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Microsoft dynamics ax 2012Human Resources MANAGEMENT

Human Resources ManagementHouse Cleaning The demonstration today will consist of standard out-of-the-box functionality of the Human Resources Module in AX 2012. The demonstration will NOT include any functionality of Payroll in AX 2012, as a decision has been made not to utilize this module. Requirements gathering will provide Global Geophysical Services (GGS) IT an understanding of the FIT/GAP Analysis. FIT implies that the standard functionality in the Human Resources module matches the needs of GGS. GAP implies that there is a gap in functionality between GGS and Dynamics AX, Customization should be avoided at all costs. Any customization in AX may include outside resources. The Presentation will follow the standard hiring process of Recruitment to Employee. Ideally the best way to ensure the Human Resources module meets the needs of GGS is to navigate and create applicants, applications, recruitment projects, jobs and positions on your own. I have created the set-up to allow you to navigate the human resources module. I will forward the Power Point presentation, which will provide the steps on completing various tasks in the Human Resources module. However, if you feel the need to any add any data for the navigation, please contact me at x 7278 and I will set this up for you.

Human Resources ManagementWhat can you do in Human Resources? Administer organizational structures, including formal and informal hierarchies and position management. Maintain comprehensive information on workers from the day that they first apply for a job to the day that they leave GGS. Define organizational benefit plans and options, enroll workers in benefits, combine compensation with 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. Manager worker competencies to identify and effectively deploy the best people for GGSs tasks.

Human Resources ManagementWhat can you do in Human Resources Contd? Review performance levels through discussions, and then outline steps for improvement by creating and implementing goals for workers. Set up, deliver, 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, applications, and correspondence with candidates.

Human Resources ManagementIntegration with other Modules Project Management & Accounting Travel & Expenses* Sales & Marketing* General Ledger Questionnaire* Production Control* Inventory & Warehouse Management* Global Address Book Microsoft SQL Server Report Services* Enterprise Portal**Currently not in use at GGS.

Human Resources ManagementRole Based SecurityAll users must be assigned to at least one security role to access Microsoft Dynamics AX. The security roles that are assigned to a user determine the duties or actions, that the user can perform and the parts of the user interface that the user can view.

RoleDescriptionEmployeeRepresents a worker who is employed by the organization. When workers are assigned to this security role, they automatically gain access to the duties in the subordinate role. For example, they can approve vendor invoices.ContractorRepresents a worker who has a contractor relationship with a legal entity. When workers are assigned to this security role, the same situation applies as referenced above. ManagerRepresents a supervisor in a reporting relationship with subordinates. For example, set up approval policies for leave of absences.HR ManagerRepresents a user who periodically reviews human resource process performance and enables the human resource process. For example, approves worker user requests.HR AssistantRepresents a user who documents recruiting events, responds to recruiting inquiries and records the financial consequences of recruiting events.Recruiter (Staffing & Development)Represents a user who documents recruiting events, responds to recruiting inquiries, and records the financial consequences of recruiting events.Training & Development ManagerRepresents a user who documents training events, responds to training inquiries, and records the financial consequences of training events. For example, set up policies about training.Compensation & Benefits ManagerRepresents a user who documents compensation and benefits events, responds to compensation and benefit inquiries, and records the financial consequences and benefit events. For example, set up policies for leave of absences, benefits and compensation.

Human Resources ManagementShared Data Some data (including number sequence) are shared across companies and legal entities, such as: Identification Personnel NumbersPositionsUser RequestsI-9 documentsApplicantsDiscussions

Human Resources ManagementShared Data Contd Identification: Represents various proofs of identity for employment. Personnel Numbers: Is a unique number assigned to each employee. Positions: Is an individual instance of a job. These can be assigned a department and can be open or assigned to workers. User Requests: Allows you to create, modify or approve requests to add users to Enterprise Portal. These requests can be submitted for vendors, prospective vendors and workers. At this time, GGS is not using Enterprise Portal. I-9 documents: Is a list of document types that are used to verify workers eligibility to work in the United States. Applicants: Allows you to see the people who are seeking employment in your company or organization, or people whom you have contacted to fill a position. Discussions: You can track important conversations that you have with other workers by scheduling or tracking discussions, which can be used to gather useful information for employee goals. These communications provide a way to plan how an employee might evolve professionally or personally over the course of their employment.

Human Resources ManagementNon Shared Data Other data (including number sequence) is not shared across companies or legal entities, such as:ApplicationsAbsence RegistrationsCoursesAgendasEventsCases

Human Resources ManagementNon Shared Data Contd Applications: Represents new employment applications that can be modified as well. These can only be created for applicants whose information is already stored in the address book. Absence Registration: Used to record the past or future absence of hourly employees. Courses: Provides the employees an opportunity to improve their level of competency. Agendas: Provides for the maintenance of information about the items on the agenda for a course. Events: Used to process merit increases or award incentives, which includes employees performance. Cases: Allows you to address issues raised by workers and customers.

Human Resources ManagementOrganizational Hierarchies Department: Is an operating unit that represents a category or functional area of an organization (i.e. sales or accounting). They may include profit & loss responsibilities and group cost centers. Jobs: Is a collection of tasks and responsibilities (i.e. job functions, skills, education information and certificates).Job Tasks: Describe the basic tasks that a worker in a position for that job must complete. The same job task can be added to multiple jobs, and positions for those jobs who use those job tasks (i.e. Sales Manager who does a performance review for each employee).Job Functions: Are similar to job tasks. It describes high-level functional categories and relates high-level duties (i.e. Mid-Level Manager).Job Types: Used to classify similar jobs into categories (i.e. Full-Time and Part-Time).Area of Responsibility: Indicates the work roles, processes and products that a worker in a position for that job would be responsible for (i.e. An Accountant who might be Financial Reporting for Product A).

Human Resources ManagementOrganizational Hierarchies Contd Position: Is an individual instance of a job. These can be assigned a department and can be open or assigned to workers (i.e. Sales Manager East is a position associated with the job Sales Manager). Position Duration: Is a length of time that the position is effective (i.e. summer position from May 1 through August 31st). Worker Assignments: You assign workers to a single or multiple position.Reporting Relationships: You can assign a worker to a position that reports to another position, which creates a reporting relationship to the two positions. Elements of JobSkill types: Are used to organize the skills that you set-up and maintain.Job Functions: Are similar to job tasks. It describes high-level functional categories and relates high-level duties (i.e. Mid-Level Manager).Job Types: Used to classify similar jobs into categories (i.e. Full-Time and Part-Time).Area of Responsibility: Indicates the work roles, processes and products that a worker in a position for that job would be responsible for (i.e. An Accountant who might be Financial Reporting for Product A). Fee: Invoice a customer for your services plus a management fee, typically a percentage of the cost of service. Time and Material: Invoice a customer for the value of time and materials on a project.

Human Resources ManagementManage Recruitment Projects When a company must fill a vacant positon, it can use recruitment project to manage different information about the recruitment initiative, such as: Type and number of resources being sought.Person responsible for the recruitment effort.Departments in which the resource will work.Period of activity for the project.Deadline by which appli