Set up staff members
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
Before workers can perform their job duties in the retail store, you must set up the workers in Microsoft Dynamics AX. You must also assign appropriate permissions to the workers, so that they can log on and perform tasks by using the Microsoft Dynamics AX for Retail POS system. You must also set up the jobs and positions that are used in your retail stores, and then link workers to those jobs and positions.
For information about how to configure point of sale (POS) permissions, see Set up permissions and operations.
Set up a retail job
After you set up POS permissions to specify the tasks that workers can perform by using the POS system, you must define the jobs that the workers can perform. You must then link POS permissions to those jobs.
Click Human resources > Common > Organization > Jobs.
On the Jobs list page, on the Action Pane, in the New group, click Job to create a new job.
Enter a job title and description.
Click the Job classification FastTab. Then, in the POS permission group field, select the POS permissions that apply to the job. When a worker is associated with the job, the POS permissions that are assigned to the job control the actions that the worker can perform in the POS system.
Complete any other fields that you require in the form.
For general information about how to set up a job in Microsoft Dynamics AX, see Key tasks: Jobs.
Set up a position
A position is an individual instance of a job. You assign each worker to a position. By linking a worker to a position, you associate that worker with a specific job. Therefore, you also assign the POS permissions that the worker requires to use the POS system in the retail store.
Click Human resources > Common > Organization > Positions > Positions.
On the Positions list page, on the Action Pane, in the New group, click Position to create a new position.
In the Create new position dialog box, in the Job list, select a retail job.
Enter the date that the position becomes active, and then click Create positions.
In the Position form, complete any other fields that you require in the form.
You can hire a new worker directly from the Position form. Alternatively, you can create a worker, and then assign the worker to the retail position.
For information about how to set up a retail worker, see the following procedure. For general information about how to set up a worker in Microsoft Dynamics AX, see Key tasks: Workers.
Set up a retail worker
Click Retail > Common > Workers.
–or–
Click Human resources > Common > Workers > Workers.
On the Workers list page, on the Worker tab, on the Action Pane, in the New group, click Hire new worker.
In the Create new worker form, enter the worker’s name. In the Worker type field, select whether the worker is an employee or a contractor. Enter the date that the worker’s employment starts. Then click Hire new worker.
Note
The Personnel number field can be automatically populated based on the number sequence that is set up for the worker. The worker uses this number to log on to the POS system.
In the Worker form, on the Worker summary FastTab, in the Address books field, select the address book to assign the worker to. Retail uses the address book that you select to link the worker to a store.
Click the Retail link, and then, in the Screen layout ID field, select the POS screen layout if the worker uses a special screen layout on the POS system. If the worker uses the POS screen layout that is assigned to the store, leave this field blank.
In the Employment type field, select whether the staff member is a cashier, salesperson, or other type of employee.
Under POS authentication, in the Password field, specify the password that the worker uses to log on to the POS system.
To select a POS permission group for the worker, click the POS permissions link.
In the POS position permissions form, do one of the following:
In the Position field, select a position for the worker.
Select the Override permissions check box, and then either select a permission group in the POS permission group field, or select the check boxes for the appropriate permissions.
You must assign the worker to a position. Otherwise, the worker does not have appropriate access to the POS system.
Enter any other appropriate information in the Profile, Employment, Absence, Compensation, Payroll, and Competencies and development sections. For more information, see Workers (form).
For general information about how to set up a worker in Microsoft Dynamics AX, see Key tasks: Workers.