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Centralized HR

  • 1.  Centralized HR

    TOP CONTRIBUTOR
    Posted Jun 26, 2018 01:59 PM
    ​Hi all.

    We don't currently use the HR module in AX yet. It's coming, but probably not for a while. In the meantime though, we are having to enter Workers so that they are available to the Purchasing module. So, at this point, we are creating a worker with just their name, employee number from the payroll software and their hire date.

    The issue is that we have 3 sites set up as separate legal entities, a corporate office and 2 manufacturing facilities. In order for them to be available to the purchasing module in a given legal entity, we are having to create an employment record for the person in each one.

    My question is this:

    Is there some setting we are missing which would allow us to set up the employee and keep their hire information in only our corporate site and still have them available to modules in other legal entities? The way it is right now, we have some employees which look like they are employed by 2 of our entities and some employees which look like they are employed by all three. I hate to think what this will do to us down the road when are do bring the HR module fully on-line.

    Running AX 2012 R3 CU11.

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    Steve Latta
    Accountant
    Ortec, Inc.
    Easley SC
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Centralized HR

    TOP CONTRIBUTOR
    Posted Jun 27, 2018 03:00 AM
    This is a common issue and not just in procurement - it also impact the project module (to select a worker as a "project manager" on a project, it must be "employed" in that AX company)
    I didn't check but I don't have a reason to believe this has been fixed in D365 (famous last words)

    What you need to create "employment records" for a worker everywhere there are going to be selected.
    Usually I saw companies flagging one of those employment records as the "real: employment" (=the "payroll" company) but in your case it does not sound like you have to do that.

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Centralized HR

    Posted Jun 27, 2018 09:15 AM
    ​This requirement to have the employee in multiple companies has not changed in D365 F & O.

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    Catherine Dean
    Clients First Business Solutions
    Minneapolis MN
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Centralized HR

    Posted Jun 27, 2018 10:34 AM
    ​Hi Steve,
                    Like Zvika said, you can flag the real employment to make sure you will be able to know the company who pays the employee (real company). The way we managed it is to use the field ''Status'' in the employment form. We use the status ''Employed'' for the payroll company of the employee and the ''status'' ''none'' for the employement that we create for access reasons. This way we can easily have an employee count.

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    Christian Hetu
    Business Analyst
    BBA
    Mont-Saint-Hilaire, QC, Canada
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Centralized HR

    TOP CONTRIBUTOR
    Posted Jun 28, 2018 02:34 PM
    ​Thanks for the responses Zvika and Christian.

    Christian, your suggestion for using the "Status" field seems like a great solution. I wanted to make sure there wasn't a simple solution we were missing, and it seems we are doing things more or less as they need to be done.

    ------------------------------
    Steve Latta
    Accountant
    Ortec, Inc.
    Easley SC
    ------------------------------

    Academy - Online Interactive Learning from Experts


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