(RUS) Create a worker

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 worker, make that worker a core worker, and hire the core worker as an employee.

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	Create a legal entity. For more information, see "Create tax registration numbers and insurance fund information for a legal entity" in (RUS) Configure organizational information. Create employee categories, job titles, positions, and branches. For more information, see (RUS) Configure staff administration information for workers and (RUS) Configure organizational information.  Set up the organizational information and reserve a position for a department. For more information, see "Create a department and assign it to a branch" and "Reserve a position for a department" in (RUS) Configure organizational information.

Create a worker record

To create a worker, follow these steps:

1. Click Home > Common > Global address book.

2. On the New tab, click Party to create a new party.

3. In the Record type field, select Person to indicate that the party is a person.

4. In the First name field, enter the first name of the worker, and then select the required legal entity in the Address books field. The added person belongs to the Global address book that is available to other legal entities for future reference.

5. In the Global address book list page, select the employee record, and then click Worker to define this worker as a core worker for the company.

   Note

   The Legal entity and Personnel number are displayed for the selected worker.

6. In the Worker type field, select Employee as the worker type.

7. Click Hire new worker to complete the process of making the person a core worker.

Assign the worker to be used in Payroll (Russia)

Now that you have created the worker record in the Global address book, you must assign the worker record to be used in Payroll (Russia) as an employee or a contractual worker.

1. Click Payroll (Russia) > Common > Employees. On the New tab, click Create new worker to create a core worker as a new employee or a contractual worker.

2. In the Worker field, select the core worker, and then click Create to make the worker an employee or a contractual worker.

3. In the Employees form, select the employee record, and then click Taxes.

4. In the Manage addresses form, click Add.

Use the information in the following table to add the tax registration identification number and the social insurance fund number for Russia.

Field	Description
Name or description	The name or short description of the address record. The text in this field is used as the default delivery name on business documents such as sales orders.
Purpose	Select the purpose of the address in this instance. For example, select Delivery if this address is used for deliveries. You can select more than one purpose.
Country/region	On the Address FastTab, select RUS as the Country/region code for Russia.
Registration type	On the Tax registration FastTab, click Add, and then select one of the following tax registration types: INN – The unique code for the individual taxpayer. SNILS – The unique code for the physical person who is insured in the federal social insurance and pension funds.
Registration number	On the Tax registration FastTab, click Add, and then enter a valid tax registration number for the registration type.

Any change in the employee status is sent as a notification to the Accounts payable clerk if the employee is an advance holder.

Next step

(RUS) Hire, transfer, and dismiss a worker

Related tasks

(RUS) Configure staff administration information for workers

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: Human Resource administrator Recruiter Payroll administrator To configure the creation of a worker, you must be a member of a security role that includes the following duties: Enable project accounting process (ProjProjectAccountingProcessEnable) Inquire into benefits process (HcmBenefitInquire) Inquire into payroll position and worker setup (PayrollPositionWorkerSetupInquire) Inquire into workers (HcmWorkerInquire) Maintain audit policies (ComplianceMgmtAuditPoliciesMaintain) Maintain project master (ProjProjectMasterMaintain)
Security roles and privileges	To configure the creation of a worker, you must be a member of a security role that includes the privileges that are described in the following table. Privileges Name Procedure Create workers HcmWorkerCreate Create a worker.