Use Payroll Setup windows to customize the application to organizational needs

Understand the available global setups that are available in Human Resources

Set up Benefits and Deductions in Human Resources and Payroll.

Set up Attendance including time codes and accruals and how they are attached to employees

Create pay codes, deduction codes, benefit codes, taxes and other employee related items used to calculate Payroll checks

Assign methods to calculate vacation and sick time for employees

Process, generate and void Payroll checks for employees

Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees

Use the Applicant system to better suit your organizational needs

Use miscellaneous Payroll and Human Resources tools such as Payroll Gross Up, To-Do Lists and Compensation Management

Create Human Resources and Payroll report options and produce desired reports

Print numerous other Payroll documents such as W-2’s, 1099R's and others

Use Direct Deposit instead of generating checks for certain employees

Close the Payroll year and prepare the system for the next year

Some working knowledge of Microsoft Dynamics GP

Some basic understanding of Payroll law and regulations

Features and Benefits

Employee Number Setup

User Setup

Human Resources User Preferences

Human Resource Preferences

Payroll Preferences and Structure

Organizational Structure

Identify the features and benefits available when using Payroll

Assign default Employee ID numbers

Set up a user in Microsoft Dynamics GP Human Resources and Payroll

Customize Microsoft Dynamics GP for individual preferences

Understand the system preferences available for Human Resources

Understand the procedures to follow when setting up the Microsoft Dynamics GP Payroll module

Understand the various components within Microsoft Dynamics GP Human Resources and Payroll that define the organization structure

Setting up Pay Codes and Types

Setting and Activating Post-Dated Pay Rates

Setting up Overtime Rate Manager

Setting up Payroll Integration to Payables Management

Setting up Employee Classes

Payroll Direct Deposit Setup

ACH File Setup

ACH Header and Footer Setup

Setting Up Taxes and Compensation Codes

Setting Up Employee Classes

Set up the pay code window and the codes required to pay employee wages

Set up Post-Dated Pay Rates and activate them

Set up pay codes for tips, understand and setup Pay Steps and Salary Matrixes

Set up Overtime Rate Manager calculation methods and Overtime Rate Manager options

Accurately setup the integration to make the association between the payroll totals and their appropriate vendors

Set up Employee Classes

Accurately follow setup procedures for Direct Deposit

Attain ACH File setup skills

Properly setup the ACH Header and Footer

Set up Taxes and Compensation Codes

Setting up Deductions and Benefits

Granting Payroll View Access to a User

Setting up Benefit Preferences

Setting up Miscellaneous Benefits and Garnishments

Setting up a Copayment Records and Coverage Types

Setting up a Health Insurance, Life Insurance and Retirement Plan Benefits

Setting up a Standard Deduction and determining Deduction Sequence

Setting up Deduction In Arrears

Health Insurance Setup

Life Insurance Setup

Retirement Plans Setup

Identify what a deduction and benefit are in Microsoft Dynamics GP

Set up a user to have Payroll View Access in Microsoft Dynamics GP to allow them to complete a benefit enrollment in both Human Resources and Payroll

Set up standards and defaults for benefits and deductions

Set up Miscellaneous Benefits for employee benefits that include charitable contributions and union dues

Set up court ordered garnishment deductions

Set up the Earnings Setup window to define an employee’s net disposable income

Set up a Health Insurance, Life Insurance and Retirement Plan Benefits

Set up Payroll Deductions

Set up the Employee Deduction Sequence window to specify sequences for individual employees

Set up deduction in arrears parameters on the Deduction Setup window

Complete a benefit or deductions setup using the Incomplete Setup Codes window

Interviews

Skills, Skill Sets and Tests

Orientation and Termination Checklists

Training Courses and Classes

Extra Fields and User-Defined Fields Setup

Review Policy Setup

Creating a Property Item Record

Interviews

Skills, Skill Sets and Tests Setup

Defining the Employee User Defined window

Review Policy Setup

Creating a Property Item Record

Create Interview forms based on position or other variables

Define, understand and setup a skill, a skill set and a test within the Microsoft Dynamics GP environment

Set up checklists to guide Human Resources employees through the Orientation and Termination processes

Understand the difference between a course and a class when dealing with Training in Microsoft Dynamics GP Human Resources and be able to set up both

Link skills to a class so that they can be added to an employee’s skill record

Set up Extra Fields for both Applicant and Employee related windows

Set up Review Policies to create the forms necessary to administer employee reviews

Set up Property records to track the issuance and return of company property such as keys, tools or computers

Requisitions and Applicant Costs

Applicant Entry

Applicant Background

Applicant Skills and Tests

Interviews, Offers and Hiring

Adding a Requisition

Adding an Applicant Record

Adding an Interview Record

Adding an Offer

Hiring an Applicant

Add a requisition and learn how to view applicants that have applied and the related costs

Add information into the Applicant Entry window using the Extra Fields and User Defined window options

Enter information about an applicant’s education, work history and references

Enter and retrieve information about an applicant’s skills, proficiencies and any related comments

Perform skills query and sub-query to extract data from the applicant pool

Enter interview information, make an offer and hire the applicant of choice

Adding an Employee I-9 Record

Creating an Employee Record

Changing an Employee’s Position and creating an Additional Position Record for an Employee

Creating Additional information Records

Adding an Employee Address Record

Adding an Employee Human Resources Record

Employee Vacation-Sick Time Maintenance

Adding an Employee Contact Record

Adding an Employee Dependent Record

Property Records

Union Records

Employee Extra Fields and User-Defined Fields

Employee Pay Code Maintenance

Entering an Employee Federal, State and Local Tax Record

Employee Direct Deposit Maintenance

Pay Steps Maintenance

Adding an Employee I-9 Record

Adding an Employee Dependent Record

Assigning a Property Item to an Employee

Add an I-9 form and enter the verification data needed to support citizenship or immigration status

Enter an employee record for a new employee and change the employee record to reflect the current employee information

Create an Additional Position for an employee

Enter an employee additional information record for a new employee or modify the record to reflect the current employee information

Create additional address records including phone numbers and Internet information

Set up additional Human Resources information such as ethnicity, gender, Vets-100 and information about the spouse

Assign Vacation and Sick information to an employee when using Payroll to accrue for this time

Create employee contact information in the case of an emergency

Set up employee dependent information to use in the Benefit subsystem

Assign property to an employee

Assign union information to an employee

Enter data for extra fields or for user-define windows per employee

Assign pay codes to an employee

Enter and maintain employee tax records

Enter direct deposit information for a specific employee

Assign Pay Step Table to an employee and activate post-dated pay rates

Attendance Setup

Employee Maintenance and Summary

Attendance Transactions

Vacation Planning

Using Payroll for Attendance

Setting up Attendance

Pay Period Setup

Setting up Accruals

Setting up an Accrual Schedule

Setting up a Time Code

Adding an Employee Attendance Maintenance Record

Using Human resources – Attendance Transactions

Vacation Planning

Set up Attendance including accrual periods, accruals, accrual schedules and time codes to account for benefit time using the attendance feature in Microsoft Dynamics GP Human Resources

Assign time codes to employees using the Employee Attendance Maintenance window

View employee time used and time available using the Employee Attendance Summary window

Use the Attendance Transaction Entry window to enter transactions for Hours Used and for Hours Available adjustments

Create Absence Entry records to update the vacation calendar for planned absences in the future

Set up Attendance to accrue benefit time in Payroll

Benefit Enrollment

Deduction and Benefit Records

Family and Medical Leave Act (FMLA)

COBRA

Benefit Summary and History

Total Compensation

Enrolling an Employee in a Health Insurance Plan

Enrolling an Employee in a Life Insurance Plan

Enrolling an Employee in a Retirement Plan

Enrolling an Employee in a Miscellaneous Plan

Enroll employee in health, life, retirement and other miscellaneous benefits

Set up employee deduction and benefit records using the Payroll system

Initiate FLMA leave and track insurance premiums due and those paid

Initiate COBRA coverage by notifying an employee of his or her rights, recording the election and tracking the monthly payments made

Use the Benefits Summary window to view benefits and to view benefit history where historical records are maintained

Use the Total Compensation/Benefit Summary window to gather data to provide a report to employees about the value of their benefits

Activate Post-Dated Pay Rates

Batches and Posting

Payroll Transactions

Payroll Direct Deposit Routines

Generate ACH File

Entering Employee Mass Transactions

Entering Payroll Computer Check Transactions

Building Payroll Checks

Calculating Payroll Checks

Printing and Posting Checks

Process payroll from the setting up of batches through the posting to the General Ledger

Enter various payroll transactions including manual checks, mass transactions, and retroactive pay

Process Direct Deposit for employees

Generate an ACH File

Employee Education

Employee Skills and Test

Employee Orientation

Employee Training

Assigning Skills to an Employee Record

Querying Employee Skills

Creating an Employee Test Record

Assign education records to an employee

Assign skills, skill sets and test records to an employee

Assign an orientation checklist to an employee and maintain the progress of the orientation process

Learn to add or remove individual or groups of employees to a training class

Employee Discipline

Employee Grievances

Employee Reviews

Employee Injury and Illness

Employee Discipline

Employee Review

Create records for employee disciplinary actions using either a points system or progressive discipline

Record an employee grievance and record the steps as the follow-up to the grievance occurs

Add employee review records with written information and numerical scoring

Record critical information for meeting OSHA and organizational safety standards about job-related injuries and illnesses enabling the generation of OSHA reports and logs.

Employee Earnings and Position History

Employee Transfers

Employee Termination

Know what can be added, changed, viewed or deleted in the employee Earnings History and Position History records

Input and track employee transfer requests for a different position

Create a termination record for an employee and record information from an exit interview

Inquiries

Reports

Organization Explorer

Reports

View and print information from various inquiry windows available using either Microsoft Dynamics GP Payroll or Microsoft Dynamics GP Human Resources

Learn to create report options, determine report destination and formats and print reports

Use Organization Explorer to view an organizational chart, create or change the number of vacancies and create requisitions

Reconcile Feature

Remove History

Archive Employee and Applicant Records

Compensation Management

Tax Table Update

Print Period-end, Quarter-end and Year-end Reports

Close Payroll Year-end and Printing W-2’s, 1099R’s and 8027’s

Business Contact Information

To Do List Entries

Reconcile Human Resources and Payroll employee records

Perform mass updates for pay rate adjustments, benefit rate changes, or adjustments to sick and vacation time

Archive applicant and employee records for future use

View the impact of wages changes for groups of employees using the Compensation management tool

Update federal tax tables

Edit tax liabilities

Print Period-end, Quarter-end and Year-end reports including W-2’s, 1099R’s, and 8027’s

Create To Do List and Notepad entries

Global and System Setup Checklist

Organization and Payroll Setup Checklist

Applicant Checklist

Employee Checklist

Attendance Checklist

Benefits and Deductions Checklist

Computer Check Processing Checklist

Manual Check Processing Checklist

Period-end Procedures Checklist

Quarter-end Procedures Checklist

Year-end Closing Checklist

Benefit Summary

Check Register

Company Benefits List

Company Local Taxes List

Deduction In Arrears Build Report

Department Wage and Hour Report

Detailed Employee List

Direct Deposit Detail List

Distribution Breakdown History Report

Earnings Code List

Earnings Register

Employee Address List

Employee Class List

Employee List by Deduction

Employee List by Department

Employee List by Location

Employee List by Pay Code

Employee List by Supervisor

Employee Pay History Report

Employees Without Pay Codes List

FICA Wage Report

FUTA Summary

Organization Reports

Overtime Rate Adjustment Report

Payroll Check History Report

Payroll Summary

Payroll Transaction History Report

Payroll Vendor Setup

Personnel List

Position Summary

Posting Accounts Report

Quarterly 941 Preparation Report

State Wage Report

Supervisor Codes List

Unemployment Rates List

Vacation/Sick Time Accrual Register

Vacation/Sick Time Available List

Workers’ Compensation Codes List

Use the appropriate checklist for implementation

Print the desired reports

Take the quiz to help determine the level of attained knowledge