Set up pay periods for time registration workers [AX 2012]

Updated: January 12, 2012

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

You can set up pay periods for various tasks that are related to the calculation of pay for workers. For example, you use pay periods when you perform the following tasks:

  • Create pay adjustments.

  • Create count units.

  • Transfer pay transactions to an external file.

  • Set up payroll statistics.

Workers who make registrations that are used to generate pay must be assigned to a pay period. This assignment is made when the worker is set up as a time registration worker. For more information, see Assign and maintain worker periods.

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

  2. In the Period types form, click New.

  3. In the Period types field, enter a name for the period type, such as Week or Month. Optionally, in the Description field, enter a description of the period type.

  4. In the Frequency field, select the frequency of the period type.

  5. If you want to automatically split weekly and bi-weekly periods at the end of a month, select the Auto split week check box.

  6. Click Generate periods.

  7. In the Generate periods form, if you want to generate new periods for the workers who are associated with the period type, select the Update worker periods check box.

  8. To define the weekly timesheet periods, select the Update timesheet periods check box. In the Specify start date of the period field, enter the start date of the period. Then, in the Length of period field, enter the number of periods that each ledger period is to be divided into.

    NoteNote

    The Length of period field is not available if the Frequency field in the Period types form is set to Unlimited.

  9. Optional: In the Billable hours field, enter the number of billable hours that are expected for the period.

  10. Optional: In the Efficiency hours field, enter the number of efficiency hours that are expected for each period. Efficiency hours are the hours in which work is actually accomplished.

  11. To see the periods that are generated, in the Period types form, click Periods.


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

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