Create pay types in time and attendance

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

Pay types are used in pay agreements to calculate different kinds of pay for workers, based on their time and attendance registrations.

Rates for pay types are set up for specific time intervals, and individual rates can be created for workers.

Note

It is not always necessary to create rates for pay types in time and attendance. This information may already exist in the payroll system that is used to generate wages.

Create a new pay type

  1. Click Human resources > Setup > Time and attendance > Payroll > Pay types.

  2. Press CTRL+N, or click New to create a new line.

  3. Insert an identification of the pay type in the Pay type field.

  4. Insert a description of the pay type in the Description field.

  5. If the rate is calculated based on an existing pay type, select the reference pay type in the Reference field.

  6. To create rates for the pay type, click Rates.

  7. Press CTRL+N to create a new rate.

  8. In the From date and To date fields, insert the date interval when the rate is valid.

  9. Insert a rate in the Rate field, or, if you selected a reference in step 5, insert the percentage of that pay type that must be used in the Percent field.

Create an individual rate for a worker

  1. Click Human resources > Setup > Time and attendance > Payroll > Pay types.

  2. Select the pay type to create an individual rate for.

  3. Click Rates.

  4. In the From date and To date fields, insert the date interval when the rate is valid.

  5. Click Worker rates.

  6. Press CTRL+N to create a new line.

  7. Insert a rate in the Rate field, or, if a reference pay type is used, insert the percentage of that pay type that must be used in the Percent field.

  8. Select a worker in the Worker field.

Note

A pay type for a specific worker can only contain a percentage factor if the pay type, for which the worker-specific rate is created, has a Reference pay type.

Create a new rate period for an existing pay type

  1. Click Human resources > Setup > Time and attendance > Payroll > Pay types.

  2. Select the pay type to create a new rate period for.

  3. Click Rates.

  4. Select the rate, and then click Change pay.

  5. Select a new date interval in the From date and To date fields.

  6. If relevant, select a method for increasing the pay rate in the Pay raise method field:

    • Rate raise – Raise the pay rate or percentage by using the amount entered in the Value field.

    • Percentage raise – Raise the pay rate by using the percentage entered in the Value field.

    • New rate – Use the amount entered in the Value field as the new pay rate.

  7. Insert the number or amount with which to raise the rate in the Value field.

Note

If you previously created worker-specific rates for the rate that you creating a new period for, the new or raised rate will automatically be reflected in the worker-specific rates, and they will be raised accordingly.

See also

About payroll in Time and attendance

Pay types (form)