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The AX modules of HR and Payroll must be taught together if you are taking Payroll. HR can be done as a stand alone but not Payroll. Payroll is not offered separately. HR is a part of Payroll.

Human Resource Management Days (1-3)

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.

Who Should Attend

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.

Course Outline

Module 1: Introduction to Human Resource Management

Lessons

Module 2: Organization Set Up

Lessons

Module 3: Worker Setup

Lessons

Module 4: Administer Recruitment Process

Lessons

Module 5: Absence Administration

Lessons

Module 6: Manage Competencies

Lessons

Module 7: Manage Worker Performance

Lessons

Module 8: Administer Courses

Lessons

Module 9: Manage Compensation

Lessons

Module 10: Set Up Benefit Information

Lessons

Module 11: Enterprise Portal

Lessons

Labs

Lab: Create a Job
Lab: Create a Position
Lab: Create a Worker
Lab: Loan Equipment to a Worker
Lab: Create the Recruitment Project
Lab: Create an Applicant for the Recruitment
Lab: Introduction to Human Resource Management
Lab: Enter an Absence
Lab: Enter Competencies for a Worker
Lab: Enter a Discussion and Goal for a Worker
Lab: Create a Course and Register a Worker
Lab: Create Compensation Plans and Enroll an Employee
Lab: Create a Benefit Plan
Lab: Enroll a Worker in a Plan

Dynamics AX 2012 Payroll (Days 4-5)

What You'll Learn

The training material completion objectives are for individuals to:

This course guides students through the complete setup and processing phases of using the Payroll module in Microsoft Dynamics AX 2012 R2. Students will learn how to use the Payroll module to track worker earnings, benefits, and deductions. Additionally students will learn to create schedules and issue payments.

Who Should Attend

This training is intended for people who are on the Implementation Team, administering, or using the Payroll Module in Microsoft Dynamics AX 2012. This audience typically includes individuals who are tasked with assessing a customer's business needs and advising them on the use, configuration and customization of the application. Additionally, individuals responsible for training or supporting Microsoft Dynamics AX 2012 benefit from this training.

Course Outline

Module 1: Introduction

Lessons

Module 2: Payroll Setup

Lessons

Module 3: Benefits Setup

Lessons

Module 4: Scheduling

Lessons

Module 5: Position Setup

Lessons

Module 6: Worker Setup

Lessons

Module 7: Payroll Processing

Lessons

Labs

Lab: Create a Monthly Pay Cycle
Lab: Maintain Earning Codes
Lab: Set Up the Components of a Benefit
Lab: Working With Benefits
Lab: Set Up a Sick Leave Benefit Accrual Plan for Part-Time Workers
Lab: Create a Calendar
Lab: Set Up Payroll Information For a Position
Lab: Maintain Worker Benefit Details
Lab: Adjust the Worker's Paid Time Off Balance
Lab: Create Worker Earnings
Lab: Maintain the Earnings Statements
Lab: Generate Pay Statements
Lab: Working With Pay Statements
Lab: Issue Worker Payments
Lab: Post Payroll and Generate Vendor Invoices
Lab: Reissue a Payment for a Lost Check
Lab: Process a Gross Up Payment

What You'll Learn

After completing this training, individuals will be able to:

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