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Key tasks: Workers [AX 2012]

Updated: March 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This following content contains common tasks that are associated with maintaining worker records.

Click these links to find more information about the concepts that are discussed in this topic.

About workers

About departments, jobs, and positions

You can create a worker record in one of three ways:

  • Hire an applicant – When you hire an applicant, the applicant’s information is used to create a worker record. For more information, see Hire an applicant.

  • Hire multiple people – You can create a mass hire project to hire multiple people for the same job. For more information, see Key tasks: Mass hire projects.

  • Hire a person – You can manually create a worker record for a person who is not an applicant and who was not a part of a mass hire project. See the following procedures for more information.

Hire a person for an open position

  1. Click Human resources > Common > Organization > Positions > Open positions.

  2. Select the open position to fill.

  3. On the Action Pane, click Hire.

  4. Enter the first, middle, and last name of the person you are hiring to fill the position.

  5. Select the legal entity to associate to the worker. The default legal entity is the legal entity that you are currently logged on to.

  6. Enter a personnel number for the worker.

    NoteNote

    If a number sequence code is specified for the personnel number reference in the Human resources shared parameters form in the Number sequence area, you cannot modify the information in this field.

  7. The remaining fields in the form contain default information. This information was specified when the position was created. You can accept the default information, or you can modify it.

    NoteNote

    If a personnel action type is required, your organization has personnel action types enabled. For more information, see Personnel actions.

  8. Click Hire new worker.

    The Worker form is displayed, where you can enter additional information about the worker, if you have to.

Hire a person without assigning them to a position

  1. Click Human resources > Common > Workers > Workers.

  2. On the Action Pane, on the Worker tab, in the New group, click Hire new worker.

  3. Enter the first, middle, and last name of the person you are hiring to fill the position.

  4. Select the legal entity to associate to the worker. The default legal entity is the legal entity that you are currently logged on to.

  5. Enter a personnel number for the worker.

    NoteNote

    If a number sequence code is specified for the personnel number reference in the Human resources shared parameters form in the Number sequence area, you cannot modify the information in this field.

  6. Select the worker type.

  7. Enter the date and time when the worker will start their employment.

  8. If the worker is a contractor whose affiliation with the company, organization, or legal entity is limited in time, enter the date when the worker’s affiliation will end.

  9. If a personnel action type is required, your organization has personnel action types enabled. For more information, see Personnel actions.

  10. Click Hire new worker.

    The Worker form is displayed, where you can enter additional information about the worker, if you have to.

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To change a position assignment for a worker, add a position assignment to a new worker, transfer a worker from one position to another position, or end a worker’s position assignment, complete one of the following procedures.

NoteNote

If you use the Applications list page or a mass hire project to hire a worker, a position is already assigned to the worker.

You cannot assign a retired or filled position to a worker.

Add or modify a position assignment for a worker

  1. Click Human resources > Common > Workers > Workers.

  2. Select the worker to assign to a position.

  3. On the Action Pane, in the Worker tab, in the Position assignment group, click Worker position assignments.

  4. To create a new position assignment for the worker, click Add assignment.

    To modify an existing position assignment for the worker, select the position assignment to modify and then click Edit assignment. Go to step 6.

  5. Select the position to assign to the worker.

  6. Enter the starting and ending dates and times for the position assignment.

  7. Select a reason code that indicates why you are modifying or adding a position assignment for the worker. For example, if the worker is being assigned to a different position because of low performance, you could select a reason code that indicates that.

  8. If the position assignment is the worker’s primary position assignment, select the Make primary check box.

  9. Click Create position assignment or Update worker assignment.

Transfer a worker to another position

  1. Click Human resources > Common > Workers > Workers.

  2. Select the worker to transfer.

  3. On the Action Pane, on the Worker tab, in the Personnel actions group, click Transfer worker.

  4. Enter the ending date and time for the worker’s current position assignment.

  5. Select a reason code that indicates why you are transferring the worker from their current position.

  6. If the worker’s current position should be retired, select the Retire position check box. If, however, another worker will fill the position that the current worker is transferring from, do not select that check box.

  7. Select the job and position to transfer the worker to.

  8. Select the Primary check box for the new position assignment if the position will be the worker’s primary position.

  9. Enter or accept the default employment factor for the new position assignment. To indicate that the position assignment for the worker will be part-time, enter a number less than 1.

  10. Enter the starting date and time for the new position assignment.

  11. If the worker is a contractor whose affiliation with the company, organization, or legal entity is limited in time, enter the date when the worker’s position assignment will end.

  12. Select the reason code that indicates why you are transferring the worker to the new position.

  13. Click Transfer worker.

End a position assignment for a worker

  1. Click Human resources > Common > Workers > Workers.

  2. Select a worker.

  3. On the Action Pane, on the Worker tab, in the Position assignment group, click Worker position assignments.

  4. Click End.

  5. Enter the ending date and time of the position assignment.

  6. Select the reason code that indicates why you are ending the position assignment.

  7. Click Retire worker assignment.

    Caution noteCaution

    Ending a position assignment for a worker does not terminate the worker’s employment. To terminate a worker’s employment, see Terminate employment.

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If a worker is assigned to a position, you can use the Position hierarchy to view the worker’s location in an organizational hierarchy.

  1. Click Human resources > Common > Workers > Workers.

  2. Select the worker to view in the hierarchy.

  3. On the Action Pane, on the Worker tab, in the Related information group, click View in hierarchy.

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Complete the following procedure to display the Employment history form, where you can view a worker’s employment history or add employment information for a worker. For more information about worker employment, see About employment affiliations.

  1. Click Human resources > Common > Workers > Workers.

  2. Select a worker.

  3. On the Action Pane, on the Worker tab, in the Versions group, click Employment history.

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Complete the following procedure to display the Absence history form, where you can view the absence journals and the absence transactions in each journal for a worker.

  1. Click Human resources > Common > Workers > Workers.

  2. Select a worker.

  3. On the Action Pane, on the Worker tab, in the Related information group, click Absence > Absence history.

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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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