Overview

View all employees, work centers or resources, their names, user profiles in the system, and aliases.

General

View data registered for an employee including Employee typeand current status and other personal information for the employee

Enter and modify an employee's country/region of origin, visa and work permit data, and details regarding an employee's name, gender, and National ID number.

Setup

Specify an employee calendar, attach a buyer group to an employee, and include an employee in any project or category validations.

Address

Enter and modify an employee's home address information.

Contact information

An overview of an employee's contact information.

Specify an employee's telephone number, mobile phone number, fax number, pager number, telex number, e-mail address, and Internet homepage.

Dimension

Assign dimensions ( Department, Cost center, and Purpose) to an employee.

Microsoft Office Outlook

An overview of how a specified employee is set up for Microsoft Office Outlook integration and synchronization.

Specify whether you want an employee's contacts, tasks, and appointments to be synchronized to Outlook, view an employee's Outlook User ID, and view when (date and time) the last synchronization to Outlook occurred.

Specify the range of relevance for data synchronization between Microsoft Dynamics AX and Outlook, whether you want to save copies of sent e-mail messages, and the Outlook folder that contacts are synchronized to.

Personal

An overview of personal data for an employee.

Enter and modify an employee's native language of their Country/region, visa and work permit data, and details regarding an employee's name, and social security number.

Employee dates

Manage date effective records for an employee.

Note
The information entered on this tab only is active when the system date occurs in the time between the Active and Expiry dates that are specified for each record on this tab.

Notes

Create and edit any notes regarding an employee.

Create either an internal or external note on an employee.

Integration

Integrate the selected employee information into Microsoft Office Project.

This functionality is only available if you have Project.

Transactions

Review transactions that are entered for an employee.

Setup

• Add or remove an employee from a validation group that is set up in the Project/employee form.

• Set up the cost price for an employee that is used in the Projectmodule.

• Set up the sales price for an employee that is used in the Projectmodule.

• Access the Period statusform in the Projectmodule to view the status of periods for the current employee.

• Set up work tasks for an employee.

• Insert a digital image of an employee.

• Access information about emergency contacts, benefits, terms of employment, and alternative address.

Functions

• Use the current Outlook profile for an employee.

• Select which folder to use as the contact person folder in Outlook.

• Select which folder to use as the task folder for tasks in Outlook.

• Select which folder to use as the calendar folder for appointments in Outlook.

• Clear Outlook folders that are used for synchronization.

• Select Date Effective Recordsto create or update date effective records.

Commission

• Set up the sales commission for an employee.

• View the commission transactions for an employee.

• Print a list of commission transactions for selected employees.

Resume

• View or edit a contact's educational background in Education.

• View or edit a contact's skills in Skills.

• View or edit a contact's professional experience in Professional experience.

• View or edit a contact's private information in Position of trust.

• View or edit the courses taken by a contact in Courses.

• View or edit a contact's earned certificates in Certificates.

• View or edit the organization or project matrix that a contact is attached to in Project experience.

Affiliation

• Record an employee's leave of absence in the Leaveform.

Absence

• View all approved absences or absences that have been transferred for approval in the Transactionsform.

• View absence journals, their status, and all registered transactions in the History.

Payroll

If you are using Payroll:

• Create or access Payroll records for the employee.

If you are not using Payroll:

• Record information about an employee's salary in the Wage linesform.

• Set up the basic elements of an employee's salary in the Base payrollform.

• Record deductions or withholdings from an employee's salary, and the time period for which the deduction is active, in the Salary deductionform.

• Create and manage an employee's bonuses in the Bonusform.

• Record insurance information for an employee in the Insuranceform.

• Create and manage an employee's stock options in the Optionsform.

• Record an employee's tax information in the Tax informationform.

• Enter an employee's retirement information in the Retirementform.

• Register an employee's bank account information in the Bank accountsform.

Shop Floor Control

Set up an employee in the Employee form in the Shop Floor Controlmodule to enable time registration.

Project Control

Manage project-related activities. This button is available only when the Projectconfiguration key is selected.

Accommodation

Manage accommodations for employees.

Compensation

Maintain compensation setup for employees.

Employee

Enter an employee ID code.

Description

Enter the name of an employee.

Note
If you have set up a communication type and the address is public, you will see a presence indicator next to the employee's name. Click the indicator to contact the employee or complete other Office communicator tasks.

Search name

Enter search text for an employee.

User profile

Select a user profile.

Education

Enter an employee's highest level of education.

National ID number

Enter the national ID number for the employee.

NoteIt is recommended that you set up field security for this field because it contains employee data that should not be available to all users. For information about restricting access to this field, see Manage table and field access.

Title

Select an official title for an employee.

Birth date

Enter an employee's birth date.

Employee type

Select an employee type.

Vendor account

Enter a vendor account number if an employee is a vendor or a contactor.

Note
Use the Extended data type(ExternalAccount) to create customers and vendors. Alphanumeric characters are enabled.

1. Enter the length of the longest possible account number.

2. Select between Left adjustedand Right adjusted.

Employee

Select an employee's status.

Calendar

Select a calendar type for an employee.

Buyer group

Attach a buyer group to an employee. Buyer groups are used in the inventory to specify which buyer group (and indirectly which employee) is responsible for certain coverage planning of inventory items.

Category

Select this check box to verify that the setup created in the Category/employee form (Setup, Validation) applies for the current employee.

Note
By default, if an Category/employeeoption in the Project parametersform is set to Lookupor Mandatory, this option is selected when a new employee is created.

Activate answer

Select this check box to enable incoming call detection for an employee.

Attention information

Enter an employee's additional delivery address information, for example office location. The attention information is automatically transferred to the purchase requisition header and lines.

Default site

Select a site. When an employee creates a purchase requisition, the site is automatically transferred to the purchase requisition header and lines.

Default warehouse

Select a warehouse. When an employee creates a purchase requisition, the warehouse is automatically transferred to the purchase requisition header and lines.

If multisite functionality is enabled, the combination of site and warehouse is validated.

Account type

Select the account type that the per diem transaction will be applied to.

Account

Select the account number for the selected account.

Per diem

Enter the per diem rate for the selected employee.

Public

Select this check box to allow all users to view the selected employee's address.

Street name

Enter the street for an employee's address.

ZIP/postal Code

Select the ZIP/Postal Code for an employee's address.

City

Enter the city for an employee's address.

County

Select the county for an employee's address.

State

Select the state for an employee's address.

Country/region

Select the country/region for an employee's address.

Type ID

Enter unique identification for the type of communication record to enter for the selected employee.

Status

Select if the communication record for the selected employee is Activeor Inactive.

Extension

Enter an employee's extension.

Communicator sign-in address

Select this check box to use the selected e-mail address as the Office Communicator sign-in address.

Department

Select one of the three, predefined dimensions in Microsoft Dynamics AX. Dimensions can be used throughout the program as a sorting criterion.

You can change the current definition of the three dimensions ( Department, Cost center, and Purpose) in the database. You can also increase or reduce the number of dimensions. However, to guarantee uniform tracking functionality, decide how you will use dimensions before you start working with them in the program.

Example

You define dimensions as follows:

• Department– Sales department

• Cost center– Retail sales group

• Purpose– Sales representative number 3

With this setup, you can analyze the sales that are made by individual sales representatives in the company.

Cost center

Select one of the three, predefined dimensions in Microsoft Dynamics AX. Dimensions can be used throughout the system as a sorting criterion.

You can change the current definition of the three dimensions ( Department, Cost center, and Purpose) in the database. You can also increase or reduce the number of dimensions. However, to guarantee uniform tracking functionality, decide how you will use dimensions before you start working with them in the program.

Example

You define dimensions as follows:

• Department– Sales department

• Cost center– Retail sales group

• Purpose– Sales representative number 3

With this setup, you can analyze the sales that are made by individual sales representatives in the company.

Purpose

Select one of the three, predefined dimensions in Microsoft Dynamics AX. Dimensions can be used throughout the program as a sorting criterion.

You can change the current definition of the three dimensions ( Department, Cost center, and Purpose) in the database. You can also increase or reduce the number of dimensions. However, to guarantee uniform tracking functionality, decide how you will use dimensions before you start working with them in the program.

Example

You define dimensions as follows:

• Department– Sales department

• Cost center– Retail sales group

• Purpose– Sales representative number 3

With this setup, you can analyze the sales that are made by individual sales representatives in the company.

Microsoft Office Outlook user identification

View an employee's Outlook user ID.

Days before

Enter the number of days back that you want to synchronize between Microsoft Dynamics AX and Outlook.

Days after

Enter the number of days forward that you want to synchronize between Microsoft Dynamics AX and Outlook.

Synchronize private appointments

Select this check box to synchronize private appointments between Microsoft Dynamics AX and Outlook.

Synchronize private tasks

Select this check box to synchronize private tasks between Microsoft Dynamics AX and Outlook.

Synchronize recurring appointments

Select this check box to synchronize recurring appointments between Microsoft Dynamics AX and Outlook.

Microsoft Office Outlook contact folder name

View an employee's Outlook contact folder name.

Microsoft Office Outlook task folder name

View an employee's Outlook task folder name.

Microsoft Office Outlook calendar folder name

View an employee's Outlook calendar folder name.

Reminder

Define when a reminder starts, in number of minutes before an activity. Clear the field if you do not want to use reminders.

Start time

Enter a default starting time for an employee's activities.

End time

Enter a default ending time for an employee's activities.

Save copy of sent e-mails

Select this check box to save copies of e-mail messages that are sent to contacts.

First name

Specify the first name of a contact.

Middle name

Specify the middle name of a contact.

Last name

Specify the last name of a contact.

Salutation

Specify an employee's preferred form of address.

Suffix

Select a suffix for a contact.

Gender

Select an employee's gender.

Marital status

Select an employee's marital status.

SSN

Enter an employee's Social Security number.

Country/region of citizenship

Select the country/region of which an employee is a citizen.

Native language

Select an employee's native language.

Visa

Enter the number of an employee's visa or residence permit.

End date

Enter the ending date for an employee's visa or residence permit.

Work permit

Enter the number of an employee's work permit.

End date

Enter the ending date of an employee's work permit.

Skill mapping

Select this check box if you want an employee's qualifications available for a skill mapping search.

For more information, see About skill mapping.

Reason code

Select a reason associated with skill mapping.

For more information, see About skill mapping.

Currency

Enter the currently used currency code.

Note
This field is not available if you are using Payroll.

Seniority date

Enter the date of payroll seniority for an employee.

Note
This field is not available if you are using Payroll.

Employer contribution

Enter an employer's contribution to an employee's savings.

Employee contribution

Enter an employee's own contribution to savings.

Employee type

Specify the type of employee. For example, a contractor.

For a contractor you can enter the ID of the vendor where the person is employed.

Amount

Enter an employee's vacation pay amount.

Vacation days

Enter the number of vacation days an employee is eligible for.

Paid vacation

Select this check box if an employee is eligible for paid vacation days.

Additional paid vacation days

Select this check box if an employee is eligible for additional paid vacation days.

Personal days

Select this check box if an employee is eligible for personal days.

Absence setup

Select an absence for an employee.

Absence date

Enter the starting date of an employee's absence.

Number of dependents

Number of people who are financially dependent on the employee.

Start date

The start date for the employee.

Adjusted start date

The adjusted start date for the employee.

Last date worked

The last date that the employee worked.

Termination date

Last date where the employment is valid.

Employee unit

Select an employee's termination unit.

Employee quantity

Enter an employee's termination notice.

Employer unit

Select the employer's termination unit.

Employer quantity

Enter the employer's termination notice.

Reason code

Select the reason for termination.

Seniority date

Enter an employee's seniority date.

Trial period

Enter the date of an employee's trial period expiration.

Monday

Enter the number of hours worked on Monday.

Tuesday

Enter the number of hours worked on Tuesday.

Wednesday

Enter the number of hours worked on Wednesday.

Thursday

Enter the number of hours worked on Thursday.

Friday

Enter the number of hours worked on Friday.

Saturday

Enter the number of hours worked on Saturday.

Sunday

Enter the number of hours worked on Sunday.

Total working hours

This field sums up the hours listed the fields above it.

Active date

Date from when the employment information is valid.

Expiry date

Date until when the employment information is valid.

Integrate to Project Server

Select this check box to integrate the information about the selected employee into Microsoft Office Project.