Personalization of HCM workspaces

It is very easy to personalize your HCM workspaces in the New Dynamics AX. Let's makes some changes to the workspaces that are delivered out of the box.

Open up the Employee Self Service workspace and expand the Compensation card.

Click on the annual salary to open up the Compensation history.

Let's get rid of the currency column since everyone is paid in USD. Right click on the Currency column and select Personalize currency. Click on the Hide box to remove the column.

Now the Currency column no longer shows on the page.

Let's rearrange the Hourly equivalent so that it is shown before the Monthly equivalent instead of after. Right click on the Hourly equivalent field and select Personalize Hourly equivalent. Click on Personalize this form.

Note that a tool bar is shown. It will allow you to modify many elements of this page.

Select the second icon from the left to indicate that you want to move a column. Then click on the column title and hold down on the mouse, dragging the column to the left until the vertical line is to the left of the Monthly equivalent column name.

Release the mouse and the column will be moved to the intended position.

Now let's add some additional information to our Employee self service workspace. You may have a highly used page like the Position hierarchy that you would like to have on the workspace. Let's add that page as a tile on the workspace.

Use the menu to open the Position hierarchy page. Select the Options menu and click on Add to workspace. Find the workspace called Employee self service. Click on Configure. When the slider appears, turn off tile counts and click Ok.

Now open the Employee self service workspace. Note that a Position hierarchy tile has been created.

You can also personalize the text that shows in the workspace tile. Let's change the description of the tile that shows how many tasks are assigned to me.  We will make it My Approvals and Notifications. Right click on Personalize Work items assigned to me. Change the text to My Approvals and Notifications.

You can also add key tiles to your dashboard so that you can access them directly from the dashboard, saving you from opening the Employee self service workspace first.

Let's add Open jobs to our dashboard. Right click on the Open jobs tile and select Personalize Open jobs. Click on the Pin to dashboard check box.

Now click on the Dynamics AX text on the tool bar to show your dashboard. Scroll down to the Employee self service workspace. You will see the Open jobs tile represented as a line under the Employee self service workspace. Note that the count of open jobs is also selected.

The New Dynamics AX provides many ways to customize the environment to match your needs. Don't be shy....change it to match how you want to use it!