Human Resource Management in Microsoft Dynamics in AX 2012 R2

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Transcript of Human Resource Management in Microsoft Dynamics in AX 2012 R2

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    Table of Contents

    1

    Module 1: INTRODUCTION TO HUMAN RESOURCE

    MANAGEMENT

    Lesson 1: Introduction .................................................................................................................................. 1-3

    Lesson 2: Set Up Human Resource Management ............................................................................. 1-5

    Module 2: ORGANIZATION SETUP

    Lesson 1: Introduction .................................................................................................................................. 2-2

    Lesson 2: Set Up Organization .................................................................................................................. 2-5

    Lab A: Createa Job ..................................................................................................................................... 2-16

    Lesson 3: Work with Positions................................................................................................................ 2-19

    Lab B: Createa Position ............................................................................................................................ 2-32

    Lesson 4: Organization Reporting ........................................................................................................ 2-33

    Lesson 5: Position Budgeting Data ...................................................................................................... 2-37

    Lesson 6: Role-Based Security ................................................................................................................ 2-42

    Lesson 7: Global Address Book.............................................................................................................. 2-45

    Module 3: WORKER SETUP

    Lesson 1: Setup for Worker Information ............................................................................................... 3-3

    Lesson 2: Create a New Worker Record ................................................................................................ 3-5

    Lesson 3: Position Assignment ................................................................................................................. 3-8

    Lab A: Createa Worker ............................................................................................................................. 3-13

    Lesson 4: Maintain Workers .................................................................................................................... 3-14

    Lesson 5: Set Up Teams ............................................................................................................................ 3-22

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    Human Resource Management in Microsoft DynamicsAX 2012 R2

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    Lesson 6: Union Setup ............................................................................................................................... 3-24

    Lesson 7: Loan Equipment to Workers ............................................................................................... 3-26

    Lab B: LoanEquipment to a Worker .................................................................................................... 3-32

    Lesson 8: Manage I-9 Compliance ....................................................................................................... 3-33

    Lesson 9: Manage ADA Information .................................................................................................... 3-39

    Lesson 10: Worker Reporting ................................................................................................................. 3-43

    Module 4: ADMINISTER RECRUITMENT PROCESS

    Lesson 1: Introduction .................................................................................................................................. 4-2

    Lesson 2: Set Up Recruitment Information .......................................................................................... 4-5

    Lesson 3: Manage Recruitment Projects ............................................................................................... 4-9

    Lesson 4: Manage the Applicant for Employment ......................................................................... 4-16

    Lab A: Createthe Recruitment Project ................................................................................................ 4-24

    Lab B: Createan Applicant for the Recruitment ............................................................................. 4-28

    Lesson 5: Applicant Review Process .................................................................................................... 4-30

    Lesson 6: Hire for the Recruitment Project ....................................................................................... 4-32

    Lab C: Hirefor the Recruitment Project .............................................................................................. 4-35

    Lesson 7: Recruitment Reporting .......................................................................................................... 4-36

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    Table of Contents

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    Module 5: ABSENCE ADMINISTRATION

    Lesson 1: Introduction .................................................................................................................................. 5-2

    Lesson 2: Set Up Absence Information .................................................................................................. 5-6

    Lesson 3: Manage Absences ................................................................................................................... 5-13

    Lab: Enter anAbsence................................................................................................................................ 5-24

    Lesson 4: Absence Reporting ................................................................................................................. 5-26

    Module 6: MANAGE COMPETENCIES

    Lesson 1: Introduction .................................................................................................................................. 6-2

    Lesson 2: Set Up Competencies ............................................................................................................... 6-3

    Lesson 3: Record Competencies .............................................................................................................. 6-7

    Lab: Enter Competenciesfor a Worker ............................................................................................... 6-17

    Lesson 4: Report Competencies ............................................................................................................ 6-21

    Module 7: MANAGE WORKER PERFORMANCE

    Lesson 1: Introduction .................................................................................................................................. 7-2

    Lesson 2: Set Up Performance Information ......................................................................................... 7-3

    Lesson 3: Manage Performance ............................................................................................................... 7-5

    Lab: Enter aDiscussion and Goal for a Worker ............................................................................... 7-16

    Lesson 4: Performance Reports ............................................................................................................. 7-18

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    Module 8: ADMINISTER COURSES

    Lesson 1: Introduction .................................................................................................................................. 8-2

    Lesson 2: Set Up Training ............................................................................................................................ 8-4

    Lesson 3: Manage Training ...................................................................................................................... 8-10

    Lab: Createa Course and Register a Worker .................................................................................... 8-22

    Lesson 4: Training Reports ...................................................................................................................... 8-32

    Module 9: MANAGE COMPENSATION

    Lesson 1: Introduction .................................................................................................................................. 9-2

    Lesson 2: Setup for Compensation ......................................................................................................... 9-7

    Lesson 3: Compensation Plans .............................................................................................................. 9-13

    Lesson 4: Process Events .......................................................................................................................... 9-34

    Lab: Create CompensationPlans and Enroll an Employee.......................................................... 9-41

    Lesson 5: Update Compensation for Employees ............................................................................ 9-46

    Lesson 6: Pay for Performance ............................................................................................................... 9-48