Assign and maintain worker periods
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
Workers are associated with a period based on the pay and time reporting schedule that they follow.
Assign a period code to a worker
Click Human resources > Common > Workers > Workers.
On the Action Pane, on the Project management tab, in the Set up group, click Project setup.
In the Project setup – Worker form, in the Period code field, select a worker-related period type.
Update worker period definitions
Use the Update worker periods form to automatically update period definitions for all workers who are associated with the period.
Click Organization administration > Common > Calendars > Period types.
Select the period type that you want to update, and then click the Update worker periods button.
In the Update worker periods form, specify a start and end date for the period.
Optional: Specify the norm hours for utilization reporting. These are the expected billable and efficiency hours for the worker during a period.
Generate periods for period types
Use the Generate periods form to generate periods for a new period type, or to create a new period interval for an existing period type.
Click Organization administration > Common > Calendars > Period types.
Select the period type that you want to update, and then click the Generate periods button.
In the Generate periods form, select the Update worker periods check box.
Click OK.
If a period type is revised, the change affects all workers that are associated with the period type.
Split a period
Split periods are periods that span two calendar units of time, such as two months or two weeks. When you split a period, a new period is created. The original period includes the days in the first calendar unit and the new period includes the days in the second calendar unit.
Click Organization administration > Common > Calendars > Period types.
Select a period, and then click the Periods button.
In the Period transactions form, select a period, and then click Split period.
Change the date in the Split on date field as required. The split date becomes the last day of the original calendar unit.
View worker period status
Click Organization administration > Common > Calendars > Period types.
Select a period, and then click Periods.
In the Period transactions form, select a period, and then click Period status.
In the Period status form, select a worker on the Overview tab to view the period utilization calculations for the worker on the Utilization tab.
You can also open the Period status form in Human resources. Click Human resources > Common > Workers > Workers. On the Action Pane, on the Project management tab, in the View group, click Period status.