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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Employee hiring process (recruitment process) in new Dynamics Ax (Aka AX 7).

July 16, 2016 by alirazazaidi

 

 

Suppose we have to hire a Ax Dynamics Ax Technical consultant in new Dynamics AX (AKA).

There are multiple ways to do that, but we follow these steps.

2016-06-04_10-09-57

For this we have follow following steps. We explore, Job creations, we create skills, education and certification required for this job, later we create position and attach it to job. Than create a recruitment project where we mentioned who is HR Manager, who is recruiter and create a new application and hire the required person.

 

We can divide the whole process into following parts

  1. Create a new job
  2. Create a position and associate with job
  3. Create a new recruitment project for job.
  4. Hire a new worker against Recruitment Project.

 

 

 

 

 

 

 Create  a new Job.

2016-06-04_11-36-23

After successful login

 

and from menu open the HR module

2016-06-04_11-44-22

 

 

 

 

and expand it and click on Jobs.

Job

 

On click  a new web page opens, that shows the list of jobs present in Dynamics Ax. Now Click on new button.

Job list page

In a new Job detail page, enter, Dynamics Ax consultant in job , In description, mentioned “Dynamics AX techno Functional Consultant” And Title select Consultant. You can also set

Job details

You can also Expand Skills fast tab and add new skill, If skill is not available for example in my current scenario, X++ and supply chain is not preset so on skill text box right click and click on view details.

Add new Skills

You have to add rating also the same way.

 

New skills Rating

 

When skills are added, I select them in skill section.

Details

Next step is to add certification, Here requirement is that Person must have certification.

McP Certification

So right click on certification and create new certification and then select it.

MCP selection

 

 

 

Add new Education, suppose we require to person at least Graduate. So select graduation.

Bsc Computer

 

 

 

Now we have to add three task, that belongs Customization, integration and code.

Skill selection

 

 

Save the job from top menu and close the job

If we see on list page, we find our new job is listed there

 

New job is created

 

 

 

 

 

.

 

Create the new position

 

Now second step is Position creation and attach job with it.

From menu, select position.

Position Menu

 

On list page, from top menu, Click on new

New position

 

 

 

Select Job we created in last step.

New Position detail Page

 

 

 

 

 

You find the now position associated with job in position

Create

New position is listed on list page

New Position List page

 

Create a Recruitment Project.

 

Now go back to Main menu and create a new Recruitment Project

 

Recuriement Project Menu

 

 

Form list page create new recruitment Project by clicking on new at top menu.

New Recuritment Job

 

Select Previously Created Job and save the Recruitment project.

Recruitment Project selection

 

From top menu click on and start the Recruitment Project

Click on start

 

 

Hire new employee against recruitment project

New recruitment project is started, we can receive application against this

Start Project

 

From top menu click on applications.

Create Application Menu

 

Select the applicant name, In my current scenario, required Applicant name was not exists in ERP. So I right click on Name field and click on View Details.

New Applicant

 

 

From New party page enter the Required name and create a new party.

New Person detail

 

After that save and select newly created party as new applicant.  Right click on top menu. And hire new worker.

Application Status and

 

 

If select employee from menu.

 

333d

 

 

Click on Hire button to create new worker, the applicant successfully Hired against job.

 

Filed Under: Dynamics AX (AX 7), Tips and tricks, Uncategorized Tagged With: Dynamics Ax, Hire new employee

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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