Microsoft Dynamics

AX
Human Resources:
Manage Employees
Transitions & Transfers

January 2013
AX 2012 R2
Version 1.0
 CONTENTS
Contents
Introduction
Audience
Scenario
Overview
Problems this Demo Addresses
Key Pains or business imperatives
Purpose of Demo (Solutions to pains, benefits, value proposition)
Demo Preset
Configuration
Demo: manage employees transitions & transfers
Conclusion 13
Glossary and additional back ground content. 13
Disclaimer

14

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Demo Overview
INTRODUCTION
This document and its included script introduce you to the transferring and managing of
workers 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 allows the user to terminate a worker from a
position and to transfer a worker from one position to another position.
Discuss how Human Resources enhancements provide flexibility during the process.

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:
Transferring a worker from one position to another position.
The demo script targets the:
Human Resources Assistant

Human Resources Manager

The following role examples represent key decisions makers, selection process personnel
and influencers and/or evaluators.
Human Resources Assistant (Brooke): Brooke provides administrative support
to the HR management with recruitment and maintenance of worker information.
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.

SCENARIO
OVERVIEW
Contoso is promoting an employee due to the departure of another employee.
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:

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 Terminating an employee

Transferring an employee from one position to another position

PROBLEMS THIS DEMO ADDRESSES
This script focuses on the process of transferring an employee from one position to another
position.

KEY PAINS OR BUSINESS IMPERATIVES

Easily transferring an employee from one position to another position.

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PURPOSE OF DEMO (SOLUTIONS TO PAINS, BENEFITS, VALUE PROPOSITION)
Human Resources Assistant: Being able to easily terminate an employee and to transfer
an employee from one position to another position.
Human Resources Manager: Information is more accessible with navigation and user experience
(UX) changes so that discoverability of functionality is easier and data entry is not difficult.

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 RTM VM, which was
released in December 2012.
All users are in the CONTOSO domain and the password is pass@word1. So if you are to
log on as Jacob then you would use CONTOSO\Jacob with the password as pass@word1.
The script has been written to minimize role changes and the role changes are called out
in the following script.
DEMO: MANAGE EMPLOYEES TRANSITIONS & TRANSFERS
This demo is about terminating an employee and transferring an employee from one position to
another position in Microsoft Dynamics AX 2012 R2. This demo provides an overview of the
major concepts to introduce you to new key features and enhanced features that are available
to users of Microsoft Dynamics AX 2012 R2.

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 6. Maximize the Position
hierarchy page.
7. Enter Marie Talley in the
Search name field, or click on her
bubble in the grid & click on the
Scenario and Presenter Notes
indicator that says Make this
Before
nodeyou begin,
the highlight the value of simplicity by walking the audience through the
focus.
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 Human resource assistant, Brooke will
terminate a worker, will transfer a worker from one position to another position, and will make
changes to the workers record. Follow the steps below to understand the process.

1. Log on as Brooke (or optional

as ADMINISTRATOR).
8.
2. The Positionclick
Shift+right hierarchy
on the for
Marie Talley
Microsoft is displayed.
Dynamics AX 2012 R2
icon on the
9. Click desktop
on the and Link
Worker select
forRun
as a different user....
Marie Talley, this will open the
Worker
3. Selectform
USMFfor as
Marie.
the Legal Entity
4. Open the Human resources
module.

Marie Talley, a Customer Service Manager, is leaving Contoso entertainment systems.

Terrence Dorsey, who is currently an Outbound Technician, will be taking Maries position.
Well begin this process with Brooke, the Human resources assistant, looking at the Position
hierarchy for Marie and then terminating Maries employment on the Worker form.

10. Click the Terminate

button on the Action pane of the
Worker form.
5. In the Area
11. Enter Page, under on the
the following
Common, workers
Terminate select Organization
dialog form: >
Positions
Termination date: hierarchy.
> Position a week
The Position
prior to hierarchy page is
displayed.
todays date
Last day worked: a week
prior to todays
date
Termination reason:
Competitor
Note: If the position was not going
to be filled, Brooke could retire the
position.
12.Microsoft Notice
Dynamicsthe Position
AX 2012 is: Employee
R2: Manage 6
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000258
13. Click the Terminate
workers button.
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CONCLUSION
This demonstration has taken you through the functionality of terminating a worker and
transferring a worker from one position to another position.

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
Job: Grouping of tasks and responsibilities that comprise the work that must be performed

Position: Represents an allocation for headcount

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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, life
saving, 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.

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

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