Human resources

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 talents and efforts of the people in your company or organization are among your most valuable assets. Human resources for Microsoft Dynamics AX helps to fulfill the potential of your workers, while minimizing the cost and complexity of administrating worker and organizational information.

You can use Human resources to complete the following tasks:

• Administer organizational structures, including formal and informal hierarchies and position management.

• Maintain comprehensive worker information from the day that they first apply for a job to the day that they retire.

• Define organizational benefit plans and options, enroll workers in benefits, assign dependent coverage, and designate beneficiaries.

• Control absenteeism by establishing, communicating, and monitoring absence policies. This includes approval procedures and centralized or self-registration.

• Implement and track profile-based clock in and clock out registrations for workers, enable workers to register work time for specific activities, and generate pay information that can be exported to a payroll system.

• Manage worker competencies to identify and effectively deploy the right people for the right tasks.

• Review performance levels through discussions, and then outline steps for improvement by creating and implementing goals for workers.

• Set up, deliver, and analyze training courses that include agendas, sessions, and tracks, together with demographic information about participants.

• Administer recruitment initiatives, such as web advertisements, web applications and screening, developments, applicants and applications, and correspondence with candidates.

Business processes

Human resources at a glance

Important tasks		Primary forms
Key tasks: New worker positions		Human resources shared parameters (form)
Key tasks: Workers		Human resource parameters (form)
Enroll and remove benefits for workers		Job (form)
Key tasks: Compensation plans		Positions (form)
Terminate employment		Worker (form)

Integration of Human resources

Human resources can be integrated with the following modules and Microsoft programs:

• Payroll

• Project management and accounting

• Travel and expense

• Sales and marketing

• General ledger

• Microsoft SQL Server Report Services

• Microsoft Excel

• (USA) Setting up and maintaining Sites Services for Microsoft Dynamics ERP

See also

Setting up and maintaining Human resources

Set up human resources parameters

Set up number sequences for Human resources