Talent, Payroll, and HR

How to Update Dynamics AX US Payroll Taxes

downloading dynamics ax payroll tax update

Microsoft now provides the necessary US Payroll tax data as a download, enabling Dynamics AX users to keep current via the CustomerSource site. A standard Dynamics AX periodic job can then be used to update the Payroll tax data. This is huge! No longer is a Tax Update required to be performed during system downtime…

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Microsoft Dynamics AX Position Distribution Templates

Financial dimension default templates in dynamics ax

In today’s economic climate many employees simultaneously perform duties and tasks for multiple positions within a single organization. As a result, accountants may have to post adjusting accrual entries to allocate payroll costs to the correct cost center and/or department. Microsoft Dynamics AX offers a feature that allows a distribution template to be associated to…

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Questionnaires in Microsoft Dynamics AX 2012 R3: Attach to a Course

reference type grid questionnaires dynamics ax

Microsoft Dynamics AX 2012 R3 (AX 2012 R3) offers end users a productivity tool to design, create, distribute, and complete Questionnaires that contain a set of questions used to collect information in AX for a variety of purposes. Example: a Questionnaire can be used to evaluate a training course and is distributed to the course…

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Microsoft Dynamics AX 2012 R2 Retirement Benefits Plans – Part 2

plan 1 employee contribution

New in the CU7 update for Microsoft Dynamics AX 2012 R2, is the ability to set up a benefit plan that automatically calculates the employer contribution. A benefit plan can be used for retirement investments, medical insurance, workers compensation plans, and parking benefits. For the basis of this blog, we will be specifically focusing in…

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Microsoft Dynamics AX 2012 R2 Retirement Benefits Plans – Part 1

Define benefit types dynamics ax

New in the CU7 update for Microsoft Dynamics AX 2012 R2, is the ability to set up a benefit plan that automatically calculates the employer contribution. A benefit plan can be used for retirement investments, medical insurance, worker compensation plans, and parking benefits. For the basis of this blog, we will be specifically focusing in…

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Microsoft Dynamics AX 2012: Beware of Questionnaires – Part 1

questionnaire parameters dynamics ax

Today we will discuss a feature of Microsoft Dynamics AX, which is not utilized very often by the user community.  However, it is a valuable productivity tool allowing to create, distribute, and complete questionnaires containing sets of questions used to collect information for a variety of purposes.  Below is a list of typical use cases…

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Microsoft Dynamics AX 2012 Time Registration Paid Lunches

open time profile dynamics ax

In Microsoft Dynamics AX 2012 R2 and R3 Time and Attendance functionality allows a worker’s scheduled lunch break to be automatically deducted when calculating hours for a work day. However, there may be times when the dedicated worker does not take a lunch break and works through their lunch and needs to be compensated.  An…

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Microsoft Dynamics AX 2012 R3 Rehire a Worker

Sometimes companies have employees or contractors that leave their organization on good terms, increase their skill set, or new positions become available and the need arises to rehire the worker. In Microsoft Dynamics AX 2012 R3 (AX 2012 R3). Human resource features easily allow the rehire of a past worker (employee or contractor). The Microsoft…

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