Worker (form)

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

Click Human resources > Common > Workers > Workers. Select a worker. On the Action Pane, click Edit.

Use this form to maintain information for a worker. A worker can be a contractor or an employee within your legal entity or organization.

Tasks that use this form

Key tasks: Workers

Assign and maintain worker periods

Enable validation parameters

Integrate a worker in Microsoft Dynamics AX with Microsoft Project Server

Manage workers in projects

Set up worker attributes

Links

Link	Description
Profile	Maintain address information, contact information, personal information, and time registration information for the worker.
Employment	Enter employment, pension, vacation, and financial dimension information for the worker.
Absence	Enter absence setup information for the worker.
Compensation	Access links to forms where you can set up employee compensation. Note This link is available only if the worker has a worker type of Employee.
Payroll	Maintain payroll information for the worker. Note This link is not used by Payroll for Microsoft Dynamics AX 2012. It is available only if the worker has a worker type of Employee and if the configuration key for Human resource I > Payroll information is enabled.
Competencies and development	Maintain competency and development information for the worker.

Worker actions

Action button	Description
New case	Open the New case form, where you can create a case for the worker. For more information about cases, see Case management.
Image	Open the Image form, where you can add an image file to the worker record.
Hire new worker	Enter preliminary information about a new worker before creating the new worker record. After you enter the preliminary information, click Hire new worker to return to the Worker form, where the preliminary information is displayed in the new worker record.
Transfer worker	Open the Transfer worker form, where you can transfer a worker to a different job and position assignment.
Terminate	Enter preliminary information about the termination event. After you enter the preliminary information, click Terminate worker to end the employment of the worker. Note If the worker has more than one employment in your organization, you will end all of the worker’s employments when you click Terminate worker. To end only one employment for a worker, but allow the worker to remain employed in a different legal entity, click End in the Employment area of this form, and then enter the required information. To remove a worker from one position, but allow the worker to remain assigned to other positions, you should end the position assignment instead of terminating the employment of the worker. For more information, see Offboard workers.
Create eligibility event	Create an event that will allow you to determine which benefits the selected workers are eligible for: Event – Enter a name for the event. It is helpful to use a naming scheme that allows similar events to sort together on the Eligibility events list page. For example, your open enrollment events might be OE plus the year, such as OE2012, OE2013, and OE2014. Description – Enter a brief description of the event. Event type – Select the type of event to create. Coverage start date – Enter the date that eligibility for the event is based on. Enrollment period start date – Enter the first day of the period when a worker can sign up for benefits. Days to enroll – Enter the number of calendar days in the enrollment period. For more information, see Eligibility event details (form).
Worker position assignments	Open the Position assignments form, where you can maintain the list of positions that the worker is assigned to.
Add assignment	Create a new position assignment for the worker. You must enter the necessary information and then click Create position assignment to create the new position assignment for the worker.
Edit assignment	Modify a position assignment for the worker. You must select the position assignment to modify, enter the necessary information, and then click Update worker assignment to modify the position assignment for the worker.
End assignment	End a position assignment for the worker. You must select the position assignment to end, enter the necessary information, and then click Retire worker assignment to end the position assignment.
Employment history	Open the Employment history form, where you can view the worker’s history of employment with your legal entity or organization.
Maintain versions	Open the Worker date manager form, where you view or update the past, current, or future changes to the worker’s personal details and title.
Set up	Set up the following information for the worker: Buyer groups – Open the Buyer groups form, where you can assign a buyer group to the worker. Dispatch team – Open the Dispatch workers form, where you can assign a dispatch team to the worker. User requests Worker user request – Open the User request details form, where you can respond to requests that were submitted by administrators and to grant or revoke user access to Enterprise Portal for Microsoft Dynamics AX. Inactivate worker user request – Open the User request details form, where you can inactivate the worker’s access to Enterprise Portal. Worker task assignments – Open the Worker task assignments form, where you can maintain a list of worker tasks for the worker.
View in hierarchy	Open the Position hierarchy to display a graphical representation of the organizations, reporting managers, and positions in the Microsoft Dynamics AX implementation.
Attachments	View documents that are already attached to a selected record, or attach documents to the selected record.

Time registration actions

Some of the following buttons are available only if the worker is an active time registration worker. For more information, see Enable workers to register time and attendance.

Action button	Description
Activate on registration terminals	Enable the worker as a time registration worker. Time registration workers can make registrations for Time and attendance and in Manufacturing execution. This button is available only when the legal entity that the worker is employed in is selected.
Absence registrations	Open the Absence registration form, where you can create a planned absence record for the worker.
Profile calendar	Select a work time profile for the worker to be valid for one day or for a specific period of time.
Temporary group assignment	Schedule a temporary connection to another calculation group or approval group on a specific date.
Flex balance	View a list of the worker’s flextime records. Make corrections of the flex balance. Note This button is available only if the worker is an active time registration worker and if the Flex allowed check box is selected for the worker.
Flex	Recalculate the worker’s flex balance. Note This button is available only if the worker is an active time registration worker and if the Flex allowed check box is selected for the worker.
Opening flex balance	Create an opening flex balance for the worker. Note This button is available only if the worker is an active time registration worker and if the Flex allowed check box is selected for the worker.
Worker balances	View the count unit registrations made for the worker and the pay generated for each count unit.
Recalculate worker balances	Recalculate worker balances.
Payroll statistics	View or set up payroll statistics.

Project management actions

Action button	Description
Project setup	Open the Project setup form, where you can set up period, timesheet, and maximum working hours per week for the selected worker.
Cost prices	Open a menu that contains the following items: Cost price - hour – Set up a cost-price-per-hour transaction for the selected worker. Cost price - expense – Set up a cost-price-per-expense for the selected worker. You can set up a standard cost price for the worker that applies to any category or project, or you can specify the cost price for the worker by project, category, or both.
Sales prices	Open a menu that contains the following items: Sales price - hour – Set up the price that is charged per worker hour on a project for the selected worker. Sales price - expense – Set up the price that is charged per worker expense on a project for the selected worker. Sales price - fee – Set up a price that is charged per worker fee for a project for the selected worker. Transfer price - hour – Set up the price that is charged to another legal entity when the legal entity borrows the worker for work on its own projects. This option is available only if intercompany timesheet support is enabled. You can set up a standard sales price for the worker that applies to any category or project, or you can specify the cost price for the worker by project, category, or both.
Assign categories	Define validation connections for the selected worker. The connections that you set up make selected categories available for the worker or include the worker in worker/category groups. These validation assignments control access limitations that are applied when workers register entries in hour, cost, and inventory journals, or when they enter timesheets.
Assign projects	Define validation connections for the selected worker. The connections that you set up make selected projects available for the worker or include the worker in worker/project groups. These validation assignments control access limitations that are applied when workers register entries in hour, cost, and inventory journals, or when they enter timesheets.
Project statements	Open the Project statements form, where you can view statements for a defined combination of project types and transaction types as they relate to the selected worker.
Cost control	Open the Cost control form, where you can calculate and analyze the costs of a project or a set of projects as they relate to the selected worker.
Invoice control	Open the Invoice control form, where you can calculate and display posted transactions that are related to the selected worker. A posted transaction provides an overview of the amounts that have been invoiced, the amounts that remain to be invoiced, and the amounts that are to be invoiced that exceed the quotation amount.
Hour utilization	Open the Utilization hours form, where you can calculate the hour utilization rate for a worker for a certain period.
Cash flow	Open the Cash flow form, where you can calculate forecasted and actual cash flow as they relate to the selected worker.
Expense	Open the Expense transactions form, where you can view expense transactions that have been submitted on behalf of the selected worker.
Fee	Open the Fee transactions form, where you can view fee transactions that have been submitted on behalf of the selected worker.
Hour	Open the Hour transactions form, where you can view hour transactions that have been submitted on behalf of the selected worker.
Period status	Open the Period status form, where you can view the status of project and worker periods for the selected worker.

Expense management actions

Action button	Description
Credit cards	Open the Credit cards form to assign or remove the assignment of a credit card from the selected worker.
Mileage	Open the Mileage rate form to add or delete mileage information for the selected worker.
Map worker to vendor	Map the selected worker to a vendor record to enable financial reimbursements or per diem transactions.

Payroll actions

These controls are available only if Payroll for Microsoft Dynamics AX 2012 is installed.

Action button	Description
Worker tax regions Default tax region Worker tax codes	These three buttons open forms where you can assign tax-related information to a worker. Worker tax regions are the tax regions where a worker may be subject to payroll taxes. This includes both the location where the worker claims residency, and all locations where the worker works. Use the Worker tax region form to assign tax regions to the worker. The default tax region is the worker tax region that is associated with a worker’s position. The default tax region is used when earnings for that position are generated for the worker. Use the Default tax region form to assign a single default tax region to each position that has been assigned to the worker. When you assign a worker tax region, worker tax codes that apply to the worker for each legal entity that the worker has a position in are automatically set up. All parameters for the worker tax codes have to be reviewed to ensure that they are accurate. Use the Worker tax codes form to configure the parameters for the tax codes that have been assigned to the worker.
Generate earnings for workers	Generate earning statements for the selected worker.
Pay statement	Generate pay statements for the selected worker.

Worker summary

Some controls are displayed only if you click Show more fields.

Button	Description
Change name	Open the Name details form, where you can change the name of the worker. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Field	Description
Personnel number	Enter a unique identifier for the worker. If a number sequence code is specified for the personnel number reference in the Human resources shared parameters form in the Number sequence area, you cannot modify the information in this field.
Personal title	Select a personal title for the worker. The information in this field is maintained in the following form:  Name title or suffix (form).
First name	Displays the first name of the worker. You can change the worker’s name in the Name details form, which you can access from the Worker form (Worker summary FastTab > click Change name).
Middle name	Displays the middle name of the worker. You can change the worker’s name in the Name details form, which you can access from the Worker form (Worker summary FastTab > click Change name).
Last name	Displays the last name of the worker. You can change the worker’s name in the Name details form, which you can access from the Worker form (Worker summary FastTab > click Change name).
Personal suffix	Select a personal suffix for the worker. The information in this field is maintained in the following form:  Name title or suffix (form).
Search name	Enter a search name for the worker. You can use this search name to find the worker’s record within queries and list pages.
Initials	Enter the initials for the worker’s name.
Known as	Enter an additional name that the worker also is known as. For example, if a worker’s first name is Christine but she prefers to be called Christy, enter “Christy” in this field.
Professional title	Enter a professional title for the worker.
Professional suffix	Enter a professional suffix for the worker.
Phonetic first	Enter the phonetic spelling of the worker’s first name.
Phonetic middle	Enter the phonetic spelling of the worker’s middle name.
Phonetic last	Enter the phonetic spelling of the worker’s last name.
Display as	Select how the worker’s name should be displayed.
Seniority date	Enter the worker’s seniority date.
Title	Select the official title for the worker. If you cannot find the correct title in the list, you must add it to the Titles/occupations form.
Office location	Specify the location of the worker’s office within the building.
Office address	The address of the building that the worker works in.
Address books	The name of the address book where the identification information for the worker is stored. Click the pencil icon next to this field to change which address book stores this information.
Language	Select the worker’s native language.

Address

Button	Description
Map	Open an online map for the selected address.
More options	Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2 or AX 2012 R3, select from the following options: Remove – Mark the selected address record as inactive. You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form. Set defaults – Select the default address. Advanced – Open the Manage addresses form. In versions of Microsoft Dynamics AX 2012 prior to AX 2012 R2, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Manage addresses form.

Field	Description
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
Purpose	View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.
Primary	View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.

Contact information

Button

Description

More options

Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2 or AX 2012 R3, select from the following options: Remove – Delete the selected contact information record. Set defaults – Select the default contact information record. Advanced – Open the Edit contact information form. In versions of Microsoft Dynamics AX 2012 prior to AX 2012 R2, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Edit contact information form.

Field	Description
Contact number/address	The phone number, web address, or email address for the selected contact.
Primary	If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced.

Personal information

Field	Description
Marital status	Select the marital status of the worker.
Number of dependents	Enter the number of people who are dependent on the worker.
Ethnic origin	Select the ethnic origin of the worker. The available values for this field are maintained in the Ethnic origin form.
Birth date	Enter the date of birth of the worker.
Deceased date	If the worker is deceased, enter the date that the worker died.
Education	Enter the highest level of education that the worker completed.
Gender	Select the gender of the worker.
Full-time student	Select this check box if the worker is a full-time student.
Person with disabilities	Select this check box if the worker is a person with disabilities.
Verification date	If you selected the Person with disabilities check box, enter the date when you verified that the person has one or more disabilities.
Veteran status	Select the veteran status of the worker. The information in this field is maintained in the following form:  Veteran status (form).
Military service start date	Enter the date when the worker started military service, if applicable.
Military service end date	Enter the date when the worker’s military service ended, if applicable.
Disabled veteran	Select this check box if the worker is a disabled veteran.
Expatriate ruling	Select this check box if the worker is an expatriate.
Expatriate ruling valid from	Enter the earliest date when the worker was ruled to be an expatriate. Note This field is available only if you selected the Expatriate ruling check box.
Expatriate ruling valid to	Enter the last date when the worker was an expatriate. Note This field is available only if you selected the Expatriate ruling check box.
Country/region of birth	Select the country or region where the worker was born. Note The information in this field is maintained in the following form:  Address setup (form).
Mother country/region of birth	Select the country or region where the worker’s mother was born. The values for this field are maintained in the Address setup form. The information in this field is maintained in the following form:  Address setup (form).
Father country/region of birth	Select the country or region where the worker’s father was born. The information in this field is maintained in the following form:  Address setup (form).
Citizenship country/region	Select the country or region that the worker is a citizen of. The information in this field is maintained in the following form:  Address setup (form).
Native language	Select the native language of the worker. The available values for this field are maintained in the Language codes form. Note The information in this field is maintained in the following form:  Language codes (form)
More information field group	The following links are displayed in this field group: Accommodations – Open the Accommodations form, where you can maintain the accommodation requests that the worker has made. Bank accounts – Open the Worker bank accounts form, where you can maintain bank account information for the worker. Benefits – Open the Maintain benefits form, where you can enroll or remove the worker and the worker’s dependents and beneficiaries in benefits. Government and organizational identifications – Open the Identification form, where you can maintain identification information for the worker. Injury or illness incidents – Open the Injury or illness incidents form, where you can maintain information about an injury or illness of the worker. Labor unions – Open the Labor unions form, where you can maintain a list of labor unions that the worker is associated with. Loaned equipment – Open the Loan form, where you can maintain a list of company equipment that the worker has borrowed. Personal contacts – Open the Personal contacts form, where you can maintain information about the worker’s personal contacts. Screenings – Open the Screenings form, where you can maintain information about screenings that the worker has taken or might need to complete. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Payroll earning codes

Note

This control is available only if Payroll for Microsoft Dynamics AX 2012 is installed.

Button	Description
Add	Add an earning code to the worker.
Remove	Remove the selected earning code from the worker.

Field	Description
Position	The position that receives the earning.
Earning code	The earning that the worker will receive for the position. Earning codes are created and maintained in the Earning codes form. For more information, see Earning codes (form).
Amount	This field is a currency amount if the rate basis is set to Flat amount. For example, a 500.00 car allowance. If the rate basis is not Flat amount, this field is a multiplier and will be multiplied by the rate to determine the amount of the earning. For example, ten hours of overtime.
Rate basis	The amount field should be appropriate for the rate basis. The rate basis is determined by the earning code setup and cannot be changed. For more information, see Earning codes (form).
Frequency	The frequency in which the earning will be paid. Frequencies are provided by the system and cannot be changed. For more information, see Payroll calculation frequencies tasks.

Employment details

Button	Description
End	Click this button, enter any necessary information, and then click End employment to end the worker’s employment.

Field	Description
Worker type	The type of worker. A worker can be an employee or a contractor.
Employment start date	Enter the date when the worker’s employment starts. For example, enter the date when the worker was hired. This date can be different than the worker’s first day of work.
Employment end date	Enter the date when the worker’s employment ends. For example, if a contractor is only contracted to work for one year, enter a date that is one year later than the start date.
Start date	Enter the worker’s first day of work. This date may be different than the date that the worker was hired.
Adjusted start date	Enter an adjusted start date for the worker. Consider the following example. Josh Bailey was an employee at your company for the past 10 years. Two months ago, he ended his employment with your company. Today, you have convinced Josh to come back to work and he accepted your offer with one condition. He wants to retain the 10 years of seniority that he previously had. To accommodate Josh’s request, after you hire him, you can change the Worker's adjusted start date field on his worker record to be the date that he was first hired 10 years ago.
Last date worked	Enter the worker’s last day of work. This date may be different than the employment end date.
Termination reason	If the worker’s employment was terminated, select a reason for the termination. The information in this field is maintained in the following form:  Human Resources reason codes (form).
Termination date	Enter the date when the worker’s employment was terminated.
Employer unit	The termination notice unit for the employer. Combine the information from this field and the Employer quantity field to determine how many weeks or months in advance the employer must notify the worker before terminating the worker’s employment.
Employer quantity	The termination notice value for the employer. Combine the information from this field and the Employer unit field to determine how many weeks or months in advance the employer must notify the worker before terminating the worker’s employment.
Worker unit of notice	The end of employment notice unit for the worker. Combine the information from this field and the Worker notice amount field to determine how many weeks or months in advance the worker must notify the employer before ending their employment with the company.
Worker notice amount	The end of employment notice value for the worker. Combine the information from this field and the Worker unit of notice field to determine how many weeks or months in advance the worker must notify the employer before ending their employment with the company.
Calendar	Select the working time calendar for the worker. For more information, see Setting up working time calendars.
Regulatory establishment	The name that is used to identify the work location for EEO, OSHA, and other regulatory reports. Note This field is available only for legal entities in the USA, and only if Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed.
Additional information field group	The following links are displayed in this field group: I-9 – Open the I-9 document form, where you can enter Form I-9 work eligibility for the worker. Leave – Open the Leave form, where you can record a leave of absence for the worker. Terms of employment – Open the Worker employment term form, where you can assign employment terms to the worker.

Employee details

This FastTab is available only if the worker has a worker type of Employee.

Field	Description
Pension plan	Enter the date by when the worker must enroll in a pension plan.
Start date	Enter the date when the worker enters into an earnings-related pension scheme.
Probation period	If the worker’s employment includes a probationary period, enter the expiration date for the probationary period. For example, some employers might require probationary periods for new workers that restrict the workers from collecting benefits or accruing vacation time.
Relocation reimbursement	Enter the monetary amount that the worker was reimbursed for relocation expenses.
Vacation pay	Enter the monetary amount that the worker will receive for hourly vacation pay.
Vacation days	Enter the number of vacation days that the worker is allowed in a year.
Total vacation hours	Enter the number of hours of vacation that the worker is allowed in a year.
Vacation hours carried over	Enter the number of vacation hours that the worker can carry over from a previous year.
Vacation hours taken	The number of vacation hours that the worker has already used within the current year.
Vacation hours left	The number of vacation hours that the worker has left to use within the current calendar year.
Paid vacation	Select this check box if the worker is eligible for paid vacation.
Additional paid vacation days	Select this check box if the worker is eligible for additional paid vacation days.
Personal days	Select this check box if the worker is eligible for personal days.

Contractor details

This FastTab is available only if the worker has a worker type of Contractor.

Field	Description
Contractor vendor	Select the vendor account number that is associated with the contractor. For example, if you use an external company to locate contractors, select the vendor account that is associated with the external company.
Purchase requisition	Select the purchase requisition ID that is associated with the contractor.
Purchase order	Select the purchase order that is associated with the contractor.

Time registration

Field	Description
Password	If personal identification number (PIN) codes are used as worker identification, enter the worker’s PIN code.
Pay ID	Enter the worker’s pay ID.
Badge ID	If badges are used to make registrations, enter the worker’s badge ID.
Badge version	Enter the version of the badge ID.
Active	This check box is automatically selected if the worker has been activated for time registration.
Activation date	Select the date from when the worker should be able to make registrations for time and attendance or in Manufacturing execution.
Calculation group	Select the calculation group that the worker is associated with.
Approval group	Select the approval group that the worker is associated with.
Standard profile	Select the work time profile to be used if the worker has not clocked in for the day, and no other profile is defined for the worker in the Profile calendar form.
Profile group	Select the group that the worker is associated with. This group is used in profile searches. All time registration workers are associated with a profile group. Various work time profiles are linked to a profile group, which makes it possible to select a profile based on the worker’s clock-in time.
New bundle	Select this check box to stop a worker’s active jobs when the worker starts a new job. If the check box is cleared, new jobs are bundled together with previously started jobs.
Category	Select the cost category to be used as the standard category when the worker makes registrations on projects.
Use timecard	Select this check box if the worker uses the electronic timecard for registration.
Configuration	Select a registration form configuration for the worker. When the worker logs on to a registration terminal, the selected registration form is displayed.
Supervisor options	Select this check box for supervisors who manage a team of workers. If this check box is selected, the supervisor has access to additional tasks in Manufacturing execution. Note This field is relevant only for supervisors or team managers.
Default calculation group	If the worker is a supervisor, select the calculation group that will be displayed in the Attendance form. (Click Human resources > Inquiries > Time and attendance > Attendance.) Note This field is relevant only for supervisors or team managers.
Pay agreement	Select the pay agreement that will be used for calculating pay for the worker if no pay agreement is selected on the work time profile that the worker uses. The profile is selected, based on the time when the worker makes a clock-in registration.
Seniority date	Enter the date from when the worker’s seniority is calculated when generating pay.
Period code	Select the pay period used for the worker to calculate pay.
Flex allowed	Select this check box if the worker can register flextime. If the worker is eligible for flextime, select a flex group in the Flex group ID field.
Flex group ID	Select the flex group to be used for flextime registration.
Opening flex balance	The opening balance for flexible hours. On the Action Pane, in the Flex group, click Opening flex balance to set or change the opening balance.
Flex date	The date for the latest update of the flex balance.
Flex balance	The worker’s flex balance on the current day.

Financial dimensions

Field	Description
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Default financial dimensions field group. Note The name of the field depends on the selection in the Default financial dimensions field group.

Absence setup

Note

This link is not used by Payroll for Microsoft Dynamics AX 2012.

Field	Description
Absence setup	Select the absence setup to use for the worker. Absence setup determines how the worker registers absences from work. The information in this field is maintained in the following form:  Absence setup (form).
Absence date	Enter the earliest date when the worker can submit an absence registration or absence request.
Work days	The number of days in the week that are considered work days for the worker. The value in this field is calculated based on the values in the Working time field group. Each day field in the Working time field group that you enter a value in is counted as one work day. If the value for a day field is zero, it is not counted as a work day.
Working time	For each day of the week, enter the number of work hours the worker is expected to work. The total hours per work week is calculated for you in the Total working hours field.
More information field group	The following links are displayed in this field group: Absence history – Open the Absence history form, where you can view the worker’s history of absence. Absence transactions – Open the Absence history - transactions form, where you can view all of the worker’s absences that have been transferred for approval or have been approved.

Employee compensation

Link	Description
Fixed plan	Open the Employee fixed compensation form, where you can maintain the base pay for the employee.
Performance	Open the Employee performance form, where you can record how an employee has performed against expectations.
Variable plan awards	Open the Employee variable compensation awards form, where you can assign variable compensation awards to the employee. Variable compensation plans are not used with Payroll for Microsoft Dynamics AX 2012.
Variable plan enrollment	Open the Employee variable compensation enrollment form, where you can enroll the employee in a plan to receive awards. Variable compensation plans are not used with Payroll for Microsoft Dynamics AX 2012.

Commission

Link	Description
Commission transactions	Open the Commission transactions form, where you can view details about commission transactions that were calculated.
Sales groups	Open the Commission shares form, where you can attach the worker to a sales group and specify what proportion of the calculated commission the worker will receive.

Payroll

Note

The controls in this table are not used by Payroll for Microsoft Dynamics AX 2012. They are available only if the worker has a worker type of Employee and if the configuration key for Human resource I > Payroll information is enabled.

Field	Description
Income tax code	Select the income tax code for the employee.
Category	Select the income tax category for the employee. The information in this field is maintained in the following form:  Income tax categories (form).
Country/region	Select the country or region where the employee resides. The information in this field is maintained in the following form:  Address setup (form).
Payroll seniority date	Enter a date that will be used to establish the worker’s seniority with regard to payroll.
Employee contribution	Enter the monetary amount to be removed from the employee’s paycheck that will be contributed to the worker’s savings plan.
Employer contribution	Enter the monetary amount that the employer will contribute to the worker’s savings plan per pay period.
Wage type	Select the wage type for the worker from the following options: Advance payment – Select this option if the worker is paid for their work in a pay period at the start of the pay period. Back payment – Select this option if the worker is paid for their work in a pay period at the end of the pay period.
Date of advancement	Enter the date when the employee will advance to the next payroll scale level.
Currency	Select the currency code that represents the currency that the employee is to be paid in. The information in this field is maintained in the following form:  Currencies (form).
More information field group	The following links are displayed in this field group: Base payroll – Open the Base payroll form, where you can set up the basic elements of the employee’s salary. Bonuses – Open the Bonus form, where you can maintain bonuses for the employee. Insurance information – Open the Insurance form, where you can enter insurance information for the employee. Retirement – Open the Retirement form, where you can enter retirement information for the employee. Salary deductions – Open the Salary deduction form, where you can set up a salary deduction for the worker. Options – Open the Options form, where you can maintain the records for stock or other options that have been granted to the employee. Tax information – Open the Tax information form, where you can enter tax information for the employee. Wage lines – Open the Wage lines form, where you can maintain information about the employee’s salary.

Skill mapping

Field	Description
Skill mapping	Select this check box to include the worker in skill mapping results.
Reason code	If you did not select the Include in skill mapping check box, select the reason for excluding the worker in skill mapping results.

Competencies

Link	Description
Certificates	Open the Certificates form, where you can record the certificates that the worker has achieved.
Courses	Open the Courses form, where you can maintain a list of courses that the worker has completed.
Education	Open the Education form, where you can record the education that the worker has completed.
Positions of trust	Open the Position of trust form, where you can maintain information about any position or role that the worker performs outside the responsibilities of their primary position.
Tests	Open the Tests form, where you can maintain information about the tests that the worker has taken or might need to take to maintain employment. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Professional experience	Open the Professional experience form, where you can maintain information about the worker’s professional experience.
Project experience	Open the Project experience form, where you can maintain information about the projects that the worker has been involved in.
Skills	Open the Skills form, where you can maintain a list of skills for the worker. Note This control is displayed when you click the following link:  Competencies and development.
Other worker attributes	Open the Other worker attributes form, where you can add other attributes, such as industry-specific experience, to a worker’s profile.

Development

Link	Description
Goal details	Open the Goals form, where you can maintain goals for the worker.
Discussions	Open the Discussions form, where you can create and schedule discussions for the worker.

See also

Worker bank accounts (form)

Personal contacts (form)

Identification (form)

Loan (form)

Labor unions (form)

Accommodations (form)

Injury or illness incidents (form)

Maintain benefits (form)

Leave (form)

Worker employment term (form)

I-9 document (form)

Absence history (form)

Absence transactions (form)

Employee fixed compensation (form)

Employee variable compensation enrollment (form)

Employee variable compensation awards (form)

Base payroll (form)

Salary deduction (form)

Retirement (form)

Education (form)

Competency - Skills (form)

Competency - Certificates (form)

Competency - Courses (form)

Professional experience (form)

Project experience (form)

Position of trust (form)

Goal details (form)

Discussions (form)

Name details (form)

New case (form)

Image (form)

Transfer worker (form)

Position assignments (form)

Employment history (form)

User request details (form)

Worker task assignments (form)

Screenings (form)

Tests (form)

Benefit accruals (form)

Worker tax region (form)

Worker tax codes (form)

Default tax region (form)

Personnel actions

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).