Retain 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 retaining workforce.

Manage absence in Human resources

Manage training

Manage competencies

Retain workforce business process component forms

The following table lists the forms that support the retain 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 training


Create a schedule of activities for a course.

Course instructors

Assign instructors to a course.

Course participants

Add or remove participants from a course.


Create and maintain training courses for workers, contact persons, and applicants.


Enter descriptions of course contents.


Associate hotels with a course.

Registration list

Register course participants for specific course sessions.


Create course sessions and associate them with a course.

Sessions on agenda

Assign tracks and sessions to an activity on the course agenda.


Create tracks for a course, and enter a description of each track.




Manage competencies


List the certificates that a worker or applicant has achieved.


List the courses that a worker or applicant has completed.


Record and maintain educational information for a worker or applicant.

Position of trust

Maintain information about any position or role that a worker or applicant performs outside the responsibilities of the primary position.

Professional experience

Create and maintain information about professional experience for a worker or applicant.

Project experience

Record company projects that a worker or applicant has been involved in.


Record and maintain information about the skills of a worker or applicant.




Manage absences

Absence administration

Review the validation rules that have been broken in an absence journal and who broke them.

Absence statistics

Calculate how often and why worker groups are absent during a specified period.

Absence transactions

View all absences that have been transferred for approval or have already been approved.

Approve absence requests

Accept or reject a worker’s absence registration.

Register absences

Record absences.

Register absences for multiple workers

Record absences for workers other than yourself.

Request future absences

Plan and transfer future absence dates for approval.