AX7 T&A: Worker setup


Once your base parameters are set, you can activate your workers (employees and contractors). This is done by going to the workers and selecting “Activate on registration terminals” under the “time registration” pane.

AX7_TA_ActivateUser

This brings up the dialogue for entering the basic parameters for your time registration worker.

AX7_TA_ActivateUser2

Fill out at least the required fields (preferably as much as you can) and click OK.

Now let’s take a look at the user parameters on the worker card. I’ve marked the fields with green for the ones I normally set up.

Go to: Human Resources > Workers > Workers | Employment > Time Registration

AX7_TA_EmploymentSetup.png

Password has to be turned on in the T&A parameters to prompt the user. Can also be blank for some users. Great if you have issues of users typing the wrong user ID or pick the wrong ID card. This is to bring an extra level of accuracy, but is also used from a Security perspective. I always suggest to have this active on the supervisor users.

Pay ID overrides the employee ID in the case of exporting payroll transactions.

Badge ID is used as an alternative authentication method than Employee ID. You can only choose to use the one or the other. This is done in the T&A parameters.

Badge version is just an internal note for keeping up with the card version if applicable.

Activate the user by enabling the active checkbox and an Activation date. You can also deactivate users from time registration by unchecking this box.

Calculation groupApproval group, Standard profile, Profile group and Default calculation Group are required fields and must be entered.

New bundle is to set the default mode of working to either sequencial or task aggregated work. More on bundling later in the Manufacturing Execution part.

Category is the category that is standard for reporting i Projects.

Use Timecard is an option to activate the user to utalize the built in manual time sheet solution. More on this later.

Configuration is used to prompt the user with a specific desired job card terminal layout overriding the terminal standard.

Supervisor options gives the user the supervisor options menu at the time of authentication on a terminal.

Pay agreement should be sat for each employee. PS: The setting for pay agreement on the profile settings override this setting.

Seniority date is used by the pay agreements delimitation to calculate seniority. This is often confused with the seniority on the employee card.

Period code is the grouping on how often the user gets paid calculated.

Flex allowed needs to be activated if the user is to use a flex profile. You can also set rules and limitations for the flexi profile pr. user by entering a Flex Group ID.


Bulk update your employees:
Activating employees can be a tiresome task if you have a large organization that should be activated at once.
Use the Excel add-in and filter out the desired worker IDs in the hcmWorker table. Copy this to enter data into the jmgEmployee table.

 

Go to the AX 7 – Time and Attendance guide page

3 thoughts on “AX7 T&A: Worker setup

  1. Excellent post.
    However I’m facing an issue in this form: it seems that only the sys-admin role Can edit the T&A fields on the worker form, isn’ that strange?

    1. Hi Kenneth,
      Did you forget to push the button in the action menu to activate the worker for time regitration? It is not enough to tick the activate box on the worker form.

      1. I actually found a hotfix, so there is a bug, but also a solution available 🙂
        Hotfix for your reference: kb4013390

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