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Dynamics AX Updates

AX Payroll Management for Calculating Frequencies

This topic describes the tasks that are required to set up AX payroll calculation frequencies. Certain earnings, contributions, and the deductions should be processed in Mentioned pay periods. You can use Microsoft Dynamics AX payroll management for calculating frequencies to control which pay periods these payroll elements are processed in. You make payroll calculation frequencies that you need for your payroll and assign pay periods to those frequencies. After you do that, you can assign the frequencies to earn codes on a worker detail form and to benefit contributions and deductions.

By default, all earnings, contributions, and the deductions are processed in every pay period. If this meets your AX payroll management processing requirements, you do not have to complete the tasks in this topic.

The below illustration shows the steps that you must follow to set up Microsoft Dynamics AX payroll management for calculating frequencies.

What do you want to do?

Understand the bigger process

Review the prerequisites

1. Create payroll calculation frequencies

2. Assign pay periods to payroll calculation frequencies

3. Assign payroll calculation frequencies to payroll elements

Next step

Technical information for system administrators

Find related tasks

Understand the bigger process

The below illustration shows the relationship between this topic and the overall process of setting up Payroll for the first time. You do not have to arrange the payroll calculation frequencies unless you have to control which pay periods various payroll elements are processed in.

Review the prerequisites

The below table shows the prerequisites that must be in place before you start.

Category Prerequisite
Version  Microsoft Dynamics AX 2012 R2

1. Create payroll calculation frequencies

Before you start, determine when you process various payroll elements. These are the commonly used processing frequencies:

  • All pay periods
  • Monthly, first, pay period
  • Month, second pay period
  • Monthly, third pay period
  • Month, fourth pay period
  • Monthly, last pay period
  • Alternating pay periods, even
  • Alternating pay periods, odd
  • Yearly, first, pay period of the calendar year
  • Year, last pay period of the calendar year
  • Yearly, first, pay period of the fiscal year
  • Year, last pay period of the fiscal year
  • Yearly, on a specific date
  1. Click Payroll > Setup > Payroll calculation frequencies.

  2. Click New.
  3. In the Frequency field, enter the name of a payroll calculation frequency. For example, you might enter M-1 for the first pay period of the month, or M-last for the last pay period of the month.
  4. In the Description field, enter a few words to describe the AX payroll management for calculating the frequency. For example, you might enter the last pay period of the month.
  5. Repeat steps 2 through 4 to make additional payroll calculation frequencies.

2. Assign pay periods to payroll calculation frequencies

You can assign the pay periods from one or more pay cycles to each of the payroll calculation frequency. For example, you might have the positions that have a weekly pay cycle and positions that have the semimonthly pay cycle. You might also have the car allowance that should always be processed in the first pay period of the month, regardless of which pay cycle the worker’s position uses. To accomplish this, you assign the pay periods from both pay cycles to a payroll calculation frequency for the first of the month.

  1. Click Payroll > Setup > Payroll calculation frequencies.

  2. In the Status filter field, choose View all pay periods.
  3. Choose a payroll calculation frequency from the list.
  4. In the Pay cycle field, choose a pay cycle.
  5. Click Add.
  6. Choose the pay periods to assign to the selected payroll calculation frequency.
  7. Click Add.
  8. Repeat the steps 4 through 7 to assign the pay periods from the pay cycles to this payroll calculation frequency.
  9. Repeat the steps 3 through 8 to assign the pay periods to the payroll calculation frequencies.
  10. When you have finished, close the form.

You can now use the payroll calculation frequencies to control when the deductions, contributions, and earning codes are processed. See the Assign payroll calculation frequencies to payroll elements to continue.

3. Assign payroll calculation frequencies to payroll elements

Assign the payroll calculation frequencies to the payroll elements to control when those payroll elements are processed.

  • To mention when the deductions and contributions for the advantages are processed, see “Create a new benefit” in Benefit setup tasks.
  • To mention when an earning code is processed for a worker, see “Add earning codes to worker position assignments” in Worker and position payroll tasks.

If you do not mention a payroll calculation frequency for these payroll elements, they will be processed in every pay period.

Next step

The next step is to set up work cycles and work periods. Certain earnings, like the overtime premiums that are required by the Fair Labor Standards Act (FLSA), are based on work periods and not pay periods.

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