AX HR Course

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TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC

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Course 80538:
Human Resource Management in Microsoft

Dynamics AX 2012 R2
Length:
3 Days
Audience:
Information Workers
Level:
200
Technology:
Microsoft Dynamics AX 2012 R2
About this Course

This course guides students through the complete setup and data entry for the Human resources
module in Microsoft Dynamics AX 2012 R2. Students will learn how to use the Human resources module
to track worker setup, absences, performance, compensation, and benefits. Additionally students will
learn to maintain jobs and positions and recruit for open positions..
Audience Profile
This training material is intended for experienced Microsoft Dynamics AX users who want to plan,
implement, manage, and troubleshoot in Microsoft Dynamics AX Human Resources Management.
At Course Completion
The training material completion objectives are for individuals to:
Distinguish between types of organizational units.
Set up an organizational structure.
Link people to positions in the organization.
Set up new employees and edit information for existing employees.
Manage information related to both internal employees and external contacts.
Manage employee affiliations.
Work with payroll information and benefits.
Grant equipment and asset loans to employees.
Handle employee information such as courses, educations, and certificates.
Set up recruitment projects.
Move an applicant and his or her application through the recruitment process.
Use recruitment reports.
Set up the absence structure.
Perform the major processes within absence management.
Use the absence analysis tools.
Pinpoint where, how, and why skills are used in Microsoft Dynamics AX.
Set up skills and skill types.
Register skills for employees.
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Page 1
Use the skill mapping functionality.
Structure and implement goals.
Use appraisal interviews.
Identify the basic actors in the course management structure (courses, participants, locations
and instructors).
Manage the process life cycle of a course, from design and deployment, through registration
and execution, to evaluation.
Manage participants.
Access the HR functionality on the Enterprise Portal.
Set up different users for Employee Services on the Enterprise Portal.
Use the employee self service features from the employee viewpoint.
Use the employee self service functionality from the line manager viewpoint.
Use the employee self service functionality from the absence approver viewpoint.
Perform the major processes within Competence Management.
Identify the connection between compensation and employee performance.
Prerequisites:
Participants should have at least a basic knowledge of payroll and human resources concepts.
Participants must be familiar with Microsoft Dynamics AX 2012.
Course Outline
Module 1: Introduction to Human Resource Management
Lessons
Introduction
Set Up Human Source Management
Module 2: Organization Set Up
Lessons
Organization Set Up
Work with Positions
Organization Reporting
Position Budgeting Data
Role-Based Security
Global Address Book
Lab : Create a Job
Lab : Create a Position
Module 3: Worker Setup
Lessons
Setup for Worker Information
Create a New Worker Record
Position Assignment
Page 2
Maintain Workers
Set Up Teams
Union Setup
Loan Equipment to Workers
Manager I-9 Compliance
Manage ADA Information
Worker Reporting
Lab : Create a Worker
Lab : Loan Equipment to a Worker
Module 4: Administer Recruitment Process
Lessons
Set Up Recruitment Information
Manage Recruitment Projects
Manage the Applicant for Employment
Applicant Review Process
Hire for the Recruitment Project
Recruitment Reporting
Lab : Create the Recruitment Project
Lab : Create an Applicant for the Recruitment
Lab : Introduction to Human Resource Management
Module 5: Absence Administration
Lessons
Set Up Absence Information
Manage Absences
Absence Reporting
Lab : Enter an Absence
Module 6: Manage Competencies
Lessons
Set Up Competencies
Record Competencies
Report Competencies
Lab : Enter Competencies for a Worker
Module 7: Manage Worker Performance
Lessons
Set Up Performance Information
Manage Performance
Performance Reports
Lab : Enter a Discussion and Goal for a Worker
Page 3
Module 8: Administer Courses

Lessons
Set Up Training
Manage Training
Training Reports
Lab : Create a Course and Register a Worker
Module 9: Manage Compensation
Lessons
Setup for Compensation
Compensation Plans
Process Events
Update Compensation for Employees
Pay for Performance
Lab : Create Compensation Plans and Enroll an Employee
Module 10: Set Up Benefit Information
Lessons
Set Up Benefits
Manage Benefit Eligibility
Enroll Workers in Benefits
Lab : Create a Benefit Plan
Lab : Enroll a Worker in a Plan
Module 11: Enterprise Portal
Lessons
Employee Enterprise Portal
Enterprise Portal for Managers
Page 4

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CNG TY C PHN TRNG CNTT TN C

TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC

Human Resource Management in Microsoft

Microsoft Dynamics AX 2012 R2

About this Course

Distinguish between types of organizational units.

Set up an organizational structure.

Link people to positions in the organization.

Set up new employees and edit information for existing employees.

Manage information related to both internal employees and external contacts.

Manage employee affiliations.

Work with payroll information and benefits.

Grant equipment and asset loans to employees.

Handle employee information such as courses, educations, and certificates.

Set up recruitment projects.

Use recruitment reports.

Set up the absence structure.

Perform the major processes within absence management.

Use the absence analysis tools.

Set up skills and skill types.

Register skills for employees.

Use the skill mapping functionality.

Structure and implement goals.

Use appraisal interviews.

Access the HR functionality on the Enterprise Portal.

Set up different users for Employee Services on the Enterprise Portal.

Perform the major processes within Competence Management.

Identify the connection between compensation and employee performance.

Module 8: Administer Courses

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