10 Jan 2014 6:42 AM Workers (Employees and Contractors) Workers, which includes, employees and contractors, are shared across the enterprise. Basic worker information and worker competencies are shared across companies. Employment, absences, compensation and payroll data are specific to a company. The primary relationship between a worker and the company is defined through employment. Employment history is retained for each worker. Injuries and illnesses can be tracked for workers with ability to print OSHA preparation reports. Past absences can be recorded for a worker, and future absences can be requested for a worker, which can be approved or rejected. Drug and medical tests can be recorded. Education, skills, certificates, courses, and work experiences can be recorded. Skill-mapping profiles can be set up and used to find workers with a set of skills. Loaned equipment can be tracked. Transitions for workers changing positions is recorded. In addition, personnel actions can be used for workers as they are hired, transferred/promoted, and terminated, with an option of workflow approvals. Organization Setup Departments, Teams, Jobs, and Positions are shared throughout the enterprise eliminating duplicate data entry. Departments are operating units that represent categories or functional areas of an organization. Jobs are a collection of tasks and responsibilities. Positions are a specific instance of a job that can be occupied by employees and assigned to organizational units. Positions can be assigned to departments. Workers are organized based on their positions within departments and jobs. Positions and organization structures (hierarchical, matrix, and team-based) are retained over time to get an accurate picture of historical, current and future changes. Personnel actions can be used to track new positions and modifications to positions with an option of workflow approvals, and also an option to track budget/cost information. The human resource manager role center provides KPI and key decision making information, as well as alerts, links, common tasks, and reports, which makes it a good starting point for the HR Manager. HR and Payroll cubes are available in CU7 for more adhoc reporting. Recruitment Recruitment projects can be created for new and open positions and can be posted to the Enterprise portal. Applicants can submit applications for a recruitment project. Applicants can be shared across the enterprise. The recruiter can correspond with applicants by using templates and bookmarks and sending e-mails using Microsoft Office Outlook. Competencies, tests and qualifications for applicants can be recorded. The competencies for the applicant can then be compared with what is recorded on the job to determine the best candidate. The staffing manager role center provides KPI and key decision making information, as well as alerts, links, common tasks, and reports, which makes it a good starting point for the recruiter. Compensation Fixed and variable compensation plans can be created, which includes grade, band and step compensation structures. Compensation structures can be mass adjusted. Eligibility rules can be defined, and process event streams can be created and executed. Pay for performance based on employee and organizational performance goals can be enabled. Benefits Current and future benefits can be set up for workers. Benefits are defined by benefit types, plans and options. Benefit eligibility rules can be defined. Workers can be enrolled in benefits for which they meet the eligibility requirement, this can be done individually or through mass assignment. Performance Goals can be set up for workers, and the progress for the goals can be tracked as part of a development plan. Discussions can be scheduled for workers to propose goals and review goals. Performance plan can be defined and employee ratings tracked against each plan. Course Management Courses can be set up with logistical information, and can include sessions and agendas. Workers can sign up to take courses. Attendee signup lists, waiting lists, and withdrawals are available. The training and development manager role center provides KPI and key decision making information as well as alerts, links, common tasks, and reports, which makes it a good starting point for the Training manager. Self Service Users with employee and manager self-service capabilities are empowered to maintain and view competencies and personal information. Users can apply for jobs, register for courses, maintain performance goals, complete questionnaires, enter and approve absences, and enter and approve expenses. U.S. Payroll Utilize U.S. Payroll that works seamlessly with HR, Financials, and other components of Microsoft Dynamics AX. More information about Payroll will be included in a future blog. Questionnaire Questionnaire is a set of questions that is used to collect information for a variety of purposes. Questionnaire includes the following tasks: Designing questionnaires, which involves setting up prerequisites, answers, questions and a questionnaire Distributing questionnaires to respondents Completing questionnaires Viewing and evaluating results from completed questionnaires Within Human Resources, questionnaires can be used to survey employees, to evaluate employee job performance, test course participants at the end of a course.