(RUS) Configure staff administration information for workers
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Microsoft Dynamics AX 2012 R2 Payroll for Russia Feature Pack requires an established company structure, staff administration codes, and parameters to function efficiently. This topic describes the basic setup of staff administration codes for the nationality, marital status, document arguments, and the creation of job details for a worker.
Prerequisites
The following table shows the prerequisites that must be in place before you start.
Category |
Prerequisites |
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Version |
Microsoft Dynamics AX 2012 R2 Payroll for Russia Feature Pack |
Country/region |
The primary address for the legal entity must be in the following countries/regions: Russia |
Related tasks |
In the Party form, create a party as a person and make the person a core worker. For more information, see Create a party record and Global address books and address reference data. Make sure that a core worker is created as an employee. For more information, see (RUS) Create a worker. |
1. Creating nationality and marital status codes
The nationality and marital status of a worker are represented using classification codes. A nationality code corresponds with the nation where the employee is employed. A marital code indicates the present marital status of the employee. Use the Nationality and Marital status forms to enter the identification code for the nationality and marital status for a worker. You can also enter a description for the identification codes. The information in these forms is used throughout the payroll process.
2. Create employee categories
You can use the Employee categories form to categorize employees as executives, specialists, service staff, workers, and other classes. The category identification codes can be used later for job titles.
To create employee categories, follow these steps:
Click Payroll (Russia) > Staff administration > Structure > Employee categories.
Click New to create a code for an employee category.
You can use the fields on the Parameters tab to specify the report configuration for printing. Use the information in the following table to decide how the statutory report will be generated.
Fields
Purpose
Quantity on structures
Select this check box to include the number of workers for this rank, category, or class on the report.
Differentiation on categories
Select this check box to include rank, category, or classes of qualification on the report.
Up to
Enter the number of divisions by rank, category, or class.
Note
The Up to field is available only if the Differentiation on categories check box is selected.
Category type
Select rank, category, or class as the category type.
Note
The Category type field is available only if the Differentiation on categories check box is selected.
3. Create job titles, ranks, categories, and classes
You can create job titles in an organization, use them to establish either full-time or contractual positions, and employ workers to the positions.
To define job qualifications you can create the desired grades or levels for the following type of classifications: rank, category, or class. When a new position, either full-time or contractual is introduced in the organization, in addition to the selected job title, the desired type of classifications and the appropriate grades or levels can also be defined. This information is used to classify the requirements for the qualification of a person who is to be assigned to such a position.
Categories, classes, and ranks are sub levels that indicate different job grades. For example, if you have hired an employee for the newly created position of first class driver, you can print an employment order by stating that the employee is hired for the position of Driver, and that his class level is 01.
To create a job title, follow these steps:
Create a job title
You can use the Positions form to create a job title for the company. To create a job title, follow these steps:
Click Payroll (Russia) > Staff administration > Structure > Positions.
–or–
Click Payroll (Russia) > Setup > Department > Positions.
Click New to create a job title.
On the Overview tab, in the Title field, enter the job title code.
In the Code of a category field, select the employee category code from the created in advance hierarchical structure of categories.
Note
In the Employee categories form, you can select parameters for staff administration reports. For more information, see 2. Create employee categories.
Optional: In the Type of structure field, select any one of the staff types:
Air - Indicates job titles of flight crew.
Floating - Indicates job titles of ships’ crew.
On the Description of a position tab, in the Note field, enter additional information for the specified position.
Create class, category, or rank of an employee
You can use the Classes\categories form to create a class, category, or rank of an employee. To select the class, category, or rank of an employee, follow these steps:
Click Payroll (Russia) > Staff administration > Structure > Classes\categories.
Click New to create a class, category, or rank.
On the Overview tab, in the Number field, enter a number for the selected category type.
In the Category type field, select rank, category, or class.
In the Description field, enter a description for the selected category type.
4. Create document arguments
Document argument components include the source document code, which specifies the arguments of the employee due to which he is dismissed. You can define the lists of types of document arguments like application and memorandum. You can select any of these documents as an argument for a desired action when you register the document received from the employee. The document arguments may be created for one of the following events:
An employee applies to leave the company voluntarily.
The company introduces a new internal memorandum for organization restructure.
To create document arguments, follow these steps:
Click Payroll (Russia) > Staff administration > Setup > Document-argument names. You can set up codes for the original documents that are used in the Document-arguments form. Click New to create a new line.
In the Document type field, enter a code for the document argument type.
Note
The values entered in the Document type field are user-defined. It could be any type of form like an application form or a company memorandum.
In the Document name field, enter the original document name, and then close the form.
Click Payroll (Russia) > Staff administration > Setup > Document-arguments. Click New to create a line, and specify the following field details.
Field
Description
Document code
Retain or modify the code for the document argument.
Note
A document code is automatically displayed according to the number series that is assigned to the document code in the Parameters form.
Document type
Select the document argument type code.
Document number
Enter the document argument number.
Document date
Select the ending date for the completion of the original document.
Next step
(RUS) Hire, transfer, and dismiss a worker
Related tasks
(RUS) Configure organizational information
Technical information for system administrators
If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.
Category |
Prerequisite |
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Configuration keys |
Click System administration > Setup > Licensing > License configuration. Select the CIS Payroll and CIS Staff administration configuration keys. |
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Security roles and duties |
To perform this task, you must have the following roles:
To configure staff administration information for workers, you must be a member of a security role that includes the following duties:
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Security roles and privileges |
To configure staff administration information for workers, you must be a member of a security role that includes the privileges that are described in the following table.
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