مشاركة عبر

(RUS) Configure parameters for time management

  • مقالة

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

This topic describes how to create a list of time codes for working time, overtime, idle time, vacation, sick leave, business trips, and different kinds of overtime.

Timesheets record daily working hours or a summary of working hours for a specified period. You can set up time codes for a timesheet and indicate whether they are for hourly or daily work. These time codes can be associated with time groups that allow you to track actual working hours for an employee, and absences from work.

You can specify how payment is made to an employee whether the employee is paid monthly, weekly, daily, or hourly. You can also set up the working schedule for employees by using calendars.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisites

Version

Microsoft Dynamics AX 2012 R2 Payroll for Russia Feature Pack

Country/region

The primary address for the legal entity must be in the following countries/regions: Russia

Configuration task

Rates for payroll calculation that are used for employment process must be configured. For more information, see (RUS) Set up parameters for the payroll process.

1. Configure general settings for timesheet

You can use the Timesheet general settings form to configure the timesheet parameters for time codes, timesheet rates, or timesheets that you generate.

To configure the default general settings for a timesheet, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Setup > Setup.

  2. On the General tab, in the Hours/days field, select Hours only, Days only, or Days and hours as the default method to register the time codes.

  3. In the Revenue recognition accounting rule field, select Daily or Summarized as the default method to register timesheets.

  4. Select the Online calculation check box to specify that the payments that are related to the timesheet are calculated automatically when you make changes to the timesheet.

  5. In the Rate 1, Rate 2, and Rate 3 fields, select the timesheet rates as the default rates.

  6. In the Human resource manager field, select the employee who is responsible for the creation of the timesheet.

2. Create a list of time codes

You can create time codes to represent working time, idle time, vacation, sick leave, business trips, and two types of overtime. The types of overtime are payable overtime and non-payable overtime. For payable overtime, employees are paid according to a calculation sequence for every two hours beyond the regular working schedule, and are paid double-time for working on a holiday. For non-payable overtime, working extra hours increases the vacation days for employees.

To create time codes for a timesheet, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Setup > Time code list.

  2. Click New to create a time code.

  3. On the Overview tab, in the Time code field, enter the time code.

  4. In the Name field, enter a name for the time code.

  5. In the Hours/days field, select Hours only, Days only, or Days and hours to modify the method to register time codes, if required.

  6. On the General tab, in the Short description field, enter a short description for the time code.

  7. In the Sequence field, select the calculation sequence that contains counters, where calculation rules are defined to calculate multiple payments for the selected time codes. For more information about counter setup, see "Set up counters for calculation sequences" in (RUS) Set up calculation procedures for the payroll process.

3. Assign time codes to a special time account

You can assign time codes to special time accounts for vacation time, sick list time, or business trip time. The special time account is used to track the employee absence during the creation of the timesheet. For more information, see the RUS) Register vacations, business trips, and calculate compensation and (RUS) Register sick lists manually and calculate compensation topics.

To assign time codes to a special time account, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Setup > Setup.

  2. In the Timesheet general settings form, on the Special times account tab, in the left pane, select Vacation for the special time account.

  3. In the right pane, press CTRL+N, and then select a time code for the vacation time account in the Time code field.

    Note

    You can also select Sick list or Business trip for the special time accounts, and then define their time codes in the Time code field.

  4. Select the Update check box to update the time for the default line that is created when you generate a timesheet.

4. Create time groups

You can create time groups and assign similar time codes for each time group.

To create time groups, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Setup > Time group.

  2. Click New to create a time group.

  3. On the Groups tab, in the Group code field, enter the code for the time group.

  4. In the Short description field, enter a short description for the time group.

  5. On the Time codes tab, in the Time codes field, select the time codes to be added to the time group.

  6. Click < to transfer the selected time code to the Selected field.

    Note

    You can click << to transfer all of the time codes from the Time codes field to the Selected field.

5. Create a payment form and assign a list of time codes

The way that an employee is paid, whether it’s monthly, weekly, daily, or hourly, is referred to as the form of payment. You can create these different forms of payment and assign the applicable list of time codes.

Create a payment form

To create a payment form, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Setup > Timesheet > Payment form.

  2. Click New to create a payment form.

  3. On the Overview tab, in the Payment form field, enter the code for the payment form.

  4. In the Name field, enter a name for the payment form.

  5. Close the form.

Assign time codes to payment forms

To assign a list of time codes to each payment form, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Setup > Timesheet > Time codes.

  2. In the Payment form field, select the payment form to which you want to assign the time codes.

  3. Click New to assign a list of time codes that are applicable to the payment form.

    Use the information in the following table to assign the time codes to a payment form.

    Field

    Description

    Time code

    Select the time code.

    Hours/days

    Modify the method to register time codes, if required.

    Sequence

    Select the sequence of calculation for the selected time code.

6. Create a list of public holidays

You can create a list of public holidays in the Holidays form.

  1. Click Payroll (Russia) > Working time registration > Calendar > Holidays.

  2. Click New to create a holiday.

  3. In the Date field, enter a holiday date.

  4. To indicate that it is a holiday, in the Type of day field, select Holiday.

    Note

    The list of public holidays for the specified calendar period allows you to create calendars with holidays when you select the Holiday accounting check box in the Calendars setup form.

7. Create a calendar and copy the schedule

You can set up calendars that can be used later as working schedules for employees.

To create a calendar, follow these steps:

  1. Click Payroll (Russia) > Working time registration > Calendar > Calendars setup.

  2. Click New to create a new calendar.

  3. In the Calendar type field, select 5 days, 6 days, 7 days or Others as the calendar type.

  4. In the Calendar and Name fields, enter a code and a name for the calendar.

  5. In the Template field, select the template for the calendar. You can create the calendar based on the template that you create in the Standard templates or Periodic templates form.

    Note

    Standard templates can be created for one week. Periodic templates can be created for a specific period. You can specify the period intervals based on the number of days. For example, if you want to create a template for three weeks, then the period interval is 21.

  6. Select the Holiday accounting check box to create a calendar that includes the holidays from the list of public holidays.

  7. In the Number of work hours field, enter the number of working hours in a day.

  8. To create and update daily records for the current calendar, click Calendar.

  9. To change the daily records for the current calendar, in the Calendar form, click Creating calendar to open the Creating calendar form.

  10. In the From date and To date fields, enter the starting date and ending date for the calendar. The template for the calendar displays automatically in the Template field.

  11. Click OK to create daily records in the calendar.

Copy schedule from one calendar to another calendar

You can copy the schedule from one calendar to another calendar, and view the number of working days and hours for the calendar in the Calendars setup form.

  1. Click Payroll (Russia) > Working time registration > Calendar > Calendars setup.

  2. To open the Copy calendar form, click Copy.

  3. In the From calendar and To calendar fields, select the calendar period that is to be copied.

  4. On the Times tab, you can view the number of working days and hours for the calendar, sorted by month and time code.

  5. On the Groups tab, you can view the number of working days and hours for the calendar, sorted by month and time group.

Next step

(RUS) Create a timesheet for an employee

(RUS) Hire, transfer, and dismiss a worker

(RUS) Support the workforce management process

(RUS) Set up parameters for the payroll process

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Click System administration > Setup > Licensing > License configuration. Select the CIS Payroll and CIS Staff administration configuration keys.

Security roles and duties

To perform this task, you must have the following roles:

  • Compensation and benefits manager

  • Human resources administrator

To configure parameters for time management, you must be a member of a security role that includes the following duties.

  • Set up time management master data (RPaySetupTimeMasterData)

  • Inquire into time management master data (RPayTimeMasterDataInquire)

Security roles and privileges

To configure parameters for time management, you must be a member of a security role that includes the privileges that are described in the following table.

Privileges

Name

Procedure

Maintain time management setting

RPayTimeMngSettingsMaintain

Configure general settings for timesheet.

View time management settings

RPayTimeMngSettingsView

Maintain calendars

RPayCalendarMaintain

Create a calendar.

View calendars setting

RPayCalendarSettingsView

Maintain calendars data

RpayCalDataMaintain

Maintain holiday days

RPayHolidaysMaintain

Create a list of public holidays.

Maintain time codes

RPayTeamCodesMaintain

Create list of time codes.

View time codes & groups

RPayTimeCodeGruopsView

Maintain work time profile groups

RPayTeamGroupsMaintain

Create time groups.

Maintain payroll earnings

RPayAvgPayrollMaintain

Create a payment form and assign a list of time codes.

View payment forms setting

RPayPayFormSettingsView