Payroll administrator security role (HcmPayrollAdministrator)

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 Payroll administrator security role represents a user who documents payroll events, responds to payroll inquiries, and records the financial consequences of payroll events.

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 payroll process	HcmPayrollProcessEnable	Set up policies and reference data to enable the payroll 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 workers	HcmWorkerInquire	Respond to inquiries about employee and contractor data
Inquire into workforce management process	HcmWorkforceProcessInquire	Respond to inquiries about workforce reference data
Maintain time and attendance payroll	JmgTimeAttendancePayrollMaintain	Document and record time and attendance payroll
Maintain time and attendance payroll adjustments	JmgTimeAttendancePayrollAjustMaintain
Maintain worker bank accounts	HcmBankAccountsMaintain	Maintain worker bank account information
Maintain worker personal identifications	HcmPersonIdentificationMaintain	Maintain worker personal identification information
Review payroll process performance	JmgPayrollProcessPerformanceReview	Monitor, analyze, and improve the payroll process performance

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
Enable calendar management process	WorkCalendarsEnable	Set up policies and reference data to enable the use of calendars
Enable payroll process	HcmPayrollProcessEnable	Set up policies and reference data to enable the payroll process
Enable time and attendance payroll process	JmgTimeAttendancePayrollProcessEnable	Set up policies and reference data to enable the time and attendance payroll process
Enable time and attendance process	JmgTimeAttendanceProcessEnable	Set up policies and reference data to enable the time and attendance process
Generate Form W-2 reports	PayrollGenerateW2Reports	Generate Form W-2 reports
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 position and worker setup	PayrollPositionWorkerSetupInquire	Inquire into position and worker setup for payroll
Inquire into workers	HcmWorkerInquire	Respond to inquiries about employee and contractor data
Issue payments to workers	PayrollIssueWorkerPaymentsMaintain	Create payment journal for worker payments
Maintain calendar master	WorkCalendarMasterMaintain
Maintain earning entry	PayrollEarningStatementGenerationMaint	Create, edit, and generate payroll earnings transactions
Maintain pay agreement master	JmgPayAgreementMasterMaintain
Maintain payroll worker tax setup	PayrollWorkerTaxSetupMaintian	Set up worker tax information for payroll
Maintain position actions	HcmPositionActionProcessMaintain	Maintain position actions
Maintain time and attendance payroll	JmgTimeAttendancePayrollMaintain	Document and record time and attendance payroll
Maintain time and attendance payroll adjustments	JmgTimeAttendancePayrollAjustMaintain
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
Post pay statements	PayrollJournalizePayStatementMaintain	Transfer fiscal impact of pay statements to the general ledger
Review payroll process performance	JmgPayrollProcessPerformanceReview	Monitor, analyze, and improve the payroll process performance
Set up payroll positions and workers	PayrollPositionWorkerSetupMaintain	Set up positions and workers for payroll

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
Inquire into bank accounts master	BankBankAccountsInquire	Respond to inquiries about bank master data
Inquire into absence process	HcmAbsenceProcessInquire	Respond to inquiries about absence data
Inquire into absence transactions	HcmAbsenceTransactionInquire	Respond to inquiries about absence transactions
Maintain worker bank accounts	HcmBankAccountsMaintain	Maintain worker bank account information
Inquire into jobs and positions	HcmJobPositionInquire	Respond to inquiries about job and position data
Enable payroll process	HcmPayrollProcessEnable	Set up policies and reference data to enable the payroll process
Maintain worker personal identifications	HcmPersonIdentificationMaintain	Maintain worker personal identification information
Approve position actions	HcmPositionActionApprove	Approve personnel actions that have a Position-create type or Position-modify type
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
Inquire into workers	HcmWorkerInquire	Respond to inquiries about employee and contractor data
Maintain worker master	HcmWorkerMaintain	Maintain workers
Maintain pay agreement master	JmgPayAgreementMasterMaintain
Review payroll process performance	JmgPayrollProcessPerformanceReview	Monitor, analyze, and improve the payroll process performance
Maintain time and attendance payroll adjustments	JmgTimeAttendancePayrollAjustMaintain
Maintain time and attendance payroll	JmgTimeAttendancePayrollMaintain	Document and record time and attendance payroll
Enable time and attendance payroll process	JmgTimeAttendancePayrollProcessEnable	Set up policies and reference data to enable the time and attendance payroll process
Enable time and attendance process	JmgTimeAttendanceProcessEnable	Set up policies and reference data to enable the time and attendance process
Inquire into data that is available in the payroll cube	PayrollCubeInquire
Maintain earning entry	PayrollEarningStatementGenerationMaint	Create, edit, and generate payroll earnings transactions
Generate payroll tax reports	PayrollGenerateTaxReport	Generate reports to use when preparing payroll taxes
Generate Form W-2 reports	PayrollGenerateW2Reports	Generate Form W-2 reports
Issue payments to workers	PayrollIssueWorkerPaymentsMaintain	Create payment journal for worker payments
Post pay statements	PayrollJournalizePayStatementMaintain	Transfer fiscal impact of pay statements to the general ledger
Set up payroll master data	PayrollMasterDataMaintain	Set up the core data for the payroll system
Maintain pay statements	PayrollPayStatementGenerationMaintain	Create, calculate, and edit {locked} Payroll pay statements
Inquire into payroll position and worker setup	PayrollPositionWorkerSetupInquire	Inquire into position and worker setup for payroll
Set up payroll positions and workers	PayrollPositionWorkerSetupMaintain	Set up positions and workers for payroll
Maintain payroll positive payments	PayrollPositivePayMaintain
Maintain payroll worker tax setup	PayrollWorkerTaxSetupMaintian	Set up worker tax information for payroll
Create earnings statement	RPayEarningMaintain
Enable tax settlement	RPayTaxSettlementEnable
Inquire into time management master data	RPayTimeMasterDataInquire
Inquire into time management process	RPayTimeProcessInquire
Maintain calendar master	WorkCalendarMasterMaintain
Enable calendar management process	WorkCalendarsEnable	Set up policies and reference data to enable the use of calendars