Key tasks: Jobs
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
Before you can create jobs, you must set up some reference information that you can use for jobs. The procedures in this topic are listed in the order in which you should complete them.
What do you want to do?
Learn more about...
Set up job types
Set up job functions
Set up job titles
Set up areas of responsibility
Set up job tasks
Create a job template
Create a job
Recruit for a job
Find form help
Find related tasks
Learn more about...
Click these links to find more information about the concepts that are discussed in this topic.
About departments, jobs, and positions
Set up job types
Job types can be used to classify jobs into categories and are also useful when you set up compensation management.
Note
Job types are not required. However, if you plan to use job types when you set up eligibility rules for compensation management, you should set up job types before you set up jobs. When you create jobs, you can then assign job types to the jobs.
Click Human resources > Setup > Organization > Job types.
Click New.
Enter a name for the job type.
Enter a brief description for the job type.
Select one of the following options to indicate the exempt status of jobs with this job type:
Exempt – Jobs are exempt from overtime under the Fair Labor Standards Act (FLSA).
Non-exempt – Jobs are not exempt from overtime under the FLSA.
Does not apply – FLSA coverage is not applicable.
Complete steps 2 through 5 for each additional job type.
Back to top
Set up job functions
Job functions are tasks, duties, or responsibilities that are assigned to a job and are useful when you set up compensation management. A job can have one or more job functions assigned to it.
Note
Job functions are not required However, if you plan to use job functions when you set up eligibility rules for compensation management, you should set up job functions before you set up jobs. When you create jobs, you can then assign job functions to the jobs.
Click Human resources > Setup > Organization > Job functions.
Click New.
Enter an identification code for the job function.
Enter a brief description of the job function.
Complete steps 2 through 4 for each additional job function.
Back to top
Set up job titles
Before you create jobs, you must set up titles for those jobs. Positions inherit job titles from the jobs that the positions are associated with.
Note
Titles are not exclusive to jobs. The titles that you set up in this procedure can also be used for positions and workers.
Click Human resources > Setup > Workers > Titles.
Click New.
Enter the name of the job title.
Complete steps 2 and 3 for each title in your company or organization.
Back to top
Set up areas of responsibility
Areas of responsibility are the work roles, processes, products, and actions that a worker is responsible for in a job.
Click Human resources > Setup > Organization > Areas of responsibility.
Click New.
Enter the name for the area of responsibility.
Enter a brief description of the area of responsibility.
Optional: Enter additional information about the area of responsibility. For example, if the area of responsibility is Sec-1 and the description is Secure area 1, you could list the rooms that are included in the specific section of the building that a person with this area of responsibility is responsible for.
Complete steps 2 through 4 for each area of responsibility in your company or organization.
After you create the areas of responsibilities, they will be available to select from in the Job form.
Back to top
Set up job tasks
Positions inherit job tasks from the jobs that the positions are associated with.
Click Human resources > Setup > Organization > Job tasks.
Click New.
Enter a name for the job task.
Enter a brief description of the job task.
Optional: Enter additional information about the job task. For example, if the job task is Sec-Equipment and the description is Ensure all security equipment is functioning correctly, you could list specific information about the security equipment.
Back to top
Create a job template
You can use a job template to define job information that applies to multiple jobs, and then you can create jobs from the template. By using job templates, you do not have to manually enter the same information into jobs that are similar.
Click Human resources > Setup > Organization > Job templates.
Click New.
Enter a unique name for the job template.
Enter a brief description of the job template.
This description is displayed in the Description column in the grid in the Job templates form and is available in the Job template field in the Copy from template form.
Optional: Enter additional information about the job template. For example, you could describe the jobs that this template should be used to create.
Optional: Add competency requirements to the job template. To do this, complete one or more of the following tasks:
Note
Before you complete this step, you must set up competencies.
On the Skills FastTab, add skills that might be required for jobs that are created from this template.
On the Certificates FastTab, add certificates that might be required for jobs that are created from this template.
On the Tests FastTab, add tests that might be required for jobs that are created from this template.
Note
This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
On the Education FastTab, add education information that might be required for jobs that are created from this template.
On the Screenings FastTab, add screenings that might be required for jobs that are created from this template.
Note
This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
The competencies that you add to the job template will be included in the competency requirements for jobs that you create from this template.
Optional: On the Job tasks FastTab, add job tasks to the job template.
Optional: On the Areas of responsibility FastTab, add areas of responsibility to the job template.
Optional: On the Action Pane, click ADA to set up or print information about physical requirements associated with jobs that are created from this template.
Back to top
Create a job
You must create jobs before you can create positions. Only the job name is required to create a job. However, you can also add information to the job record. Some of the additional information will be inherited by the positions that are associated with the job.
Click Human resources > Common > Organization > Jobs.
On the Action Pane, click Job.
Enter a name for the job.
Note
The remaining steps in this procedure are optional.
Press CTRL+S to save the new job record.
Use one of the following methods to add information to the job:
To copy information from a template or from an existing job, complete steps 6 through 9.
To manually enter information, go to step 10, and then complete steps 10 through 24.
On the Action Pane, click Copy from, and then select Copy from template or Copy from job.
Select a job template or an existing job to create the job from.
In the Copy field group, select the information to copy information from.
For example, to copy only the areas of responsibility information to the new job, select the Responsibility check box.
Click OK. The information that you selected to copy is added to the job.
To enter additional information for the job, complete one or more of steps 10 through 24.
Enter a brief description of the job.
Select a title for the job.
Indicate the number of positions that are allowed for the job.
Maximum positions – Select this option and then enter the maximum number of positions that are allowed for the job.
Unlimited – Select this option to indicate that an unlimited number of positions are allowed for the job.
Enter an employment factor from 0 to 1. The value 1 indicates a full-time job. For part-time employment, enter a number between 0 and 1. For example, a half-time job can be .5.
On the Job classification FastTab, select a job type to associate with the job.
Enter additional information about the job.
Select a job function.
On the Compensation FastTab, select a wage level for the job. For more information about wage levels, see About compensation plans.
Select the survey company that is responsible for the survey that was applied to establish the market-based pay range for this job.
Enter the job code that the survey company uses for this job.
Enter the market price range information for the job from the following options:
Source – Enter the source of the information for the market-based pay range.
Low threshold – Enter the minimum amount that a worker in this job would get paid.
Control point – Enter the base amount that a worker in this job would get paid.
High threshold – Enter the maximum amount that a worker in this job would get paid.
Add competency requirements to the job. To do this, complete one or more of the following tasks:
Note
Before you complete this step, you must set up competencies.
On the Skills FastTab, add skills that might be required for the job.
On the Certificates FastTab, add certificates that might be required for the job.
On the Tests FastTab, add tests that might be required for jobs that are created from this template.
Note
This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
On the Education FastTab, add education information that might be required for jobs that are created from this template.
On the Screenings FastTab, add screenings that might be required for jobs that are created from this template.
Note
This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
On the Job tasks FastTab, add job tasks to the job.
On the Areas of responsibility FastTab, add areas of responsibility to the job.
On the Action Pane, click ADA to set up or print information about physical requirements associated with the job.
Back to top
Recruit for a job
After you create jobs, you can create recruitment projects to recruit people to fill the positions for those jobs. For more information, see Create a recruitment project.
Back to top
Find form help
Job types and exempt status (form)