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Payroll [AX 2012]

Updated: February 14, 2013

Applies To: Microsoft Dynamics AX 2012 R2

Use Payroll to set up and manage payroll business processes in your organization.

ImportantImportant

When you use the Payroll module, we highly recommend that you disable the Payroll information configuration key under the Human resource I configuration key. The forms and tables that are enabled by that configuration key are not used by Payroll. If Payroll is installed and the configuration key is enabled, it might be difficult to make sure that your data is entered and tracked correctly.

Payroll procedures are organized into three sections:

Click the link for each section to see the real-world procedures that you can use to start to use Payroll.

NoteNote

This topic describes functionality that is available only if Payroll for Microsoft Dynamics AX 2012 is installed.

The first topic in each section contains a set of real-world procedures to help you start to use Payroll. The procedures are high-level procedures. Each step in the procedure links to a task topic that contains detailed step-by-step instructions. You may need to perform all of the tasks in the linked topic, or just some of them. If you need to perform only some of the tasks, the step in the procedure tells you which ones.

Some procedures include additional information or tips that are specific to that procedure.

NoteNote

When you open a procedure topic, it usually opens with detailed information displayed for all procedures. Click Hide all to close the detailed information and see just the list of procedures. Scan the list to find the procedure you want to use. Click the triangle next to the procedure title to open and close the detailed procedure information.

There are some differences between form topics in Payroll and other form topics in the Microsoft Dynamics AX Help. Every field or button that appears on the form (except for standard controls like Refresh or Close) is listed in a table in the Help topic. If the fields are closely related, they may be grouped in a single table row, with an explanation that includes how the fields are related and how they interact with each other.

Often, it is easy to understand what the field is, and no definition is needed. However, you may want to know where the data in the field comes from, or why the field is not currently available or visible. Rather than defining the field for you in these cases, the Help topic provides the additional information to make it easier for you to interact with the form.

NoteNote

When you open a form topic, it usually opens with detailed information displayed for every field and button on the form. For larger forms, you can click Hide all to close the detailed information and see just the headings from the various sections of the form. Scan the list to find the section you want information for. Click the triangle next to the section title to open and close the detailed procedure information.

Payroll integrates with the following Microsoft Dynamics AX modules:

  • Accounts payable

  • Cash and bank management

  • General ledger

  • Human resources – Many human resources settings affect Payroll. Worker and position settings, in particular, must be correctly configured before you can process a worker’s pay. To simplify Payroll setup, you can access the Human resources settings through either the Human resources area page or the Payroll area page.

    ImportantImportant

    The payroll-related data and processes in Time and attendance are independent of Payroll.

  • Project management and accounting – Payroll costs are posted to Project management and accounting as either an hour or an expense project journal.

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