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Set up profiles for time and attendance registrations [AX 2012]

Updated: October 19, 2012

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

A profile is a template for a work day that defines how a 24-hour period is divided into different types of work time. This is done by using profile types that describe how work time is calculated.

Create profiles for workers who will register time in time and attendance or manufacturing execution.

  1. Click Human resources > Setup > Time and attendance > Time profiles > Profiles.

  2. Click New to create a new line.

  3. In the Profile field, type a name for the profile.

  4. In the Description field, type a description for the profile.

  5. Click the General FastTab.

  6. In the Profile section, press CTRL+N to create a new line.

  7. In the Profile type field, select the Profile type for this profile line.

  8. Enter starting and ending work times in the Start and End fields for the selected profile type.

  9. If necessary, you can create tolerances on a profile type line. A tolerance is a period, in minutes, before or after the job has started or ended. The profile type is still valid if registrations are made within the tolerance period. Enter tolerances in minutes in the Tolerance before start, Tolerance after start, Tolerance before end, and Tolerance after end fields.

  10. Use the Switch code field to enable workers to make a registration on an alternative profile type than the one inserted in the profile.

    For example, if you have included a Flex+ profile type in your profile, you can enable workers who have flextime to be able to convert registered flextime into overtime. In that case, in the Switch code field, select the option for converting flex time into overtime.

  11. You can enable workers to cancel breaks in their profile. This might be useful in a situation where a supervisor asks workers to cancel all breaks for the workday so that rush orders can be completed. In that case, you must select an alternative profile type to the Break profile type. The alternative profile is as a basis for calculating time registrations if the worker cancels the break.

  12. In the Secondary field, on the Break profile type line, select the profile type that should replace a Break profile type, for example, Overtime.

  13. In the Start day and End day fields, select the appropriate workday, according to the selections you made in the Start and End fields in step 8.

    NoteNote

    Typically, you select the same weekday as the day that you are creating the profile for. However, if you are creating a profile for a night shift, a profile type may start late in the evening on one weekday and end after midnight on the following week day. In that case, you must select one weekday in the Start day field, and the following weekday in the End day field.

When you have created one weekday in a profile, the easiest way to set up the other weekdays is to copy that first weekday, and then adjust the other days, as needed.

  1. In the Profile form, on the General tab, select the weekday to copy in the Weekday section.

  2. Click Copy, and select Copy day.

  3. Select the weekdays to copy the profile to, and select the Overwrite check box.

  4. If necessary, adjust the other weekdays if they have different profiles from the weekday that you copied.

If you have already created a work time profile covering a whole week, you can copy the entire profile and then make adjustments to the new profile, as needed.

  1. In the Profile form, select the profile to copy.

  2. Click Copy, and select Copy profile.

  3. Enter the name of the new profile in the Copy to field.

    NoteNote

    To overwrite an existing profile, select that profile in the Copy to field, and then select the Overwrite check box.

Profiles can be set up for various types of work situations. The following information describes additional considerations if you are creating special work time profiles.

If your company works night shifts, the profile day might start before midnight. If so, you can make the following adjustments for the night shift profile on the General tab, in the Profile staggering section:

  • In the New 24-hour period field, enter a starting time for the next profile day.

  • In the 24-hour period start field, select Previous day.

TipTip

If you want registrations made in the current day to apply to the next 24-hour period, select the Push check box.

Some workers may not have fixed work hours. Consequently, the Overtime / flex limit and Max. flex limit fields on the General tab can be used to determine Standard time in hours, and the maximum number of flexible hours allowed before converting registered time into overtime.

For example, if you insert the number 40 in the Overtime / flex limit field, and the number 10 in the Max. flex limit field, it means that the worker has a 40-hour work week. If the worker works more than 50 hours during a week, 40 hours are considered standard work time, 10 hours are added to the flex balance, and the number of hours exceeding 50 hours is considered to be overtime.


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