Setting up and maintaining Human resources [AX 2012]

Updated: November 25, 2013

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

The following table lists the forms that support setting up and maintaining Human resources. The table entries are organized by task and then alphabetically by form name.


Some forms in the following table require information or parameter settings to open them.

Business process component task

Form name


Defining organization information

Areas of responsibility (form)

Define the general areas of responsibility that occur in a company.

Job functions (form)

Set up job functions. You can use job functions together with job types to filter compensation plans for specific jobs.

Job tasks (form)

Create job tasks that you can associate with jobs.

Job templates (form)

Create job templates, which you can use as the basis for jobs that you create and that are similar in function or purpose.

Job types and exempt status (form)

Set up job types. You can use job types, together with job functions, to filter compensation plans for specific jobs.

Position hierarchy types (form)

Create position hierarchy types for each organizational hierarchy that your organization or company uses.

Position type (form)

Create categories of positions to which you can assign positions that are similar in function or purpose.




Defining general worker information

Accommodation types (form)

Set up the specific types of workplace accommodations that you provide to workers and applicants.

Benefit elements (form)

Set up current and future benefits that workers and their dependents and beneficiaries can receive.

Ethnic origin (form)

Set up ethnic origins for workers.

Form I-9 document types (form)

Set up specific work eligibility verification documents that employees provide to prove their work eligibility status.

Identification type (form)

Set up identification types for workers.

Injury and illness (form)

Set up injury and illness information, such as types of injuries and illnesses, body parts, types of outcome and costs, and reporting agencies.

Labor unions (form)

Set up labor unions that workers might be associated with.

Language codes (form)

Create language codes to use when recording the native language of workers.

Leave types (form)

Set up the types of leave that workers can take from the organization or company.

Loan items (form)

Set up items that can be loaned to workers.

Loan types (form)

Set up loan types that are used to categorize loaned items.

Reminder types (form)

Set up types of reminders for workers.

Position and job titles (form)

Set up titles for jobs, positions, and workers.

Veteran status (form)

Set up veteran statuses for workers.

Worker tasks (form)

Set up tasks that you can later assign to workers.




Defining recruitment information

Application bookmarks (form)

Set up application bookmarks, which are used to insert information about an applicant and the job that the applicant is applying for into letters and emails that you send to applicants.

Application e-mail templates (form)

Create email templates to use when communicating with applicants.

Advertising media (form)

Set up a list of advertising media that you use to recruit new workers.

Media types (form)

Set up the types of advertising media that you use to recruit new workers.




Defining competency information

Certificate types (form)

Create and manage certificates of achievement.

Degrees (form)

Create educational degrees that workers in your organization or company might have.

Education discipline category (form)

Create education discipline categories to categorize education disciplines.

Education disciplines (form)

Enter levels of education that an employee must or should have acquired to be considered qualified for a position.

Institutions (form)

Maintain a list of learning institutions so that you can specify where workers received their education or where they attended courses.

Issuing agencies (form)

Enter information about government or other entities that are authorized to issue employment eligibility verification documents.

Skill types (form)

Create and manage types of skills.

Skills (form)

Create skills that a worker, applicant, or contact person might have.




Defining payroll information

Income tax categories (form)

Create tax categories for workers.

Income tax codes

Create tax categories for workers.

Insurance types (form)

Create types of insurance policies for workers.

Leave types (form)

Set up the types of leave that workers can take from the company.

Payroll allowance

Enter the amount of a worker’s salary that is non-taxable.

Payroll category

Create categories to classify worker salaries.

Payroll scale level

Create payroll scale levels that you can assign to a worker.

Personnel categories (form)

Create categories of workers to provide a basis for assigning payroll information.

Salary deduction types (form)

Create the types of deductions that can be made from worker salaries.

Terms of employment (form)

Create categories of employment terms.

Wage groups (form)

Create and assign wage groups to a personnel category.




Defining absence information

Absence codes (form)

Create absence codes to indicate the reason for an absence.

Absence groups (form)

Create groups of absence codes.

Absence setup (form)

Create absence setups that you can use to control how workers register absences.

Absence status (form)

Specify the lists of information that are displayed in the Absence status report.

Absence status columns (form)

Define the column-interval layout of the Absence status report.




Defining training information

Classroom groups (form)

Create groups of course locations.

Classrooms (form)

Record the rooms that you use at course locations.

Course groups (form)

Create course groups to organize course types into groups.

Course locations (form)

Maintain a list of locations where courses are held.

Course types (form)

Create course types to be offered by the company or taken by workers.

Instructors (form)

Set up course instructors and assign them to specific course locations.




Defining performance information

Discussion types (form)

Create types of discussions to group similar discussions together.

Goal headings (form)

Create categories to organize worker goals.

Goal types (form)

Set up goal types that you can use to help organize worker goals and to provide instructions and guidelines to workers who are to complete the goals assigned to a goal type.




Defining compensation information

Compensation grids (form)

Set up compensation grids if your organization uses an external compensation system and you want to generate basic compensation plans with pay range guidelines.

Compensation regions (form)

Set up compensation regions to specify compensation based on a workplace location.

External pay groups (form)

Create different pay groups, sometimes referred to as pay companies, to use for sending compensation data to payroll.

Fixed compensation actions (form)

Set up fixed compensation actions that can be used when changing a worker’s compensation setup or to automatically calculate new fixed compensation plans.

Levels (form)

Create discrete levels for the three compensation plan types.

Pay frequencies

Create the different frequencies of pay used at your company.

Performance plans (form)

Create performance plans.

Performance ratings (form)

Specify performance ratings that can be used in compensation plans to determine the amount of a merit increase or variable award.

Reference point setups (form)

Create reference point setups that include a set of reference points that represent ranges in a pay rate matrix.

Reference points (form)

Create reference points for a reference point setup. Reference points represent ranges in a matrix and each range can be associated with a pay rate.

Survey companies (form)

Maintain name and contact information for survey companies that provide market pricing information.

Variable compensation types (form)

Set up variable awards to be granted to workers.

Vesting rules (form)

Specify different vesting rules for variable long-term awards.




Defining benefit information

Benefit elements (form)

Set up current and future benefits that workers and their dependents and beneficiaries can receive.

Maintain benefits (form)

View and modify benefits for workers and their dependents and beneficiaries.

Personal contacts (form)

Maintain information about a worker’s personal contacts. This includes emergency contacts and information about contacts who are dependents or designated as beneficiaries.




Defining time and attendance information

Approval groups (form)

Set up groups that are used to associate a group of workers to a supervisor or manager with regard to approval of registrations.

Calculation groups

Set up groups that are used to associate a group of workers to a supervisor or manager with regard to calculation of registrations.

Calculation parameters (form)

Set up how time registration is calculated with regard to work hours, breaks, absence, and flex time.

Flex groups (form)

Set up groups that define how to handle workers’ flexible hours.

Indirect activities

Set up activities or jobs that are used for time registration. These activities are not directly connected to a production job or a project.

Manual premiums (form)

Set up premiums that can be assigned to a worker by a supervisor or manager during approval of registrations.

Pay agreements

Set up pay agreements.

Pay types (form)

Set up pay types that are used in pay agreements.

Payroll statistics setup (form)

Set up payroll statistics to be able to summarize pay types or view workers’ payroll balances.

Period types (form)

Set up periods that are used when calculating pay for workers.

Profile (form)

Set up work time profiles that divide a work day into different periods, such as work time, break time, and overtime.

Profile calendar

Set up profiles for one worker or a group of workers for a period of time.

Profile group

Set up groups that define which profiles to use for different work situations.

Synchronize job table (class form)

Set up and run synchronization of the various job types that can be used for registration.

Time and attendance parameters (form)

Set up parameters for time and attendance.

Time and attendance configuration wizard (form)

Assign number sequences to various job types that are used for registration.

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