Use the Payroll Setup windows to customize the application to their organizational needs.

Understand the benefits of using employee classes.

Set up tax information for federal, state and local taxes for employees in Payroll.

Create pay codes, deduction codes, benefit codes and other employee related information used to calculate Payroll checks.

Assign methods to calculate vacation and sick time for employees.

Build and calculate checks.

Generate and void Payroll checks for employees.

Use inquiries to access Payroll information.

Create Payroll report options and produce desired reports.

Print numerous other Payroll documents such as Advice Slips, 1099Rs and others.

Use Direct Deposit instead of generating checks for certain employees.

Close periods and quarters in Payroll.

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

Print W-2 forms for employees.

Some working knowledge of Microsoft Dynamics GP..

Some basic understanding of Payroll law and regulations.

Features and Benefits

Setting Up Payroll

Setting Up Organizational Codes

Payroll Direct Deposit Setup

ACH File Setup

ACH Header and Footer Setup

Setting Up Payroll Integration to Payables Management

Be familiar with some of the key features and benefits of Microsoft Dynamics GP Payroll.

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

Set up Organizational level codes.

Follow setup procedures for Direct Deposit.

Attain ACH File setup skills.

Setup the ACH Header and Footer.

Setup the integration to make the association between the Payroll totals and their appropriate vendors.

Setting Up Pay Codes and Types

Setting Up Pay Codes For Tips

Setting Up Shift Codes

Setting Up Overtime Rate Manager

Setting Up Deductions and Benefits

Setting Up A Standard Deduction

Setting Up A Garnishment

Setting Up Earnings Codes

Setting Up Maximum Garnishment Rules

Setting Up A Company-Level Deduction Sequence

Setting Up Deduction In Arrears

Setting Up A Benefit

Setting Up Taxes And Compensation Codes

Setting Up Workers’ Compensation Codes

Setting Up A Local Tax

Setting Up State And Federal Unemployment Taxes

Setting Up An Unemployment Tax

Setting Up Federal And State Tax Identification Numbers

Setting Up Employee Classes

Setting Up A New Employee Class

Set up the pay code window and setup all the codes required to accurately pay employees wages.

Set up pay codes for tips.

Set up shift codes.

Set up Overtime Rate Manager calculation methods and options windows.

Set up the deductions and benefits windows.

Set up court ordered garnishment deductions.

Set up the earnings setup window to define an employee’s net disposable income (NDI).

Set up the garnishment maximum setup window in accordance with federal and state laws establishing maximum rates and amount for garnishments.

Set up the employee deduction sequence window to specify sequences for individual employees.

Set up deduction in arrears parameters on the deduction setup window.

Set up federal tax information and workers compensation codes.

Set up local tax.

Set up state and federal unemployment taxes.

Set up federal and state tax identification numbers.

Set up employee classes.

Employee Records

Employee Additional Information

Employee Vacation/Sick Time

Employee Tax Maintenance

Employee State Tax Maintenance

Employee Local Tax Maintenance

Employee Quick Assign

Employee Pay Code Maintenance

Employee Pay Code Options

Post-Dated Pay Rates

Employee Deduction and Benefit Maintenance

Employee Standard Deduction Maintenance

Employee Garnishment Deduction Maintenance

Deduction Sequence

Employee Benefit Maintenance

Employee Direct Deposit Maintenance

Arrears Transactions

Arrears Transactions Activity

Delete or Inactivate Employee Records

Reactivate Employee Records

Delete or Inactive Payroll Codes

Change Employee Records

Change Setup Records

Employee Maintenance

Employee Tax Maintenance

Employee Pay Code Maintenance

Employee Modifying A Pay Rate

Complete the setup for employee records.

Complete the setup for tax records.

Complete the setup for deduction records.

Complete the setup for benefit records.

Enter beginning balances if Payroll is started at a time other than the beginning of a calendar year.

Activate Post-Dated Pay Rates

Payroll Batch Entry

Payroll Mass Transaction Entry

Payroll Transaction Entry

Creating Employee Retroactive Pay Transactions

Make A Backup

Build Payroll Checks

Calculate Checks

Make A Backup

Print Checks

Generate ACH File

Mandatory Arrears

Void Checks

Payroll Manual Check / Adjustment Entry

Use Payroll to create Payroll batches and transactions.

Create single-use batches or recurring batches for transactions.

Retrieve Information

Employee Inquiries

Payroll Record Inquiries

Payroll Reports

Payroll Direct Deposit Reports

Identify options to access data using reports and inquiries.

Use inquiries to view payroll setup and historical information.

Use inquiries to view payroll activity information.

Print reports and group reports together.

Properly use Payroll Direct Deposit reporting.

Reconcile

Mass Update Employee Records

Calculating Net-To-Gross Wages

Remove Payroll History

Remove Employee Summary Information

Remove Inactive Records

Remove Year-end Information

Remove Distributions

Tax Utilities

Identify how the reconcile process works in Payroll and when reconciling can be helpful.

Use the Employee Mass Update window to change pay rates and benefit and deduction amounts for a range of employees.

Determine the gross pay amount needed for an employee to net a specified amount for bonuses, holiday pay or other special payroll events.

Use the remove payroll history window to remove payroll history that is no longer needed.

Use the Remove Employee Summary window to remove employee summary information.

Use the Remove Inactive Records window to remove inactive employee records and their corresponding history records.

Move year-end information to history by using the Remove Payroll Year-end Information window.

Remove payroll distribution information.

Use tax utilities to edit federal tax liabilities, and FICA taxes, if the amounts are incorrect.

Payroll Checklists

Period-End Procedures

Government Forms and Report

Create and modify a customized checklist for Payroll routines.

Accurately complete detailed tasks at the end of a specified period, quarter or year.

Properly close the year in payroll and understand how it differs from Year-end closing in other modules.

Edit and print W-2 and 1099-R statements.

Understand how SUTA, FUTA and Workers’ Compensation taxes are posted to General Ledger.

Select the correct reports to be printed using the period-end payroll reports window.

Print or reprint period-end reports for a prior period if necessary.

Edit, verify and print W-2 statements.

Edit and print 1099-R Statements and Form 8027.