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NAV Updates

Microsoft Dynamics NAV HR Management

Dynamics NAV HR

In the Dynamics NAV HR, you can keep the detailed records of your employees. You can register and maintain the employee data, such as the employment contracts, confidential data, qualifications, and employee contacts.

You can also register the employee absences, which allows you to analyze the registered absences as necessary.

To start using the Dynamics NAV HR functionality, you must set up employees and other basic information. You can then associate the various codes to an employee, which allows you to filter data for particular employees.

How to Register Employees

To use the Microsoft Dynamics NAV HR functionality, you must first register each employee by creating a card with all the core and related information.

You can modify the employee’s details at any time. Keeping up-to-date to the records about your employees simplifies the personnel tasks. For example, if the employee’s address changes, you register this on the employee card.

The given procedures describe how to create the initial employee card and how to assign 2 types of employee details to the employee. In addition, you can assign the other related data, such as the qualifications and causes of inactivity. You assign the employee data either by selecting the field or an action in the Employee Card window.

  • To set up an employee

  1. Enter Employees, and then choose the related link.
  2. Choose the New action.
  3. In Employee Card window, fill the fields as necessary. Select the field to read a short description of the field or link to more data.
  • To insert a picture of an employee

If you have a picture of the employee in .bmp format, you can insert it on the employee card.

  1. Enter Employees, and then choose the related link.
  2. Open the card for the relevant employee.
  3. In Employee Picture FactBox, select the drop-down button, and then select Import.
  4. In Select a picture to upload window, select the Choose button.
  5. Select the file, and then choose Open.
  • To register various information about an employee

On the employee card, you can set up the data, such as union membership, relatives, and the contracts for the employee. The given will describes how to set up the alternate address. The steps are similar for all other data that you can set up from the employee card.

You can use the alternate addresses to keep track of your employees’ location, for example, if they are stationed abroad, on the long business trip, or residing at the summer residence.

  1. Enter Employees, and then choose the related link.
  2. Open the card for the relevant employee.
  3. Choose the Alternate Addresses action.
  4. In  Alternate Address List window, fill the fields as necessary.
  5. Repeat step 4 for each alternate address.

How to Manage Employee Absence

To manage the employee’s absence, you must record the absence in Absence Registration window. It can be seen in different ways for analysis and reporting needs.

You can see the employee absence in 2 different windows:

  • The Absence Registration window, where you can register all the employee absences with a line for each absence.
  • The Employee Absences window, where the absences for 1 employee only is displayed. This is the data that you entered in Absence Registration window, filtered by a particular employee.

To obtain the meaningful statistics, you should always use the same unit of measure when registering the employee absences.

  • To register employee absence

Dynamics NAV HR can register employee absences on a daily basis or at some other interval that meets your organizational needs.

  1. In the top right corner, select the Search for Page or Report icon, enter the Absence Registration, and then select the related link.
  2. Choose the New action.
  3. Fill the line for each employee absence you wish to register.
  4. Close the window.
  • To view an individual employee’s absence

  1. In the top right corner, select the Search for Page or Report icon, enter the Employees, and then select the related link.
  2. Choose the relevant employee, and then select the Absences action. The Employee Absences window opens displaying all absences and the date on which they started and ended.
  • To view an employee’s absence by categories

  1. In the top right corner, select the Search for Page or Report icon, enter the Employees, and then select the related link.
  2. Choose the relevant employee, and then select the Absences by Categories action.
  3. In the Empl. Absences by categories window, fill the filter fields as necessary and then select the Show Matrix action. The Empl. Absences by Cat. Matrix window opens displaying all the absences, broken down by the causes of absence.
  • To view all employee absences by category

  1. In the top right corner, select the Search for Page or Report icon, enter the Absence Registration, and then select the related link.
  2. The Absence Registration window, select the Overview by the Categories action.
  3. Than the Absence Overview by Categories window, set a filter in the Employee No. Filter field to view employee absences for an individual or a defined group of employees.
  4. Choose the Show Matrix action. The Absence Overview by Categories Matrix window opens displaying all the employees’ absences broken down by the various causes of absence.
  • To view all employee absences by the period

  1. In the top right corner, select the Search for Page or Report icon, enter the Absence Registration, and then select the related link. In the Absence Registration window, select the Overview by the Periods action.
  2. Absence Overview by Periods window, set a filter the Cause of Absence Filter field to see the employee absences for mentioned the causes of absence.
  3. Choose the Show Matrix action.

    The Abs. Overview by the Matrix window opens displaying the employee absences broken down by periods.

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