Motivate workforce overview

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The topics in this section provide information about motivating workforce.

Manage compensation

Manage performance

Motivate workforce business process component forms

The following table lists the forms that support the motivate workforce business process component. The table entries are organized by business process component task and then alphabetically by form name.


Some forms in the following table require information or parameter settings to navigate to them.

Business process component task

Form name


Manage performance


Create and schedule discussions with workers.

Goal details

Set and manage goals for workers.




Manage compensation

Allocation matrix

View and create a relationship between a performance rating and the performance factor.


Create and maintain bonus information that is awarded to workers.

Compensation events

View or create the setup for process events.

Eligibility levels

Set up levels that apply to an eligibility rule. The levels are available for the jobs included by the current plan.

Eligibility rules

Set up eligibility rules to associate compensation plans with specific jobs.

Employee fixed compensation

View or maintain an employee’s fixed compensation records.

Employee performance

Set up or view the performance plan and rating of an employee.

Employee variable compensation awards

Assign variable compensation awards to an employee.

Employee variable compensation enrollment

Set up or view the variable compensation awards of an employee.

Event employees

View employee events created by the event process.

Fixed compensation plans

Create fixed compensation plans.

Fixed increase budgets

Set up or view the fixed increase budget.


Set up or view the levels associated with the variable compensation plan.


Create and maintain stock options or other options that are granted to employees.

Pay for performance allocations

Set up or view the relationship between performance plan, performance rating, and performance factors.


Indicate how a department has performed, compared to the objectives or targets for the current period.

Process events

View or create the set up for processing events.


View and modify the event process recommendations per employee.

Salary deduction

Enter salary deduction types to deduct from an employee's salary.

Set up compensation

Set up a compensation matrix for a fixed compensation plan.

Set up process event

Set up or view the setup for the event process.

Variable compensation plans

Create variable compensation plans.




Manage benefits


Set up current and future benefits that workers and their dependents and beneficiaries can receive.

Maintain benefits

View and modify benefits for workers and their dependents and beneficiaries.

Personal contacts

Maintain information about a worker’s contacts. This includes emergency contacts and which contacts can be covered as dependents or designated as beneficiaries.