From July 9th till 13th we will be at #MSInspire. See you there!

Your Guide to Hiring Worker to Salary Generation in Dynamics AX 2012

Your Guide to Hiring Worker to Salary Generation in Dynamics AX 2012
31 May 2017

In this blog I will cover how to hire new worker and generate pay statement. We have to work on two Dynamics AX modules Human Resource and Payroll. It involves following steps.

  • Create Position
  • Hire worker
  • Generate Earning Statement
  • Release Earning Statement

Create Position in Dynamics AX 2012

Go to Human Resources -> Common -> Organization -> Positions -> Positions.

magento paypal

 

2. Click on Position -> Create Position.
3. Select Personnel Action Type.
4. Click continue.

 

magento paypal

New form will be opened to populate following mandatory fields.

In general tab

  • Job
  • Department
  • Position type

In Position Duration tab

  • Activation

In Payroll tab

  • Pay Cycle
  • Paid by
  • Annual Regular Hours
  • Check generate salary
  • Default earning code
  • Schedule

Click on complete to create position.

magento paypal

 

  1. New positon will be created and message will displayed.

Create Worker in Dynamics AX 2012

  1. Go to Human Resources -> Common -> Workers -> Workers.

 

magento paypal

2.Click on hire new worker

3.Populate fields in form.
i.First Name
ii.Personnel Number
iii.Worker Type
iv.Employment start date
v.Check assign position
vi.Position
vii.Personnel Action Type

magento paypal

4.Click continue.

5.Populate fields in worker action form. We are setting worker basic salary in this step. In compensation tab
i.Fixed compensation
ii.Plan
iii.Pay rate
iv.Effective date
v.Expiration date

magento paypal

6.Click on continue button, worker will be created.
7.Select newly created worked from list.
8.Go to payroll tab and select worker tax region.
9.Assign tax region.

magento paypal

10.Go to payroll tab and Default tax region. Assign tax region to position.

Generate Earning Statement for Worker in Dynamics AX 2012

magento paypal

1.Go to Human Resources -> Common -> Workers -> Workers.
2.Select worker
3.Go to Payroll tab and click on Generate Earning Statement.

magento paypal

4.Select Pay Cycle and Pay Period

magento paypal

5.Click OK.
6.Earning statement will be crated for worker.

magento paypal

Generate Pay Statement for Worker in Dynamics AX 2012

1.Go to Payroll -> Common -> Earning Statements -> Earning Statements
2.Find work earning statement and open it.
3.If everything is fine then release earning statement.

magento paypal

4.After releasing earning statement click on Pay Statement to generate pay statement.

magento paypal

5.To verify Pay Statement go to Payroll -> Pay Statements -> All Pay Statements

Share

Noc Folio3

Leave a Reply