Time and attendance parameters (form) [AX 2012]

Updated: February 24, 2011

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

Click Human resources > Setup > Time and attendance > Time and attendance parameters.

Use this form to set up the parameters for time and attendance features.

For example, you can specify the following parameters for time and attendance registrations:

  • How to open the Job registrationform

  • How and when to update the Job registration form

  • Which journals to use for different registrations

  • Which dimensions to use for registrations

  • Which cost category or real costs to use to calculate payroll and material costs

  • How payroll information is processed

  • Which parameters to use for electronic timecards

  • Which number sequences to use for job registration, messages on the notice board, and journals

The following tables provide descriptions for the controls in this form.

Link

Description

General

Set up parameters for the system, clock-out, synchronization, absence, and inventory.

Project

Set up parameters and dimensions for projects.

Indirect activities

Set up parameters and dimensions for indirect activities.

Cost price

Set up parameters for direct payroll costs, indirect payroll costs, and factors to calculate the cost price.

Payroll

Set up processing of the payroll file. The payroll file can be used by an external payroll system.

Display options

Set up parameters for electronic timecards.

Number sequences

Set up parameters for number sequences.

Button

Description

Restore values

Reset the values to the default values.

Field

Description

Auto insert flex- / absence

Select the job that is automatically inserted during the calculation of registrations, if the time that the worker registers is less than the regular time for that worker's workday. For example, a worker has 7.5 work hours per workday, but the worker only registered 6.5 work hours for Monday. Therefore, the missing work hour is registered for the job that is selected in this field.

NoteNote

This field is used only if you enter a value in the Overtime / flex limit field in the Profile form when you set up profiles for work time.

Use password

Select the check box if workers must use a password for identification. If you clear the check box, the personnel number is used as the worker ID.

Caution noteCaution

If workers use terminals to register their time and jobs, we recommend that you require passwords. Otherwise, workers can use an incorrect worker ID to register.

For each worker, enter a password in the Password field on the Time registration FastTab of the Worker form.

Use badge ID

Select the check box to use the worker's badge ID as identification. If you clear the check box, the personnel number is used as identification.

Time presentation

Select how time is displayed.

Example

Depending on your selection, seven hours and thirty minutes is displayed as follows:

  • Seconds –27000

  • 60-minute hours - 07:30:00

  • Centihours - 7.50

  • Minutes - 450

Permanent teams

Select the check box to save pilot relations and assistant relations after the clock-out registration for workers who registered either as assistants to other workers or as team pilots.

If you select this check box, the teams can be automatically recreated on the following workday. The first worker on the team who clocks in on the following workday becomes the pilot. The other members of the team are automatically registered as assistants when they clock in.

The pilot makes all of the registrations for the team during the workday.

Restart at clock-in

Select the check box to restart the job that a worker was working on when he or she clocked out. The job is restarted the next time that the worker clocks in.

Job table synchronization mode

Select how the job table for time and attendance is synchronized with base data.

If you select Online, every new job is immediately transferred to the job table. If you select Offline, the job table is updated periodically.

Registration error mode

Specify whether registration is prohibited or automatically corrected if an error is detected in raw registrations.

Get registration time from

Select whether the registration time is taken from the client computer or the server computer when a registration is made.

Caution noteCaution

We recommend that you set up time and attendance features so that they use the server computer's time for registrations.

For the features to use the client computer's time, we recommend that you block access to the computer's system time and that you synchronize the time on the client computer with a central server.

For more information, see the operating system documentation.

All registrations have a timestamp. An incorrect timestamp can corrupt data.

Bar code setup

Select the type of bar code that is printed on items such as worker badges and job cards.

Max. working minutes

Enter the maximum number of minutes that the worker can work before he or she must register a clock-out. If this time is exceeded, the worker is prompted for information.

The action that is taken depends on the value of the Automatic check box.

Automatic

Select the check box to indicate that a clock-out registration is made if a worker's working minutes exceed the number of minutes that you specify in the Max. working minutes field.

If you clear the check box, the worker is prompted for the date and time of the clock-out the next time that he or she registers. Typically, the next registration occurs when the worker clocks in.

Update clock control

Specify how frequently the clock is updated in the Job registration form.

Caution noteCaution

To use the client computer's time for registrations, we recommend that you block access to the computer's system time and synchronize the time on the client computer with a central server. An incorrect timestamp on registrations can corrupt data.

For information about how to block access to the system time or synchronize time with a server, see the operating system documentation.

Update notice board

Specify how frequently the notice board is updated in the Job registration form.

Update job list

Specify how frequently the job list is updated in the Job registration form.

No input

Specify how frequently the Job registration form is updated when it is idle.

Transfer absence to Human resources

Select the check box to transfer absence registration features in time and attendance to absence journals in the Human resources module.

Absence

Select the basis on which dimensions are applied to absence registrations.

Inventory adjustment

Select the inventory journal that is used to post material consumption that is not related to a production order.

Hour

Select the project journal that is used to post time that is spent on projects. Time is posted when registrations are transferred.

Fee

Select the project journal that is used to post project fees.

You can open the project fee journal from the Job registration form and the Electronic timecard form.

Item

Select the project journal that is used to post material consumption for projects.

You can open the project inventory journal from the Job registration form and the Electronic timecard form.

Post automatically

Select the check box to post hour journals automatically when registrations are transferred.

Cost category

Select the check box to calculate cost based on the cost categories that are applied to the project's categories or workers. If you clear the check box, the cost of the project is calculated based on the pay transactions that are generated.

Update start on-line

Select how the project status can be updated by using time and attendance features.

Dimension

Select the dimensions that are applied to project-related registrations.

  • Job – The dimensions that are assigned to the job are applied.

  • Worker – The dimensions that are assigned to the worker are applied.

  • Job -> worker – The dimensions that are assigned to the job are applied. If dimensions are not assigned to the job, the dimensions that are assigned to the worker are applied.

  • Worker -> job – The dimensions that are assigned to the worker are applied. If dimensions are not assigned to the worker, the dimensions that are assigned to the job are applied.

Ledger journal

Select the ledger journal that is used to post time that is spent on indirect activities.

Cost category

Select the check box to calculate cost based on the cost categories that are applied to indirect activities. If you clear the check box, cost is calculated based on the pay transactions that are generated.

Job

Select the dimensions that are applied to registrations on indirect activities.

  • Job – The dimensions that are assigned to the job are applied.

  • Worker – The dimensions that are assigned to the worker are applied.

  • Job -> worker – The dimensions that are assigned to the job are applied. If dimensions are not assigned to the job, the dimensions that are assigned to the worker are applied.

  • Worker -> job – The dimensions that are assigned to the worker are applied. If dimensions are not assigned to the worker, the dimensions that are assigned to the job are applied.

Break

Select the dimensions that are applied to break registrations.

  • Job – The dimensions that are assigned to the job are applied.

  • Worker – The dimensions that are assigned to the worker are applied.

  • Job -> worker – The dimensions that are assigned to the job are applied. If dimensions are not assigned to the job, the dimensions that are assigned to the worker are applied.

  • Worker -> job – The dimensions that are assigned to the worker are applied. If dimensions are not assigned to the worker, the dimensions that are assigned to the job are applied.

Standard time

If cost is calculated based on pay, specify how the value of standard time is included in the calculation.

  • Yes – The value is included directly in the period during which the cost was generated.

  • Allocation – The value is distributed among the various jobs of the day. The net time of each job is used as the allocation key.

  • No – The value is not included in cost calculations.

Overtime

See the description of the Standard time field.

Paid breaks

See the description of the Standard time field.

Flex+

See the description of the Standard time field.

Automatic premiums

See the description of the Standard time field.

Manual premiums

If cost is calculated based on pay, specify how the value of manual premiums is included in the calculation.

  • Yes – The value is added to a specific job, if a job is selected for the Transaction ID reference in the Number sequences area.

  • Allocation – The value is distributed among the various jobs of the day. The net time of each job is used as the allocation key.

  • No – The value is not used in cost calculations.

Flex-

If cost is calculated based on pay, specify how the value of flex time is included in the calculation.

  • Allocation – The value is distributed among the various jobs on the day. The net time of each job is used as the allocation key.

  • No – The value is not included in cost calculations.

Absence

If cost is calculated based on pay, specify how the value of absence is included in the calculation.

  • Allocation – The value is distributed among the various jobs of the day. The net time of each job is used as the allocation key.

  • No – The value is not included in cost calculations.

Factor

If cost is calculated based on pay, enter the number that the calculated cost is multiplied by.

Pay file

Enter the path and name of the pay file that is generated when payroll transactions are exported.

The Transfer to pay form shows where the path and file name are used. Click Human resources > Periodic > Time and attendance > Payroll > Transfer to pay.

Caution noteCaution

To protect sensitive data, save the payroll file to a secure location.

Roll-back error

Specify whether the user can roll back registrations after pay transactions have been exported to a file.

  • Error – The user receives an error message, and the rollback is not performed.

  • Warning – The user receives a warning message before the rollback is performed.

  • Accept –The rollback is performed. No message is displayed to the user.

Input mode

Select the input mode that is used in the Electronic timecard form.

  • Timestamps – The user selects a start time and end time for each job.

  • Elapsed time – The user enters the time that was spent on each job. This time includes break time.

  • Net time – The user enters the net time that was spent on each job. Net time excludes break time.

Show start date

Select the check box to display the Start date field in the Electronic timecard form.

If you clear the check box, the profile date is used as the start date of each registration.

Show end date

Select the check box to display the End date field in the Electronic timecard form.

If you clear the check box, the profile date is used as the end date of each registration.

Reference

The reference for the number sequence.

Number sequence code

Select the number sequence that you want to associate with the reference.


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