Microsoft
Great Plains Human Resources
Course
8382: Three days; Instructor-led
Introduction
This course provides a view of the extensive functionality that is available
with the Human Resources application. The class focuses on the setup of
Human Resources, including entering employees and related records into
the application. It also discusses the process of benefit enrollment for
employees.
The class also covers the Attendance and Applicant features that are available to you when you purchase Human Resources. This class is for customers that have chosen to use the Human Resources product without the Payroll module.
At
Course Completion
After completing this course, students should be able to:
• Effectively
use the Human Resources setup windows to customize the application to
your organization's needs
• Complete the global setup windows
• Complete the organization setup windows
• Set up benefits in Human Resources
• Enter employee records
• Create employee related records
• Track employee related items such as employee skills, property,
discipline etc.
• Enroll employees in benefits
• Use Attendance to track employee absences and time
• Create Attendance accruals and accrual schedules
• Enter applicants
• Track applicant related information
• Use position requisitions
• Use the hire function to move applicant data to the employee file
• Print reports and use inquiries to access Human Resources data
Prerequisites
Before attending this course, it is recommended that students
have:
• Some working
knowledge of Microsoft Great Plains
• Some basic understanding of Human Resources law and regulations
Microsoft
Certified Professional Exams
No Microsoft Certified Professional exams are associated with
this course currently.
Course
Materials
The student kit includes a comprehensive workbook including exercises
and a case study that should be used to reinforce learning. Other supplementary
learning materials that can be used in this class are also included.
Course
Outline
Chapter 1: Introduction
The purpose of this chapter is to give students a general overview of the features and benefits of using the Human Resources module. Information on how the Human Resources module integrates with other modules in Microsoft Great Plains is also discussed.
Main Topics
• Human Resources
Features
• Benefits of using Human Resources
• Human Resources Integration
After completing this chapter, students should be able to:
• Identify the
features and benefits that are available in Microsoft Great Plains Human
Resources
• Discuss the possible integration points with Human Resources and
other Microsoft Great Plains modules
Chapter 2: Global Setup
This chapter focuses on the company settings that can affect Human Resources. Some of the options discussed are adjusted hire dates, employee filters, and vacancy tracking. It also discusses some of the preferences that allow users to shape how Human Resources will work for them individually. The reconcile feature is also discussed in this chapter.
Main Topics
• Human Resources
Preferences
• Employee Filters/Security
• User Preferences
• Reconcile
Lab: HR Preferences
• Adjusted Hire
Dates
• Employee Filters
• User Access Duplication
Lab: Human Resources User Preferences
• To-Do Lists
• User Options
After completing this chapter, students should be able to:
• Use Employee
Filters for security purposes
• Understand what Human Resources preferences/options exist and
how they affect processing
• Explain the benefits of using filters for better security
• Understand the capabilities of the reconcile process and when
it is beneficial to run the reconcile program
• Set To-Do List user preferences for each user
Chapter 3: Organization Setup Procedures
This chapter examines the organizational setups that should be completed to begin using Human Resources. Some of the organizational items that are discussed include Departments, Job Titles, Supervisors and Divisions.
Main Topics
• Extra Fields
Setup
• Payroll Setup window
• Division & Department Setup
• Creating Salary Matrixes
• Position Setup
• Creating and Assigning Supervisors
• Creating Pay Code Records
• Benefit Setup
• Benefit Preferences
• Employee Class Setup
• Employee Maintenance
• Additional Positions
• Employee Contacts
• Employee Pay Codes
• Benefit Enrollments
• COBRA-(Consolidated Omnibus Reconciliation Act)
• FMLA-(Family Medical Leave Act)
• Entering Beginning Payroll Balances
• Setup Reports
Lab: Extra Fields Setup
• Employee Extra
Fields
• Applicant Extra Fields
Lab: Salary Matrix
• Creating a
Salary Matrix
• Assigning a Matrix to a Position
Lab: CoPay Setup
• Setting up
a CoPay record
Lab: Health Coverage Type Setup
• Setting up
Health Coverage Types
Lab: Health Insurance Setup
• Creating Health
Insurance Benefit Records in Human Resources
Lab: Life Insurance Setup
• Creating Life
Insurance Benefit Records in Human Resources
• Using Increments
Lab: Retirement Plan Setup
• Creating Retirement
Benefit Records in Human Resources
Lab: Cash Accounts Setup
• Creating Cash
Accounts in Human Resources
Lab: Employee Class Setup
• Using Classes
• Assigning Codes to Employee Classes
Lab: Employee Maintenance
• Creating/Saving
a New Employee Record
• Entering Employee Information
Lab: Employee Positions
• Assigning
Positions to Employees
• Creating Additional Position Records
Lab: Employee Contacts
• Entering Employee
Contacts
Lab: Additional Information
• Entering Additional
Employee Information
Lab: Employee Pay Code Maintenance
• Creating Pay
Codes
• Pay Periods
• Pay Rates
Lab: Health Insurance Benefit Enrollment
• Employee Health
Insurance Enrollments
• Entering Beneficiary Information
Lab: Life Insurance Benefit Enrollment
• Employee Life
Insurance Enrollments
• Entering Coverage Amounts
Lab: Retirement Plans Benefit Enrollment
• Employee Retirement
Plan Enrollments
• Entering Beneficiary Information
Lab: Cash Account Benefit Enrollment
• Employee Cash
Account Benefit Enrollments
• Tiers
Lab: Editing Benefits
• Employee Enrollments
• Changing Benefit Information
After completing this chapter, students should be able to:
• Understand
the procedures to follow when setting up the Human Resources module
• Complete organizational setups such as divisions, departments,
positions and supervisors
• Set up cash account benefit records
• Set up health insurance benefits records
• Set up Life insurance benefits records
• Set up employee retirement plans
• Enter new employees records in Human Resources
• Record additional employee positions
• Enroll employees in health insurance plans
• Enroll employees in life insurance benefits
• Enroll employees in retirement plans
• Enroll employees in cash account benefits
• Understand Cobra and FMLA tracking options in Human Resources
• Cobra Premiums and Payments
• Edit existing benefit records
• Identify reports available for the topic areas covered in this
chapter
Chapter 4: Employee
The objective of this chapter is to explain the many employee related Human Resources windows that can be used to track valuable information about your employees. In this chapter we discuss such topics as orientation, property, review policies, termination, skills, tests, discipline, injury/illness, training and other related employee tracking.
Main Topics
• Orientation
Setup/Checklists
• Property Setup
• Review Policies Setup
• Skills Setup
• Skill Sets Setup
• Termination/Checklist
• Employee Tests
• Training Course & Class Definition
• Setting up the Employee User-Defined Window
• Employee Dependents
• Employee Discipline
• Employee Education
• Grievances
• I-9's
• Injury/Illness
• Position History
• Employee Property
• Employee Reviews
• Employee Skills
• Using the Skills Query
• Employee Training
• Employee Transfers
• Unions
• Using Employee User-Defined Window
Lab: Property Setup
• Create Property
Records
• Track Duplicate Items
• Assigning Employee Responsibility
Lab: Review Polices Setup
• Review Policies
• Review Intervals
• Review Scoring
Lab: Skills Setup
• Creating Skills
• Assigning Compensation Values
Lab: Skill Sets Setup
• Grouping Skills
to Form Skill Sets
• Synchronize Functionality
• Sequencing Order/Skills
• Additional Skill Search Information
Lab: Tests Setup
• Creating Test
Codes
Lab: Employee User-Defined Setup
• Designing
the Employee User-Defined Window
• Field Type Selections
Lab: Employee Dependents
• Adding Employee
Dependents
Lab: Employee Discipline
• Entering Employee
Discipline Information
• Discipline Stages
• Offense Tracking
Lab: Employee Education
• Tracking Employee
Education Information
Lab: Employee Grievances
• Entering Employee
Grievances
• Grievance Stages
• Union Affiliation
Lab: Employee I-9
• Documentation
needed for I-9's
• Lists A, B, & C
Lab: Employee Property
• Assigning
Property to an Employee
Lab: Employee Skills
• Assigning
Skill Sets to Employees
Lab: Skills Query
• Skills Queries
• Skills Sub-Queries
• Undo Queries
Lab: Employee Tests
• Tracking Employee
Test Information
After completing this chapter, students should be able to:
• Create orientation
checklist items and checklists
• Track company property and assign property to employees
• Set up review forms and intervals for employees
• Enter records to track skills and group skills into skill sets
• Create and use termination checklists
• Enter tests and track employee test results
• Create training courses and classes and tracking sign ups and
skills acquired
• Design the user-defined window for employees to track additional
information about employees
• Record employee dependents
• Track employee discipline records
• Enter employee education information
• Enter employee grievances
• Track injury/illness information
• Enter position history for employees
• Use review forms; scoring & tracking
• Assign skills and skill sets to employees & use the skills
query
• Use the employee training system to track classes & employee
attendance
• Enter employee transfer requests
• Track union related information for unionized employees
Chapter 5: Maintaining Records
This chapter examines the maintenance options available to manage employee records. It focuses on deletion, inactivation and reactivation options available in Microsoft Great Plains Human Resources.
Main Topics
• Deleting Employee
Records
• Inactivating Employee Records
• Reactivating Employee Records
After completing this chapter, students should be able to:
• Delete employee
records and related records
• Inactivate and reactivate employee records
• Make changes to existing employee and related records
Chapter 6: Attendance
This chapter examines the use of Attendance when using Human Resources. The chapter covers the necessary setup involved to use Attendance effectively, the transaction entry process and the accrual process. Some of the discussion focuses on the benefits of using Attendance, as use of the Attendance functionality in Human Resources is optional.
Main Topics
• Attendance
Setup
• Pay Period Setup
• Setting up Attendance Accruals
• Accrual Schedules
• Time Codes Setup
• Attendance Employee Maintenance
• Attendance Transaction Entry
• Accrue Transactions
• Using the Vacation Calendar
• Transferring Attendance Transactions
Lab: Attendance Setup
• Accrual Setup
Information
• Transaction Setup Information
• Posting Setup Information
Lab: Pay Period Setup
• Setting up
Pay Periods for Accruals
Lab: Accrual Setup
• Accrue Methods
• Accrual Setups
• Vacation/Sick Accruals
• Time Codes and Accruals
Lab: Accrual Schedules Setup
• Accrual Schedules
• Accrual Methods
Lab: Time Codes Setup
• Setting up
Time Codes
• Time Types
• Pay Periods
Lab: Attendance Employee Maintenance
• Attaching
Time Codes to Employees
• Assigning Accrual Schedules
Lab: Attendance Transaction Entry
• Entering Attendance
Transactions
Lab: Accrue Transactions
• Accrue Transactions
• How does the Accrual Process Work?
Lab: Vacation Planning
• Recording
Absences using Absence Entry
• Viewing the Calendar
After completing this chapter, students should be able to:
• Complete the
necessary setups to use Attendance
• Setup accruals and accrual schedules
• Understand time codes and set them up
• Assign employee accrual schedules
• Enter Attendance transactions
• Complete the accrual process for Attendance transactions
• Understand how accruals work
• Use the vacation calendar to track employee absences
Chapter 7: Applicant
In this chapter we discuss how Human Resources can be used to track applicant information for your company. The steps that are necessary to set up an applicant are discussed, along with related windows that can be used to track important information about each applicant to help pick the most qualified applicant for a particular job. There are also features available to make offers to applicants, and transfer information from an applicant record to an employee status within Human Resources.
Main Topics
• Tracking Applicant
Skills & Skill Sets
• Setting up Interview Forms
• Applicant Tests
• Using Extra Fields
• Applicant User-Defined Window
• Entering Position Requisitions
• Entering Applicants/Applicant main window
• Tracking Multiple Requisitions
• Applicant Education
• References
• Entering Applicant References and Work History
• Making a Job Offer to an Applicant
• Tracking Job Requisition Costs
• Hiring
Lab: Interview Setup
• Creating Interview
Forms
Lab: Requisition Setup
• Entering Position
Requisitions
• Cost Tracking
• Vacancy Tracking
Lab: Applicant Setup
• Setting up
an Applicant
• Tracking Multiple Requisitions
Lab: Applicant Education
• Entering Applicant
Education Information
Lab: Applicant References
• Entering Applicant
References
Lab: Applicant Work History
• Entering Applicant
Work History
Lab: Applicant Skills
• Entering Applicant
Skills
• Skills Query
Lab: Applicant Tests
• Entering Applicant
Test Information
Lab: Applicant Interviews
• Tracking Applicant
Interview Results
Lab: Applicant Offers
• Accrue Methods
• Accrual Setups
• Vacation/Sick Accruals
Lab: Applicant Costs
• Tracking Costs
Lab: Applicant Hire
• Hiring Applicants
After completing this chapter, students should be able to:
• Enter applicants
into Human Resources
• Track valuable applicant information that can be used for hiring
• Use the skills query to locate qualified applicants
• Enter requisitions
• Make offers to applicants
• Enter and track hiring costs
• Hire an applicant and transfer information to an employee record
Chapter 8: Other Topics
In this chapter, we discuss some additional topics that don't fit in neatly with any other Chapter topics such as the Compensation Management tool, To-Do Lists, Card Catalog, and Vacancies in Human Resources.
Main Topics
• Using Compensation
Management
• Total Compensation Benefits Summary window
• Tracking Vacancies
• Organization Explorer
• Card Catalog
• To-Do Lists
• Archiving Information
• Mail Merge
• Operating Procedures
Lab: Compensation Management
• Evaluating
proposed wage increases
• Compensation Analysis
Lab: Total Compensation/Benefits Summary
• Compensation
Reporting
• Compensation Inquiry
After completing this chapter, students should be able to:
• Use Compensation
Management to estimate proposed wage increases and generate reports on
the proposals
• Track position vacancies using the Vacancy Maintenance window
• View your organizational hierarchy using Organization Explorer
window
• Understand how the To-Do and Personal To-Do Lists work and are
updated
• Archive employee and applicant data
• Use mail merge functionality for productivity gains
Chapter 9: Period-End Procedures
This chapter examines the steps that are recommended at year-end in Human Resources.
Main Topics
• Deleting/Archiving
Inactive Employee HR Information
• Set Vacation & Sick Hours
After completing this chapter, students should be able to:
• Archive or
delete inactive employee HR information
• Set vacation and sick hours for the new year if necessary
Chapter 10: Human Resources Reports
This chapter focuses on the reports available in the Human Resources module that can be used to access information that has been entered in the module for applicants and employees.
Main Topics
• Report Options
• Human Resources Reports
After completing this chapter, students should be able to:
• Create report
options for Human Resources reports
• Print reports from Human Resources
• Identify some of the reports available in Human Resources
Appendix: SmartList
This appendix examines the use of Microsoft Great Plains SmartList to access valuable Human Resources information in a format you want. It discusses how views can be created and modified so information can be accessed or viewed online, or generated to a report. There is also the capability to export information to Microsoft® Word & Microsoft Excel using SmartList.
Main Topics
• Basic SmartList
Functionality
• Search Button Options
• SmartList Objects
• Adding/Modifying/Removing Columns
• SmartList Favorites
• Exporting Data to Microsoft Word & Excel
Lab: Applicants
• Using the
Search Button
• Columns
Lab: Employees
• Using the
Search Button
• Columns
After completing this appendix, students should be able to:
• Understand
the value of using SmartList to access data
• Remove a column or add a column of data in SmartList
• Use the Search button to restrict the data that is displayed for
an object
• Export data to Microsoft Word & Excel
Appendix: Case Study
This case study is used to reinforce the learning of the chapters of information that were covered in this Human Resources class.
Main Topics
• Human Resources
Setup
• Benefit Setup
• Entering a New Employee Record
• Entering Pay Codes and Contact Information
• Assigning Property to Employees
• Employee Benefits Enrollment
• Modifying Existing Employee Information and Records
• Attendance Transactions
• Setting Up Accruals and Accrual Schedules
• Time Codes
• Requisitions and Applicants
• Entering Applicant Information
After completing this case study, students should be able to:
• Complete
Human Resources setup
• Enter new employees
• Enroll employees in benefits
• Use Attendance to track items such as vacation and sick time
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