Position payroll tasks [AX 2012]

Updated: September 13, 2012

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

This topic outlines the tasks that must be completed to process payroll for a position. Before you begin to complete the tasks in this topic, make sure that someone in your organization has completed the following prerequisites:

In addition to the list earlier in this topic, you must also gather the information that is required to complete the following steps so that you can add the information to positions.

NoteNote

This topic describes functionality that is available only if Payroll for Microsoft Dynamics AX 2012 is installed.

Click these links to find more information about the concepts that are discussed in this topic.

Setting up and maintaining Payroll

About departments, jobs, and positions

You must specify payroll details and add them to a position before you can generate payroll for the position.

  1. Click Payroll > Common > Positions > Positions.

  2. Double-click a position to open the Position form.

  3. On the Action Pane, click Edit.

  4. Click the Payroll FastTab to open it and enter the following information:

    • Pay cycle – Select the pay cycle that specifies the payroll calculation frequency and pay date for the position.

    • Paid by – Select the legal entity that is responsible for making the payroll payments for this position.

      The legal entity that is responsible for paying for the position must be assigned to the position before worker tax codes can be assigned to workers.

      NoteNote

      Default tax codes for each position are assigned in the Worker form. For more information, see Worker (form).

    • Annual regular hours – Enter the number of regularly paid hours that the position is expected to have each year. This is used to determine salary adjustments. For example, you might enter 2080 for a regular salaried worker, which equals 40 hours each week. If a worker has eight hours of sick time, the difference of 32 hours can be automatically calculated.

    • Workers' compensation – Click Add and select a compensation state and a compensation code. Repeat these steps for any additional workers’ compensation benefits.

    • Earnings – The fields in this group interact in various ways to determine how earnings are generated and shown on earnings statements.

      • If neither Generate salary nor Generate earnings from schedule is selected, base earnings statement lines for the position are not generated. Only the recurring earnings specified as payroll earning codes in the Worker form are generated.

      • If Generate earnings from schedule is selected and Generate salary is not selected:

        • A schedule is required. You can select from among the calendars that have been created for the legal entity that is selected in the Paid by field.

        • A default earning code is required.

        • A day-by-day breakout of earnings for the position is shown in the worker’s earnings statement.

        This set of selections is usually used for hourly workers.

      • If Generate salary is selected and Generate earnings from schedule is not selected:

        • A default earning code is required.

        • The worker is paid the standard position salary amount for each pay period, and a single line is included in the earnings statement. The line will have the date of the last day in the pay period.

          NoteNote

          If earnings statement lines were entered manually before the earnings were generated, the salary could be split across more than one line. The total of the manually entered lines and the single generated line is always the standard salary amount.

        This set of selections is usually used for salaried workers.

      • If both Generate salary and Generate earnings from schedule are selected:

        • A schedule is required. You can select from among the calendars that have been created for the legal entity that is selected in the Paid by field.

        • A default earning code is required.

        • The worker is paid the standard position salary amount for each pay period.

        • A day-by-day breakout of earnings for the position is shown in the worker’s earnings statement.

        This set of selections is used for salaried workers when you want a day-by-day breakout of their time. For example, if the worker’s time is associated with a project two days out of five.

  5. Click the Labor union FastTab to open it and select the union agreement.

Repeat these steps to set up payroll details for additional positions.

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