 365 Human Resources

Tag

In development
General Availability
Preview
Worldwide (Standard Multi-Tenant)

Cloud

Worldwide (Standard Multi-Tenant)

Description

Business value

Preboarding gives candidates a clear, consistent way to complete requirements before their first day. HR teams can reduce manual follow-ups, repeated data entry, and delays caused by incomplete information by using a structured process with configured validation and document requirements. A guided experience helps candidates understand what to do next, while HR administrators maintain a repeatable process that supports day-one readiness.

Capability details

Guided candidate steps: Organize personal information, document uploads, right-to-work verification, tax and banking details, background verification, and day-one preparation into a structured flow.

Clear progress and task states: Present configured steps in a unified interface with consistent navigation and progress tracking.

Conditional steps: Adapt the flow based on country, role, or worker type.

Configurable requirements: Let HR administrators define templates, validation rules, document requirements, step dependencies, and gating logic.

Worker-record mapping: Map collected information to worker records.

Program-based assignment: Apply the configured flow to candidates assigned to the program, while administrators retain control over which steps are active.

Enablement

HR administrators enable and configure Preboarding through Feature management and Human resources parameters. They select the active steps and configure requirements and dependencies before assigning candidates to the program.

GA date: December CY2026

Preview date: October CY2026