Managing recruitment and Posting Open jobs in Enterprise portal in Dynamics AX 2012

Managing recruitment and Posting Open jobs in Enterprise portal in Dynamics AX 2012

Hello Everyone,

Managing recruitment processes, job applications and applicants is a key aspect of human resources management in any organization. The HRM module of Microsoft Dynamics AX 2012 provides a very efficient and effective way of managing open jobs in an organization and applications and applicants who are applying for the open jobs.

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In today’s post I will highlight,

  • How to create open jobs and publish the Job ads to the enterprise portal.
  • How candidates/applicants( Both External and Internal) can view and apply for Open jobs.
  • How applicants/candidates can submit their resume to the organization for considerations to any open jobs.
  • How recruiters can view and manage all the incoming job applications at one central location and process them further.

Create Jobs and Publish them on Organization portal:

  1. Go to HRM > Common > Organizations > Jobs.
  2. Create a new job. In this case let us say it is for a DAX Technical Consultant.

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3. Create the required positions under the HRM > Organizations > Positions.

4. The next step is to create the recruitment project and create the job ads for that.

5. Go to HRM > Recruitment > Recruitment Projects and create a new recruitment project.

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6. Create the Job ad for this recruitment project and enable this to be published on the enterprise portal.

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With this, we are done creating the open jobs and publishing them to the portal.

Candidates viewing and applying for jobs on the portal:

AX allows both internal employees/existing employees and external applicants to apply for open job. The site services feature can be used to integrate the external job portals and company websites to AX. External candidates can apply directly from portals and company websites with this integration. (Note: These tasks will need some technical works and some development as well and it is not fully functional out of the box.

  1. When candidates log on to the portal of AX 2012, they get to see a direct link to all the open jobs in the organization.

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2. Notice that the job we just created is now appearing on the portal. Candidates can select the job and click Apply to apply for the job.

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3. Copy paste your resume and click Apply. Note: You can customize this to have a direct link for resume attachment/uploading.

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Note that, candidates can also apply and submit their resumes without any open job also. All of these applications will be gathered against a Unsolicited recruitment project.

Recruiters viewing and processing received applications:

The Application Basket in AX is the central location for all the received applications both from enterprise portal and external sites(job portals , company websites if integrated). The recruiters finds all the key information about the applications such as candidate contact information , resume attachments, address etc.

  1. Go to HRM > Periodic > Recruitment > Application Basket.

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2. Notice that Sandeep Chaudhury, who applied for the DAX Technical consultant job is appearing in this form now. The system also shows various other information about the applicant on this form required for the recruiters.

3. Click Attachments button to view their resumes.

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4. If everything looks okay about the candidate and the resume looks goof to be processed further, then select it for Approval and Click Approve button. You will notice that the application record will disappear from the application basket as it has been processed further now.

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5. Now, when the recruiter goes to the recruitment project again, they get to see all the received applications against the recruitment project and can process it further from there.

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Refer to my earlier post on employee life cycle management in AX 2012 to know further about this.

The focus of this post was to highlight the job posting capabilities within AX and to show how it eases the job of recruiters on a day to day basis. Please reach out to me in case of any questions on this.

Till next time!!

Sandeep

The Power of Customer Self-service portal in Microsoft Dynamics AX 2012

Hi Readers,

I could not spend time on my blog since last few weeks due to my extended vacation. I know i owe answers/responses to a few of you. I will start doing it from today again. Sorry about this.

In today’s post we will take a look at all the important capabilities of the customer self-service portal.

The customer self-service portal, which is an out of box feature of Microsoft Dynamics AX 2012 adds to the list of several other simple yet powerful list of features.

This enables your customers to work with you in more efficient way without having the need to several manual interventions. Rather than having customers calling you and asking questions about their orders, placing new orders, asking about invoices, inquiring about products, you can just give then a log in for the customer self-service website and can do all of the above stuffs on their own.

For customers to get started with using the portal for them, all you need to do is follow few simple steps to setup the customer contact and other required details and then they are ready to go. The various capabilities of CSS(Customer self-service portal) are explained in the points below.

Customer Self Service Portal

View account information

1. Configure Product Catalog and make it available on the web for customers to browse through your products:

  • Configure Product groups:

Configure Product Groups

  • Prepare presentations:

Catalog Presentation

  • Sync and publish images to the Web/SharePoint portal:

Publish Images to Web

2. You can prepare campaign items and few easy steps and make it available on the web for customers to browse through them and add to their carts.

Campaign Items on the Web

This makes it easy for the organizations and their customers to interact easily, without having to make several calls and exchange emails to find required information about your products.

3. Customer can place Orders on the web in few simple steps:

  • Add items to shopping cart

Add items to shopping cart

Add items to shopping cart

  • Checkout items and initiate order

Checkout items and initiate order

  • Confirm order

Confirm Order

And You have successfully placed your order.

Order Placed Successfully

4. Have customers inquire about all their orders at one place on the web without reaching out to you frequently for the status and other related information about their orders.

Customers inquiring about their orders on the web

Other inquiries about customer orders

5. Have customers inquire about all their invoices and related information on the web.

Inquiry about customer invoices

View invoices

View Invoice

6. Customers can create , Manage and inquire about their item/order returns.

Returns Mangement on the Web

7. If your organization provided services on it’s products for customer and manage repairs for them, then you can have your customers/technicians create service orders on the web.

View and perform actions on your service orders on the portal

So, with these offerings on the web for making your customers work easily with you on several things on daily basis, AX 2012 can help you and customers interact everything efficiently at one place, getting most updated information about their orders and stuff etc.

This post is aimed for customers who are looking for a customer self-service portal built inside and coupled strongly with their ERP application.

Microsoft Dynamics AX 2012 – POWERFULLY SIMPLE !!! YET AGAIN !

Microsoft Dynamics AX-Powerfully Simple

Till next time… Keep DAXING Smile

 

An insight to the new and improved Timesheets Management Functionality in Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012 - Powerful, Simple, Agile

Hi Friends,

I thought of writing about one of the most talked about enhancements in Microsoft Dynamics AX 2012 which is the employee timesheets functionality in Project Management and Accounting module.

Recording the employee’s times(hours) and expenses is one of the key processes in any services industry today, especially the IT consulting and Management services firms. These firms always look for a timesheet management system in the ERP system which they evaluate for their organization which can make it efficient and easy for their employees to enter their timesheets and expenses.

Microsoft Dynamics AX 2012 empowers the professional services industries with a powerfully simple employee services portal refered to as the Enterprise portal which is based on the Microsoft SharePoint 2010 foundation server, one of the most successful products that MS has released ever.

Now let us discuss about the various capabilities and improvements of the Timesheet system in AX 2012.

Few of the pre requisites for the timesheet functionality to be working are as below.

  • Setup timesheet periods. ( Ax 2012 supports Daily, Weekly, Bi-weekly, Semi-monthly and Monthly etc. periods for registering hours/times).
  • Setup the project management setup for the workers. ( Employees and Contractors).
  • Create required user relations.
  • The project management and accounting module setup. (Projects, activities, categories, line properties etc.).

Assuming that all of the above required setups are done, employees of the organization can log into the employee services portal and start entering timesheets.

The Home page of the employee services portal displays role tailored information depending on the user profile/role which is assigned to the employee.

When an employee/contractor who has system administrator role logs into the enterprise portal, the screen looks as shown below. This shows all the various capabilities and functionalities present on the enterprise portal of AX 2012.

Employee Services Portal

However, assuming the case of a typical service industry/IT consulting services industry, where employees (both salaried and hourly based) deal mostly with timesheets, expenses and their approvals, I have customized a role to prepare the employee services portal to look as below. Ax 2012 provides the flexibility of customizing the enterprise portal content the way you want it.

Role customized Employee services screen - AX 2012

Timesheet Management functionality Highlights in AX 2012:

  1. Provides flexibility for defining different timesheet periods depending on need.

Timesheet Periods

2. Timesheets overview screen displaying details of exiting timesheets.

Timesheets Overview Screen - AX 2012

3. Option to set timesheet favorites/favorite lines and functionality to load timesheet lines

these from favorites.

Timesheets Favorites Management

4. Option to create new timesheet by copying an existing timesheet (Previous).

Copy timesheets Function

5. Setup delegates for timesheet submission, who can enter timesheets on your behalf in

your absence and manage your timesheet delegates and timesheet favorites right on the

web enterprise portal.

Manage Timesheet Delegates

6. Record time on each individual task/activity or the project by entering suitable internal

and external comments for the description of the work. Week summary to date fact box

which displays the total number of hours entered in the week.

Timesheet Entry Screen AX 2012

7. Employees will have to spend less time in entering comments for each line with the consolidated comments entry screen.

Consolidated Timesheet Comments

8. Automatic workflow can be setup for timesheet approval/review. When timesheets are

submitted, they  get automatically assigned to the respective reporting manager’s queue

for review.

9. Print your timesheets right from the enterprise portal.

Print Employee Timesheets

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Apart from the timesheets management functionality, the enterprise portal  in AX 2012 provided several other powerful business process capabilities and this will definitely help every organization in a very great deal.

Till next time !! Keep exploring. 🙂