BUỔI 02

1. CREATE A DEPARTMENT
Tình huống
Công ty UEH thành lập mới CN TP. Hồ Chí Minh. Bộ phận nhân sự tạo mới CN TP. Hồ
Chí Minh trên Microsoft Dynamic AX 2012 với các yêu cầu sau:

1. Tên phòng ban: 1708_MSSV

2. Người quản lý: <Tên giảng viên>
3. Địa chỉ liên lạc: Cơ sở A – 59C Nguyễn Đình Chiều, P.Võ Thị Sáu, Q.3, TP.HCM
4. Điện thoại: 028.38808808
5. Sau khi tạo xong, thêm phòng ban mới vào trong sơ đồ tổ chức chung của
trường.
6. Save as a draft sơ đồ tổ chức mới.

ID: 038941

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Tài liệu
A department might include a group of cost centers. Positions can be assigned to
departments. To create a department, click Human
Resources > Departments > Department. The following table describes the fields that
are available.

Field Description

Name Enter a name for the department.

Departmen A default value might be generated automatically if a

t number number sequence code is assigned to the Organization
number reference on the Number sequences page.

Search Enter a name or acronym that can be used to search for the
name department.

Memo Enter any additional information here.

In hierarchy A selected check box indicates that the department is

included in the department hierarchy. For information about
how to add a department to the department hierarchy, see
the information later in this article.

DUNS DUNS stands for Data Universal Number System. This is a

number nine-digit number that is issued by Dun & Bradstreet.

Manager Enter the persona that manages the department.

Addresses Add the address information for the department. For

example, add the mailing address for the building that the
department is located in.

Contact Add contact information for the department. For example,

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 Field Description

information add a telephone number for the service desk in the

department.

To add a department to the department hierarchy, follow these steps.

1. Click Human Resources > Departments > Department hierarchy.
2. Click Edit, and then select the organization that the department should be under.
3. Click Insert, and select Department in the list.
4. In the list of departments that appears, select the department to add to the
hierarchy.
5. Save your changes. You receive a message that a draft version of the hierarchy has
been created.
6. When you're ready, click Publish in the hierarchy designer. You can enter an
effective date that indicates when the hierarchy should be published. For example,
to add a new department at the beginning of the next calendar year, set the
effective date to January 1 of the new calendar year. The changes to the hierarchy
will take effect on that date.

Link:https://docs.microsoft.com/en-us/dynamics365/talent/create-department-
add-department-hierarchy

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2. CREATE A NEW JOB
Tình huống:

Tạo các công việc mới cho Department (1708_MSSV): Chuyên

viên khách hàng

Lưu ý: Hệ thống chưa có công việc nào tương tự đang có trên hệ thống;
Các trường chưa có dữ liệu thì phải thêm dữ liệu vào trường đó), với các yêu cầu sau:

 Job: 1708_MSSV
 Vị trí công việc (Position): 10
 Title: Nhân viên
 Loại công việc:
 Mức lương: 3

 Skill:
+ Lập kế hoạch bán hàng;
+ Bán hàng, tiếp thị;
+ Xây dựng và quản lý các mối quan hệ;
+ Giao tiếp, đàm phán.

 Certificates:
Trình độ ngoại ngữ: IELTS 4.0
Chứng chỉ IC3 (The Internet and Computing Core Certification)

 Education:
Cử nhân

 Job tasks
- Tăng trưởng dư nợ bảo đảm đầu ra an toàn cho Ngân hàng. Đảm bảo cho vay
theo đúng các chính sách của Ngân hàng Nhà nước và Vietcombank, không trái
với các quy định hiện hành về cho vay.

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 - Phát triển khối khách hàng doanh nghiệp và cá nhân nhằm bán trọn gói các sản
phẩm ngân hàng, tạo đầu ra cho các dịch vụ đang được cung cấp.

- Huy động tiền gửi kỳ hạn và không kỳ hạn từ các tổ chức, doanh nghiệp, cá
nhân; Đảm bảo các doanh số sử dụng dịch vụ, sản phẩm của các đối tượng trên.

- Kiểm tra, giám sát khối khách hàng doanh nghiệp và cá nhân thường xuyên
nhằm hạn chế tối đa các rủi ro sau khi cho vay đồng thời xây dựng uy tín và phát
triển chất lượng tín dụng của Chi nhánh.

 Areas of responsibility:
Có khả năng nhận biết, theo dõi, đánh giá đưa ra các giải pháp phòng ngừa,
giảm thiểu rủi ro hiệu quả trong công tác bán hàng.

Job: CVKH_0000

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Tài liệu
You must create jobs before you can create positions. Only the job name is required to
create a job. However, you can also add information to the job record. Some of the
additional information will be inherited by the positions that are associated with the job.
1. Click Human resources > Common > Organization > Jobs.
2. On the Action Pane, click Job.
3. Enter a name for the job.
Note
The remaining steps in this procedure are optional.
4. Press CTRL+S to save the new job record.
5. Use one of the following methods to add information to the job:
 To copy information from a template or from an existing job, complete steps
6 through 9.
 To manually enter information, go to step 10, and then complete steps 10
through 24.
6. On the Action Pane, click Copy from, and then select Copy from
template or Copy from job.
7. Select a job template or an existing job to create the job from.
8. In the Copy field group, select the information to copy information from.
For example, to copy only the areas of responsibility information to the new job,
select the Responsibility check box.
9. Click OK. The information that you selected to copy is added to the job.
To enter additional information for the job, complete one or more of steps 10
through 24.
10. Enter a brief description of the job.
11. Select a title for the job.
12. Indicate the number of positions that are allowed for the job.

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  Maximum positions – Select this option and then enter the maximum
number of positions that are allowed for the job.
 Unlimited – Select this option to indicate that an unlimited number of
positions are allowed for the job.
13. Enter an employment factor from 0 to 1. The value 1 indicates a full-time job. For
part-time employment, enter a number between 0 and 1. For example, a half-time
job can be .5.
14. On the Job classification FastTab, select a job type to associate with the job.
15. Enter additional information about the job.
16. Select a job function.
17. On the Compensation FastTab, select a wage level for the job. For more
information about wage levels, see About compensation plans.
18. Select the survey company that is responsible for the survey that was applied to
establish the market-based pay range for this job.
19. Enter the job code that the survey company uses for this job.
20. Enter the market price range information for the job from the following options:
 Source – Enter the source of the information for the market-based pay range.
 Low threshold – Enter the minimum amount that a worker in this job would
get paid.
 Control point – Enter the base amount that a worker in this job would get
paid.
 High threshold – Enter the maximum amount that a worker in this job would
get paid.
21. Add competency requirements to the job. To do this, complete one or more of the
following tasks:
Note
Before you complete this step, you must set up competencies.
 On the Skills FastTab, add skills that might be required for the job.
 On the Certificates FastTab, add certificates that might be required for the
job.
 On the Tests FastTab, add tests that might be required for jobs that are
created from this template.
Note

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 This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3
is installed.
 On the Education FastTab, add education information that might be required
for jobs that are created from this template.
 On the Screenings FastTab, add screenings that might be required for jobs
that are created from this template.
Note
This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3
is installed.
22. On the Job tasks FastTab, add job tasks to the job.
23. On the Areas of responsibility FastTab, add areas of responsibility to the job.
24. On the Action Pane, click ADA to set up or print information about physical
requirements associated with the job.
Back to top

Link:https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-
jobs

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3. CREATE A POSITION
Tình huống

Tạo các vị trí cho công việc Chuyên viên khách hàng tại
Department, các vị trí làm việc được tạo thủ công vì chưa có vị trí nào tương tự
trong hệ thống.

Nhân Viên Hỗ Trợ Kinh Doanh: vị trí này sẽ làm việc toàn thời gian và sẽ có 6
vị trí mới và sẽ mở vào ngày đầu tiên của tháng tiếp theo.

Position ID: 006318

038941

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Tài liệu
1. Click Human resources > Common > Organization > Positions > Positions.
Note
You can also create positions in the Position actions form.
2. On the Action Pane, click Position.
If personnel actions are not enabled by your organization, enter the following:

 Position ID – A default value might automatically be generated if

a number sequence code is assigned to the Position reference in the Human
resources shared parameters form.
 Job – Select the job that is associated with the position. This job description,
title, and full-time equivalent employment factor is automatically copied from
the job.
 Activation – Enter or accept the default activation date for the position.
 Retirement – Optional: If known, enter the position retirement date. When
the position is retired, if a worker is assigned to it, the assignment end date
for the worker is changed to the retirement date.
If personnel actions are enabled by your organization, enter the following:
 Personnel action number – The unique identifier that is assigned to the
action. If your organization has not set up personnel action number
sequences, enter this number.
 Personnel action type – The values for this field are entered in
the Personnel action types form. Action types of Create positions are
displayed. For more information, see Configure personnel actions.
 Reason code – The reason that you are completing the action.
3. Click Create positions or Continue.
4. Enter the description of the position.
5. Select a job to associate with the position.

6. Select the department that the position belongs to.

7. Add reporting relationship information to the position. For more information, see
the “Modify the reporting relationships for a position” section in Key tasks: Existing
worker positions topic.
8. Accept the title that was copied from the job that is associated with the position,
or select a different title for the position.
9. Select a position type for the position.

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 10. Accept the full time equivalent (FTE) employment factor that was copied from the
job that is associated with the position, or enter a different FTE employment factor
for the position.
If you modify the FTE employment factor for the position, the FTE employment
factor for the job that is associated with the position does not change.
11. Select a compensation region to associate with the position.
12. In the Available for assignment, field, enter the date when workers can be
assigned to the position. To prevent workers from being assigned to the position,
enter a future date in this field. To allow for worker assignments immediately, enter
the current date.
13. On the Position duration FastTab, enter the position duration.
Tip
If the retirement date is not known, select Never.
14. On the Payroll FastTab, assign a pay cycle, select the legal entity that pays the
position, and enter any information that is required to calculate earnings.
Note
This control is available only if the Payroll - USA configuration key is selected.
15. On the Financial dimensions FastTab, select a legal entity, and then select
dimensions for that legal entity to allocate dimensions to the position. For more
information, see Create a financial dimension.
16. Click Complete or Continue.
Note
If your organization uses workflow, you have to submit the position for review
before it is completed.
Back to top

Link:https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-
new-worker-positions

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