Human resource assistant security role (HcmHumanResourceAssistant)

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 Feature Pack, Microsoft Dynamics AX 2012

The Human resource assistant security role represents a user who documents human resource events and responds to human resource inquiries.

Duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.

Duty name	Duty AOT name	Duty description
Enable case management	CaseCaseManagementEnable	Set up policies and reference data to enable the case management process
Enable organizational process	HcmOrganizationalProcessEnable	Set up policies and reference data to enable the organizational process
Enable questionnaire process	HcmQuestionnaireProcessEnable	Set up policies and reference data to enable the questionnaire process
Enable skills management process	HcmSkillsProcessEnable	Set up policies and reference data to enable the skills management process
Enable workforce management process	HcmWorkforceProcessEnable	Set up policies and reference data to enable the workforce management process
Inquire into absence process	HcmAbsenceProcessInquire	Respond to inquiries about absence data
Inquire into absence transactions	HcmAbsenceTransactionInquire	Respond to inquiries about absence transactions
Inquire into jobs and positions	HcmJobPositionInquire	Respond to inquiries about job and position data
Inquire into organizational process	HcmOrganizationalProcessInquire	Respond to inquiries about organizational reference data
Inquire into payroll process	HcmPayrollProcessInquire	Respond to inquiries about payroll data
Inquire into performance process	HcmPerformanceProcessInquire	Respond to inquiries about worker-related performance data
Inquire into skills data	HcmSkillInquire	Respond to inquiries about skills data
Maintain cases	CaseCasesMaintain	Maintain cases
Maintain employee cases	CaseEmployeeCasesMaintain	Maintain employee cases
Maintain job and position master	HcmJobPositionMaintain	Maintain jobs and positions
Maintain questionnaire transactions	HcmQuestionnaireTransactionMaintain	Document and record questionnaire transactions
Maintain Retail POS permissions	RetailPOSPermissionsMaintain
Maintain skills	HcmSkillMaintain	Document and record skills
Maintain worker bank accounts	HcmBankAccountsMaintain	Maintain worker bank account information
Maintain worker master	HcmWorkerMaintain	Maintain workers
Maintain worker personal identifications	HcmPersonIdentificationMaintain	Maintain worker personal identification information
Maintain worker user requests	HcmWorkerUserRequestMaintain	Maintain and submit worker user requests
Review case process	CaseCaseProcessReview	Monitor, analyze, and improve the case process

Duties in Microsoft Dynamics AX 2012 R2

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.

Duty name	Duty AOT name	Duty description
Approve position actions	HcmPositionActionApprove	Approve personnel actions that have a Position-create type or Position-modify type
Change multiple position values simultaneously	HcmPositionMassUpdate	Update multiple position values at the same time. For example, position details, duration, relationships, financial dimensions, labor unions, and payroll position information.
Enable case management	CaseCaseManagementEnable	Set up policies and reference data to enable the case management process
Enable organizational process	HcmOrganizationalProcessEnable	Set up policies and reference data to enable the organizational process
Enable personnel actions process	HcmActionTypeSetupEnable	Set up policies and reference data to enable the personnel actions process
Enable questionnaire process	HcmQuestionnaireProcessEnable	Set up policies and reference data to enable the questionnaire process
Enable skills management process	HcmSkillsProcessEnable	Set up policies and reference data to enable the skills management process
Enable workforce management process	HcmWorkforceProcessEnable	Set up policies and reference data to enable the workforce management process
Inquire into absence process	HcmAbsenceProcessInquire	Respond to inquiries about absence data
Inquire into absence transactions	HcmAbsenceTransactionInquire	Respond to inquiries about absence transactions
Inquire into forecast positions	HcmForecastInquire	Respond to inquiries about forecast position data
Inquire into jobs and positions	HcmJobPositionInquire	Respond to inquiries about job and position data
Inquire into organizational model	OMOrganizationsInquire	Respond to inquiries about organization and organization hierarchy master data
Inquire into organizational process	HcmOrganizationalProcessInquire	Respond to inquiries about organizational reference data
Inquire into payroll process	HcmPayrollProcessInquire	Respond to inquiries about payroll data
Inquire into performance process	HcmPerformanceProcessInquire	Respond to inquiries about worker-related performance data
Inquire into position actions	HcmPositionActionProcessInquire	Respond to inquiries about position actions
Inquire into questionnaire transactions	HcmQuestionnaireTransactionInquire	Respond to inquiries about questionnaire transactions
Inquire into skills data	HcmSkillInquire	Respond to inquiries about skills data
Maintain cases	CaseCasesMaintain	Maintain cases
Maintain employee cases	CaseEmployeeCasesMaintain	Maintain employee cases
Maintain forecast position master	HcmForecastMaintain	Maintain forecast positions
Maintain job and position master	HcmJobPositionMaintain	Maintain jobs and positions
Maintain position actions	HcmPositionActionProcessMaintain	Maintain position actions
Maintain questionnaire transactions	HcmQuestionnaireTransactionMaintain	Document and record questionnaire transactions
Maintain Retail POS permissions	RetailPOSPermissionsMaintain
Maintain screenings that workers may be required to take	HcmPersonScreeningMaintain	Allow user to maintain screening data
Maintain skills	HcmSkillMaintain	Document and record skills
Maintain worker bank accounts	HcmBankAccountsMaintain	Maintain worker bank account information
Maintain worker master	HcmWorkerMaintain	Maintain workers
Maintain worker personal identifications	HcmPersonIdentificationMaintain	Maintain worker personal identification information
Maintain worker user requests	HcmWorkerUserRequestMaintain	Maintain and submit worker user requests
Review case process	CaseCaseProcessReview	Monitor, analyze, and improve the case process
Set up payroll positions and workers	PayrollPositionWorkerSetupMaintain	Set up positions and workers for payroll
Set up position action workflows	HcmPositionActionWFProcessEnable	Create or modify position action workflows

Duties in Microsoft Dynamics AX 2012 R3

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.

Duty name	Duty AOT name	Duty description
Enable case management	CaseCaseManagementEnable	Set up policies and reference data to enable the case management process
Review case process	CaseCaseProcessReview	Monitor, analyze, and improve the case process
Maintain cases	CaseCasesMaintain	Maintain cases
Maintain employee cases	CaseEmployeeCasesMaintain	Maintain employee cases
Inquire into absence process	HcmAbsenceProcessInquire	Respond to inquiries about absence data
Inquire into absence transactions	HcmAbsenceTransactionInquire	Respond to inquiries about absence transactions
Enable personnel actions process	HcmActionTypeSetupEnable	Set up policies and reference data to enable the personnel actions process
Maintain worker bank accounts	HcmBankAccountsMaintain	Maintain worker bank account information
Inquire into records needed for compliance reporting	HcmComplianceInquire	Review data needed to complete mandatory reports
Inquire into data that is available in the human resource cube	HcmCubeInquire
Inquire into forecast positions	HCMForecastInquire	Respond to inquiries about forecast position data
Maintain forecast position master	HcmForecastMaintain	Maintain forecast positions
Set up position budgeting	HcmForecastPositionBudgetMaintain	Add, edit, and delete all setup information that is used for position budgeting
Inquire into jobs and positions	HcmJobPositionInquire	Respond to inquiries about job and position data
Maintain job and position master	HcmJobPositionMaintain	Maintain jobs and positions
Enable organizational process	HcmOrganizationalProcessEnable	Set up policies and reference data to enable the organizational process
Inquire into organizational process	HcmOrganizationalProcessInquire	Respond to inquiries about organizational reference data
Inquire into workplace incident records needed for OSHA reporting	HcmOSHAInquire	Review data needed to complete mandatory OSHA reports
Inquire into payroll process	HcmPayrollProcessInquire	Respond to inquiries about payroll data
Inquire into performance process	HcmPerformanceProcessInquire	Respond to inquiries about worker-related performance data
Maintain worker personal identifications	HcmPersonIdentificationMaintain	Maintain worker personal identification information
Maintain screenings that workers may be required to take	HcmPersonScreeningMaintain	Allow user to maintain screening data
Approve position actions	HcmPositionActionApprove	Approve personnel actions that have a Position-create type or Position-modify type
Inquire into position actions	HcmPositionActionProcessInquire	Respond to inquiries about position actions
Maintain position actions	HcmPositionActionProcessMaintain	Maintain position actions
Set up position action workflows	HcmPositionActionWFProcessEnable	Create or modify position action workflows
Change multiple position values simultaneously	HcmPositionMassUpdate	Update multiple position values at the same time. For example, position details, duration, relationships, financial dimensions, labor unions, and payroll position information.
Enable questionnaire process	HcmQuestionnaireProcessEnable	Set up policies and reference data to enable the questionnaire process
Inquire into questionnaire transactions	HcmQuestionnaireTransactionInquire	Respond to inquiries about questionnaire transactions
Maintain questionnaire transactions	HcmQuestionnaireTransactionMaintain	Document and record questionnaire transactions
Inquire into skills data	HcmSkillInquire	Respond to inquiries about skills data
Maintain skills	HcmSkillMaintain	Document and record skills
Enable skills management process	HcmSkillsProcessEnable	Set up policies and reference data to enable the skills management process
Approve worker actions	HcmWorkerActionApprove	Approve worker actions of any worker action type
Inquire into worker actions	HcmWorkerActionProcessInquire	Respond to inquiries about worker actions
Maintain worker actions	HcmWorkerActionProcessMaintain	Create, edit, and delete worker actions
Set up worker action workflows	HcmWorkerActionWFProcessEnable	Create or modify worker action workflows
Maintain worker master	HcmWorkerMaintain	Maintain workers
Maintain worker user requests	HcmWorkerUserRequestMaintain	Maintain and submit worker user requests
Enable workforce management process	HcmWorkforceProcessEnable	Set up policies and reference data to enable the workforce management process
Inquire into organizational model	OMOrganizationsInquire	Respond to inquiries about organization and organization hierarchy master data
Set up payroll positions and workers	PayrollPositionWorkerSetupMaintain	Set up positions and workers for payroll
Maintain payroll worker tax setup	PayrollWorkerTaxSetupMaintain
Maintain retail POS permissions	RetailPOSPermissionsMaintain
Enable time management process	RPayTimeManageProcessEnable
Inquire into time management master data	RPayTimeMasterDataInquire
Inquire into time management process	RPayTimeProcessInquire