Payroll administrator security role (HcmPayrollAdministrator) [AX 2012]

Updated: May 5, 2014

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

The Payroll administrator security role represents a user who documents payroll events, responds to payroll inquiries, and records the financial consequences of payroll events.

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

Enable payroll process

HcmPayrollProcessEnable

Set up policies and reference data to enable the payroll process

Inquire into absence process

HcmAbsenceProcessInquire

Respond to inquiries about absence data

Inquire into absence transactions

HcmAbsenceTransactionInquire

Respond to inquiries about absence transactions

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Inquire into workers

HcmWorkerInquire

Respond to inquiries about employee and contractor data

Inquire into workforce management process

HcmWorkforceProcessInquire

Respond to inquiries about workforce reference data

Maintain time and attendance payroll

JmgTimeAttendancePayrollMaintain

Document and record time and attendance payroll

Maintain time and attendance payroll adjustments

JmgTimeAttendancePayrollAjustMaintain

Maintain worker bank accounts

HcmBankAccountsMaintain

Maintain worker bank account information

Maintain worker personal identifications

HcmPersonIdentificationMaintain

Maintain worker personal identification information

Review payroll process performance

JmgPayrollProcessPerformanceReview

Monitor, analyze, and improve the payroll process performance

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

Duty name

Duty AOT name

Duty description

Approve position actions

HcmPositionActionApprove

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

Enable calendar management process

WorkCalendarsEnable

Set up policies and reference data to enable the use of calendars

Enable payroll process

HcmPayrollProcessEnable

Set up policies and reference data to enable the payroll process

Enable time and attendance payroll process

JmgTimeAttendancePayrollProcessEnable

Set up policies and reference data to enable the time and attendance payroll process

Enable time and attendance process

JmgTimeAttendanceProcessEnable

Set up policies and reference data to enable the time and attendance process

Generate Form W-2 reports

PayrollGenerateW2Reports

Generate Form W-2 reports

Inquire into absence process

HcmAbsenceProcessInquire

Respond to inquiries about absence data

Inquire into absence transactions

HcmAbsenceTransactionInquire

Respond to inquiries about absence transactions

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Inquire into organizational process

HcmOrganizationalProcessInquire

Respond to inquiries about organizational reference data

Inquire into payroll position and worker setup

PayrollPositionWorkerSetupInquire

Inquire into position and worker setup for payroll

Inquire into workers

HcmWorkerInquire

Respond to inquiries about employee and contractor data

Issue payments to workers

PayrollIssueWorkerPaymentsMaintain

Create payment journal for worker payments

Maintain calendar master

WorkCalendarMasterMaintain

Maintain earning entry

PayrollEarningStatementGenerationMaint

Create, edit, and generate payroll earnings transactions

Maintain pay agreement master

JmgPayAgreementMasterMaintain

Maintain payroll worker tax setup

PayrollWorkerTaxSetupMaintian

Set up worker tax information for payroll

Maintain position actions

HcmPositionActionProcessMaintain

Maintain position actions

Maintain time and attendance payroll

JmgTimeAttendancePayrollMaintain

Document and record time and attendance payroll

Maintain time and attendance payroll adjustments

JmgTimeAttendancePayrollAjustMaintain

Maintain worker bank accounts

HcmBankAccountsMaintain

Maintain worker bank account information

Maintain worker master

HcmWorkerMaintain

Maintain workers

Maintain worker personal identifications

HcmPersonIdentificationMaintain

Maintain worker personal identification information

Post pay statements

PayrollJournalizePayStatementMaintain

Transfer fiscal impact of pay statements to the general ledger

Review payroll process performance

JmgPayrollProcessPerformanceReview

Monitor, analyze, and improve the payroll process performance

Set up payroll positions and workers

PayrollPositionWorkerSetupMaintain

Set up positions and workers for payroll

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

Duty name

Duty AOT name

Duty description

Inquire into bank accounts master

BankBankAccountsInquire

Respond to inquiries about bank master data

Inquire into absence process

HcmAbsenceProcessInquire

Respond to inquiries about absence data

Inquire into absence transactions

HcmAbsenceTransactionInquire

Respond to inquiries about absence transactions

Maintain worker bank accounts

HcmBankAccountsMaintain

Maintain worker bank account information

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Enable payroll process

HcmPayrollProcessEnable

Set up policies and reference data to enable the payroll process

Maintain worker personal identifications

HcmPersonIdentificationMaintain

Maintain worker personal identification information

Approve position actions

HcmPositionActionApprove

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

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

Inquire into workers

HcmWorkerInquire

Respond to inquiries about employee and contractor data

Maintain worker master

HcmWorkerMaintain

Maintain workers

Maintain pay agreement master

JmgPayAgreementMasterMaintain

Review payroll process performance

JmgPayrollProcessPerformanceReview

Monitor, analyze, and improve the payroll process performance

Maintain time and attendance payroll adjustments

JmgTimeAttendancePayrollAjustMaintain

Maintain time and attendance payroll

JmgTimeAttendancePayrollMaintain

Document and record time and attendance payroll

Enable time and attendance payroll process

JmgTimeAttendancePayrollProcessEnable

Set up policies and reference data to enable the time and attendance payroll process

Enable time and attendance process

JmgTimeAttendanceProcessEnable

Set up policies and reference data to enable the time and attendance process

Inquire into data that is available in the payroll cube

PayrollCubeInquire

Maintain earning entry

PayrollEarningStatementGenerationMaint

Create, edit, and generate payroll earnings transactions

Generate payroll tax reports

PayrollGenerateTaxReport

Generate reports to use when preparing payroll taxes

Generate Form W-2 reports

PayrollGenerateW2Reports

Generate Form W-2 reports

Issue payments to workers

PayrollIssueWorkerPaymentsMaintain

Create payment journal for worker payments

Post pay statements

PayrollJournalizePayStatementMaintain

Transfer fiscal impact of pay statements to the general ledger

Set up payroll master data

PayrollMasterDataMaintain

Set up the core data for the payroll system

Maintain pay statements

PayrollPayStatementGenerationMaintain

Create, calculate, and edit {locked} Payroll pay statements

Inquire into payroll position and worker setup

PayrollPositionWorkerSetupInquire

Inquire into position and worker setup for payroll

Set up payroll positions and workers

PayrollPositionWorkerSetupMaintain

Set up positions and workers for payroll

Maintain payroll positive payments

PayrollPositivePayMaintain

Maintain payroll worker tax setup

PayrollWorkerTaxSetupMaintian

Set up worker tax information for payroll

Create earnings statement

RPayEarningMaintain

Enable tax settlement

RPayTaxSettlementEnable

Inquire into time management master data

RPayTimeMasterDataInquire

Inquire into time management process

RPayTimeProcessInquire

Maintain calendar master

WorkCalendarMasterMaintain

Enable calendar management process

WorkCalendarsEnable

Set up policies and reference data to enable the use of calendars


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