Calculate time and attendance for workers

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

You can calculate time and attendance registrations for workers in the following ways:

  • Calculate registrations for all workers who are assigned to a calculation group.

  • Calculate registrations for a specific worker.

  • Calculate registrations by using a batch job.

You can use the Day view and Week view filters as follows:

  • Day view – View registrations for all workers for a selected weekday.

  • Week view – View registrations for a selected worker for a selected week.

Calculate registrations for all workers in a calculation group

  1. Click Human resources > Common > Time and attendance > Calculate.

  2. In the Week or Date field, select the week or date to calculate registrations for.

  3. In the Calculation group field, select the calculation group to calculate registrations for, and then click OK.

  4. In the Calculate form, click Update > Calculate.

  5. In the Calculates jobs form, verify that the calculation group is selected in the Calculation group field.

  6. If you use a workflow for approvals, select the Submit to workflow check box in the Calculates jobs form.

  7. Click Close.

Note

If registrations contain errors because of missing information or for other reasons, you must correct the registrations, and then calculate the registrations again. To view the worker registrations that contain errors, click Display errors. The Error tab displays information about the type of error.

Calculate registrations for one worker at a time

You can calculate registrations for a specific worker. Typically, you calculate registrations for a worker after you have corrected registration errors for that worker.

  1. Click Human resources > Common > Time and attendance > Calculate.

  2. In the Week or Date field, select the week or date to calculate registrations for.

  3. In the Calculation group field, select the calculation group to calculate registrations for, and then click OK.

  4. In the Calculate form, select the worker in the upper pane and click Select.

  5. Select the Calculated check box for the registration.

  6. Click Close.

Reverse calculated registrations

You can reverse the registrations that have been calculated for a worker. However, you cannot reverse calculated registrations after payroll information for the period has been exported to the payroll system. Also, if registrations have been approved, you can reverse the calculated registration only in the Approve form.

  1. Click Human resources > Common > Time and attendance > Calculate.

  2. In the Week or Date field, select the week or date to calculate registrations for.

  3. In the Calculation group field, select the calculation group to calculate registrations for, and then click OK.

  4. In the Calculate form, select the worker in the upper pane and click Select.

  5. Clear the Calculated check box for the registration.

  6. Click Close.

Tip

If you have changed the registrations, and you want to restore the original values, delete all lines, and then click Restore lines.

Calculate registrations by using a batch job

  1. Click Human resources > Common > Time and attendance > Calculate.

  2. In the Week or Date field, select the week or date to calculate registrations for.

  3. In the Calculation group field, select the calculation group to calculate registrations for, and then click OK.

  4. In the Calculate form, click Update, and then click Calculate.

  5. In the Calculates jobs form, click the Batch tab.

  6. Start the batch job. For more information, see Calculates jobs (class form).

    Note

    If you use a workflow for approvals, select the Submit to workflow check box.

  7. Click OK.

See also

About calculating, approving and transferring registrations

Modify registrations before or after calculation

Approve time and attendance registrations