Microsoft Dynamics

AX R2
Human Resources:
Personnel (Position)
Actions

January 2013
Version 1.0

CONTENTS
Contents..............................................................................................................2
Demo Overview...................................................................................................3
Introduction.........................................................................................................3
Audience..............................................................................................................3
Scenario..............................................................................................................3
Overview.............................................................................................................3
Problems this Demo Addresses...........................................................................4
Key Pains or business imperatives.......................................................................4
Purpose of Demo (Solutions to pains, benefits, value proposition).....................5
Demo Preset........................................................................................................5
Configuration.......................................................................................................5
Demo: Position actions........................................................................................5
Introduction.........................................................................................................5
Conclusion.........................................................................................................14
Glossary and additional back ground content...................................................14
Disclaimer..........................................................................................................15

Microsoft Dynamics AX 2012: R2 Personnel

Actions

DEMO OVERVIEW
INTRODUCTION
This document and its included script introduce you to the Position Actions and the new
features included in Microsoft Dynamics AX 2012 R2
When you complete this document and demo script you will be able to:

Describe how Microsoft Dynamics AX 2012 R2 provides position based requests and edits
through the position action functionality.

Setup workflow and enable the position based requests in Microsoft Dynamics AX R2

Describe the benefits of Position Actions as they work with overall employee processes.

Understand the effects on the system when position actions is enabled.

AUDIENCE
The included script should be used to demonstrate the value of Microsoft Dynamics AX 2012 R2
to a business decision maker (BDM). The executives that you are presenting to will find value in
this script if they are challenged with:

Managing new and existing positions

Approval workflow within Human Resources

The demo script targets the:

HR Manager

HR Assistant

Administrator
The following role examples represent key decisions makers, selection process personnel
and influencers and/or evaluators.

Human Resources Manager (Claire): Human resources managers manage the

needs of a company's employees. They develop and manage areas such as
employment programs, salary compensation, job evaluations, benefits, and training
programs. Human Resources Managers struggle with obtaining information to make
decisions, managing change and maintaining employee data using a manual
process.

HR Admin (Brooke): Brooke provides administrative support to the HR office with

recruitment and maintenance of worker information..

SCENARIO
OVERVIEW
Contoso is expanding, a number of managers are increasing staff in their departments.
Managers have requested new positions in Consulting. Brooke is working with the individual
Microsoft Dynamics AX 2012: R2 Personnel
Actions

requests to make sure the new requests go through the proper workflow and all the right
individuals are involved. During this expansion, reporting relationships and the organization will
also be updated. Some of these changes will require approval and Claire will manage this
process.
Note: When demonstrating this functionality to clients, manipulate the scenario to fit key pain
points they are experiencing. A one or two hour discovery session may help you tailor the demo
to make it more effective.

This script focuses on the following processes:

Setup and integration to workflow
Creation of position action types
Position action processes
Optional Integration with budgeting
Completing New and Update position actions

PROBLEMS THIS DEMO ADDRESSES

This script focuses on position control through the setup and maintenance of position actions
functionality.

KEY PAINS OR BUSINESS IMPERATIVES

Enable position actions

Set up Human Resources workflow

Define position actions types

Complete multiple actions with and without workflow integration

Microsoft Dynamics AX 2012: R2 Personnel

Actions

PURPOSE OF DEMO (SOLUTIONS TO PAINS, BENEFITS, VALUE PROPOSITION)

Human Resources Manager: Added control over headcount and adding staff. Workflow enabled
for employee data management.
HR Admin: Added control over the creation and routing for approval the new positions for
openings at Contoso.

DEMO PRESET
CONFIGURATION

Make sure that the virtual machine (VM) is up and running that you have logged on. This
script was written to work with the Microsoft Dynamics AX 2012 R2 VM.

All users are in the CONTOSO domain and the password is pass@word1. So if you are to
log on as Brooke then you would use CONTOSO\System Administrator with the password
as pass@word1. Login to USMF Company.

Navigate to: System Administration > Setup > Licensing > License Configuration. Expand
the Human Resources 1 node and mark the Personnel Actions check box. Select OK and
synchronize the system. After it finishes synchronizing (about five minutes), close and
reopen AX so that the action-related forms will appear in the HR module.

Start workflow processing: Go to AOT (Ctrl+Shift+W); Expand Forms and then select
Tutorial_WorkflowProcessor; Right-click and then select Open; Click the Start button;
Minimize the windows (but do not close them).

The script has been written to minimize role changes and the role changes are called out
in the following script.

DEMO: PERSONNEL (POSITION) ACTIONS

INTRODUCTION
Microsoft Dynamics AX 2012 R2 introduces new processes for managing positions.
This demo will walk through the workflow configuration, Position Action Types setup and
process flow for Create New and Update based position actions in Microsoft Dynamics AX 2012
R2. Actions tracks a record of the changes made to a position from its initial creation to its
retirement.

Microsoft Dynamics AX 2012: R2 Personnel

Actions

Personnel Actions (Position Based)

Scenario and Presenter Notes
HR and Department managers: Before you begin, highlight the value of simplicity by
walking the audience through the navigation and landing page to familiarize them with the
user interface (UI) so they are able to follow you as you transition from screen to screen.
In this Microsoft Dynamics AX 2012 R2 scenario, The administrator along with HR will define
the process and workflow for position based actions. Brooke the HR admin is working with the
recruiter to enter actions and send them through the workflow process.
1. Log on as ADMINISTRATOR (For
this demo, assign employee
Claire Kennedy to the
Administrator User)
2. Shift+right click on the Microsoft
Dynamics AX 2012 R2 icon on the
desktop and select Run as a
different user....
3.

Select USMF as the Legal Entity

4. Open the Human resources

module.

NOTE: See the Configuration

section of this document to
enable Personnel Actions.

5. In the Area Page, under Setup,

select Human resources
workflow. The Human resources
workflow list page is displayed.
6. Select to create a new Human
Resources workflow. Select New
and the workflow form will be
displayed, then choose the Create
workflow button.

Notice that an unlimited number of workflows can be created. For the purposes of this demo
onlyMicrosoft
a single
workflow
willR2be
configured. For example: FTE position requests may require
Dynamics
AX 2012:
Personnel
Actions
workflow where contract positions may not.

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Actions

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CONCLUSION
This demonstration has taken you through the major capabilities of Position Actions.
1

Position Actions provides the ability to define workflow for creating and updating
position information.

Give you control over the process with available to fill and date effective changes.

Provides a full history of changes made when position actions is in use.

Position Actions is optional functionality and can be enabled through a defined

configuration key.

Optionally this scenario can be modified for Budget approval. Position budget
information may be entered via position actions and sent to the budget manager for
approval. Personalize the demo script to meet the requirements.

GLOSSARY AND ADDITIONAL BACK GROUND CONTENT.

The following list of terms and resources are provided for back ground reading if you are
unfamiliar with this functional domain.

Worker: An internal party (person). A worker is hired to work for a company,

organization, or legal entity and can be an Employee or a Contractor

Position: Represents an allocation for headcount

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Actions

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Disclaimer
2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other
product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other
names and brands may be claimed as the property of others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation
as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be
interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any
information provided after the date of this presentation.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS
FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS
PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL
PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical,
lifesaving, or life sustaining applications.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your
people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar
Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a
way that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989

Worldwide +1-701-281-6500
www.microsoft.com/dynamics

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Actions

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