Manager security role (HcmManager)

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

The Manager security role represents a supervisor in a reporting relationship with subordinates.

Duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.

Duty name

Duty AOT name

Duty description

Approve absences

HcmAbsenceApprove

Set up policies and reference data to enable the approval of absences

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Approve signing limits

HRPSigningLimitApprove

Authorize signing limits for workers

Approve worker user requests

HcmWorkerUserRequestApprove

View and approve worker user requests

Inquire into employee information (Enterprise Portal)

HcmEPEmployeeInquire

Respond to inquiries about employee information using Enterprise Portal

Inquire into manager's direct report information (Enterprise Portal)

HcmEPManagerInquire

Respond to inquiries about a manager's direct report information using Enterprise Portal

Inquire into missing timesheets

ProjMissingTimesheetsInquire

Respond into inquiries about missing timesheets

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Inquire into time and attendance progress

JmgTimeAttendanceProgressInquire

Maintain automatic workflow delegation

WorkflowDelegationSettingsMaintain

Maintain employee information (Enterprise Portal)

HcmEPemployeemaintenance

Maintain employee information using Enterprise Portal

Maintain manager access to direct report information (Enterprise Portal)

HcmEPManagerMaintain

Maintain manager access to related direct report information using Enterprise Portal

Maintain shopping carts

CatShoppingCartMaintain

Maintain shopping cart line items

Maintain worker user requests

HcmWorkerUserRequestMaintain

Maintain and submit worker user requests

Duties in Microsoft Dynamics AX 2012 R2

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.

Duty name

Duty AOT name

Duty description

A parameter that is used to group and sub-total the report

ForecastPositionsByBudgetPlanGenerate

Approve absences

HcmAbsenceApprove

Set up policies and reference data to enable the approval of absences

Approve position actions

HcmPositionActionApprove

Approve personnel actions that have a Position-create type or Position-modify type

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Approve signing limits

HRPSigningLimitApprove

Authorize signing limits for workers

Approve worker user requests

HcmWorkerUserRequestApprove

View and approve worker user requests

Inquire into employee information (Enterprise Portal)

HcmEPEmployeeInquire

Respond to inquiries about employee information using Enterprise Portal

Inquire into manager's direct report information (Enterprise Portal)

HcmEPManagerInquire

Respond to inquiries about a manager's direct report information using Enterprise Portal

Inquire into missing timesheets

ProjMissingTimesheetsInquire

Respond into inquiries about missing timesheets

Inquire into position actions

HcmPositionActionProcessInquire

Respond to inquiries about position actions

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Inquire into time and attendance progress

JmgTimeAttendanceProgressInquire

Maintain automatic workflow delegation

WorkflowDelegationSettingsMaintain

Maintain budget plans

BudgetPlanMaintain

Maintain employee information (Enterprise Portal)

HcmEPemployeemaintenance

Maintain employee information using Enterprise Portal

Maintain manager access to direct report information (Enterprise Portal)

HcmEPManagerMaintain

Maintain manager access to related direct report information using Enterprise Portal

Maintain position actions

HcmPositionActionProcessMaintain

Maintain position actions

Maintain shopping carts

CatShoppingCartMaintain

Maintain shopping cart line items

Maintain worker user requests

HcmWorkerUserRequestMaintain

Maintain and submit worker user requests

Select forecast positions

BudgetPlanningSelectPositionMaintain

View budget planning configuration and processes

BudgetPlanningConfigProcessView

Duties in Microsoft Dynamics AX 2012 R3

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.

Duty name

Duty AOT name

Duty description

Maintain budget plans

BudgetPlanMaintain

View budget planning configuration and processes

BudgetPlanningConfigProcessView

Select forecast positions

BudgetPlanningSelectPositionMaintain

Maintain shopping carts

CatShoppingCartMaintain

Maintain shopping cart line items

A parameter that is used to group and sub-total the report

ForecastPositionsByBudgetPlanGenerate

Approve absences

HcmAbsenceApprove

Set up policies and reference data to enable the approval of absences

Inquire into employee information (Enterprise Portal)

HcmEPEmployeeInquire

Respond to inquiries about employee information using Enterprise Portal

Maintain employee information (Enterprise Portal)

HcmEPemployeemaintenance

Maintain employee information using Enterprise Portal

Inquire into manager's direct report information (Enterprise Portal)

HcmEPManagerInquire

Respond to inquiries about a manager's direct report information using Enterprise Portal

Maintain manager access to direct report information (Enterprise Portal)

HcmEPManagerMaintain

Maintain manager access to related direct report information using Enterprise Portal

Approve position actions

HcmPositionActionApprove

Approve personnel actions that have a Position-create type or Position-modify type

Inquire into position actions

HcmPositionActionProcessInquire

Respond to inquiries about position actions

Maintain position actions

HcmPositionActionProcessMaintain

Maintain position actions

Approve worker actions

HcmWorkerActionApprove

Inquire into worker actions

HcmWorkerActionProcessInquire

Respond to inquiries about worker actions

Maintain worker actions

HcmWorkerActionProcessMaintain

Create, edit, and delete worker actions

Approve worker user requests

HcmWorkerUserRequestApprove

View and approve worker user requests

Maintain worker user requests

HcmWorkerUserRequestMaintain

Maintain and submit worker user requests

Approve signing limits

HRPSigningLimitApprove

Authorize signing limits for workers

Inquire into time and attendance progress

JmgTimeAttendanceProgressInquire

Inquire into missing timesheets

ProjMissingTimesheetsInquire

Respond into inquiries about missing timesheets

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Maintain automatic workflow delegation

WorkflowDelegationSettingsMaintain