The Time and Attendance module in Dynamics 365 Human Resources helps organizations efficiently manage worker hours, shifts, pay calculations, and approvals. Below is a step-by-step guide to help you configure Time and Attendance from the ground up.
Step 1: Set Time and Attendance Parameters
Path: Time and Attendance → Setup → Parameters
In the ‘Get registration time from’ field, choose:
- User – to pull registration times from individual user settings
- Company – to apply a company-wide standard
Step 2: Create Profile Types
Path: Time and Attendance → Setup → Time Profile → Profile types
Profile types define categories of time such as:
- Normal Hours
- Overtime
- Flextime
These categories help structure how time is logged and interpreted.
Step 3: Create Pay Types
Path: Time and Attendance → Setup → Payroll → Pay types
Define pay types for various hour categories like:
- Standard Hours
- Overtime
Set up pay rates:
- Generic pay rates for all workers
- Worker-specific rates via the ‘Worker rates’ tab
Use ‘Change pay’ to apply updated pay rules broadly.
Step 4: Create a Pay Agreement
Path: Time and Attendance → Setup → Payroll → Pay Agreement
Create a new pay agreement with a valid period
Define agreement lines to map working profiles to pay types
Step 5: Create Period Types
Path: Time and Attendance → Setup → Payroll → Period types
Specify how frequently hours should be calculated (e.g., weekly, biweekly).
Step 6: Set Up Calculation Groups
Path: Time and Attendance → Setup → Groups
Calculation Group: Determines how time entries are calculated
Step 7: Set Up Approval Groups
Path: Time and Attendance → Setup → Groups
Approval Group: Assigns who is responsible for approving submitted hours
Step 8: Create a Time Profile
Path: Time and Attendance → Setup → Time profiles → Profile
Define clock-in/out time windows and split between standard and overtime periods.
Example Time Profile:
- Clock-in: 08:00
- Standard Hours: 08:00 – 17:00
Step 9: Assign Time Profile to Worker
Path: Human Resources → Workers
Assign the following to each worker:
- Time Profile
- Calculation Group
- Profile Group
- Pay Agreement
By following these steps, you can fully configure the Time and Attendance system in Dynamics 365 Human Resources, enabling accurate tracking, compliance, and payroll processing.
