Manager security role (HcmManager)
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 Manager security role represents a supervisor in a reporting relationship with subordinates.
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 |
---|---|---|
Approve absences |
HcmAbsenceApprove |
Set up policies and reference data to enable the approval of absences |
Approve purchase requisitions |
PurchReqPurchaseRequisitionApprove |
Approve and authorize purchase requisitions |
Approve signing limits |
HRPSigningLimitApprove |
Authorize signing limits for workers |
Approve worker user requests |
HcmWorkerUserRequestApprove |
View and approve worker user requests |
Inquire into employee information (Enterprise Portal) |
HcmEPEmployeeInquire |
Respond to inquiries about employee information using Enterprise Portal |
Inquire into manager's direct report information (Enterprise Portal) |
HcmEPManagerInquire |
Respond to inquiries about a manager's direct report information using Enterprise Portal |
Inquire into missing timesheets |
ProjMissingTimesheetsInquire |
Respond into inquiries about missing timesheets |
Inquire into purchase requisition |
PurchReqPurchaseRequisitionInquire |
Respond to inquiries about the status of purchase requisitions |
Inquire into time and attendance progress |
JmgTimeAttendanceProgressInquire |
|
Maintain automatic workflow delegation |
WorkflowDelegationSettingsMaintain |
|
Maintain employee information (Enterprise Portal) |
HcmEPemployeemaintenance |
Maintain employee information using Enterprise Portal |
Maintain manager access to direct report information (Enterprise Portal) |
HcmEPManagerMaintain |
Maintain manager access to related direct report information using Enterprise Portal |
Maintain shopping carts |
CatShoppingCartMaintain |
Maintain shopping cart line items |
Maintain worker user requests |
HcmWorkerUserRequestMaintain |
Maintain and submit worker user requests |
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 |
---|---|---|
A parameter that is used to group and sub-total the report |
ForecastPositionsByBudgetPlanGenerate |
|
Approve absences |
HcmAbsenceApprove |
Set up policies and reference data to enable the approval of absences |
Approve position actions |
HcmPositionActionApprove |
Approve personnel actions that have a Position-create type or Position-modify type |
Approve purchase requisitions |
PurchReqPurchaseRequisitionApprove |
Approve and authorize purchase requisitions |
Approve signing limits |
HRPSigningLimitApprove |
Authorize signing limits for workers |
Approve worker user requests |
HcmWorkerUserRequestApprove |
View and approve worker user requests |
Inquire into employee information (Enterprise Portal) |
HcmEPEmployeeInquire |
Respond to inquiries about employee information using Enterprise Portal |
Inquire into manager's direct report information (Enterprise Portal) |
HcmEPManagerInquire |
Respond to inquiries about a manager's direct report information using Enterprise Portal |
Inquire into missing timesheets |
ProjMissingTimesheetsInquire |
Respond into inquiries about missing timesheets |
Inquire into position actions |
HcmPositionActionProcessInquire |
Respond to inquiries about position actions |
Inquire into purchase requisition |
PurchReqPurchaseRequisitionInquire |
Respond to inquiries about the status of purchase requisitions |
Inquire into time and attendance progress |
JmgTimeAttendanceProgressInquire |
|
Maintain automatic workflow delegation |
WorkflowDelegationSettingsMaintain |
|
Maintain budget plans |
BudgetPlanMaintain |
|
Maintain employee information (Enterprise Portal) |
HcmEPemployeemaintenance |
Maintain employee information using Enterprise Portal |
Maintain manager access to direct report information (Enterprise Portal) |
HcmEPManagerMaintain |
Maintain manager access to related direct report information using Enterprise Portal |
Maintain position actions |
HcmPositionActionProcessMaintain |
Maintain position actions |
Maintain shopping carts |
CatShoppingCartMaintain |
Maintain shopping cart line items |
Maintain worker user requests |
HcmWorkerUserRequestMaintain |
Maintain and submit worker user requests |
Select forecast positions |
BudgetPlanningSelectPositionMaintain |
|
View budget planning configuration and processes |
BudgetPlanningConfigProcessView |
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 |
---|---|---|
Maintain budget plans |
BudgetPlanMaintain |
|
View budget planning configuration and processes |
BudgetPlanningConfigProcessView |
|
Select forecast positions |
BudgetPlanningSelectPositionMaintain |
|
Maintain shopping carts |
CatShoppingCartMaintain |
Maintain shopping cart line items |
A parameter that is used to group and sub-total the report |
ForecastPositionsByBudgetPlanGenerate |
|
Approve absences |
HcmAbsenceApprove |
Set up policies and reference data to enable the approval of absences |
Inquire into employee information (Enterprise Portal) |
HcmEPEmployeeInquire |
Respond to inquiries about employee information using Enterprise Portal |
Maintain employee information (Enterprise Portal) |
HcmEPemployeemaintenance |
Maintain employee information using Enterprise Portal |
Inquire into manager's direct report information (Enterprise Portal) |
HcmEPManagerInquire |
Respond to inquiries about a manager's direct report information using Enterprise Portal |
Maintain manager access to direct report information (Enterprise Portal) |
HcmEPManagerMaintain |
Maintain manager access to related direct report information using Enterprise Portal |
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 |
Approve worker actions |
HcmWorkerActionApprove |
|
Inquire into worker actions |
HcmWorkerActionProcessInquire |
Respond to inquiries about worker actions |
Maintain worker actions |
HcmWorkerActionProcessMaintain |
Create, edit, and delete worker actions |
Approve worker user requests |
HcmWorkerUserRequestApprove |
View and approve worker user requests |
Maintain worker user requests |
HcmWorkerUserRequestMaintain |
Maintain and submit worker user requests |
Approve signing limits |
HRPSigningLimitApprove |
Authorize signing limits for workers |
Inquire into time and attendance progress |
JmgTimeAttendanceProgressInquire |
|
Inquire into missing timesheets |
ProjMissingTimesheetsInquire |
Respond into inquiries about missing timesheets |
Approve purchase requisitions |
PurchReqPurchaseRequisitionApprove |
Approve and authorize purchase requisitions |
Inquire into purchase requisition |
PurchReqPurchaseRequisitionInquire |
Respond to inquiries about the status of purchase requisitions |
Maintain automatic workflow delegation |
WorkflowDelegationSettingsMaintain |