Payroll View for Human Resources

Transcription

1 HUMAN RESOURCES - $100 MARK THIS IF YOU WANT THE CHANGES TO HUMAN RESOURCES BENEFIT CODES TO UPDATE CORRESPONDING DEDUCTION CODES. WHAT IS THE PAYROLL VIEW FOR HUMAN RESOURCES OPTION? Location: Tools\Setup\System\User Payroll View for Human Resources Mark this option if you want the users changes to Human Resources benefit and deduction codes to update corresponding U.S. Payroll information. You should mark this option for every user who will enter or update benefit information in Human Resources. This option is available only when Human Resources is registered.

2 HUMAN RESOURCES - $200 INSTEAD OF BEING PROMPTED BY GP TO UPDATE CORRESPONDING CODES IN PAYROLL, MARK THIS OPTION TO UPDATE PAYROLL CODES AUTOMATICALLY. WHAT IS THE 'AUTOMATICALLY UPDATE PAYROLL BENEFITS AND DEDUCTIONS' OPTION? LOCATION: Tools\Setup\Human Resources\Benefits & Deductions\Benefits Preferences Automatically Update Payroll Benefits & Deductions Mark this option to update payroll benefit and deductions records without displaying integration messages. This field is available only when you're using U.S. Payroll.

3 HUMAN RESOURCES - $300 WHEN YOUR DEDUCTION SETUP DOES NOT MATCH YOUR BENEFIT SETUP, USE THIS TO UPDATE THE HR SIDE OF THE SYSTEM SO IT MATCHES YOUR PAYROLL SIDE. WHAT IS THE BENEFIT SETUP RECONCILE TOOL? Location: Tools\Utilities\Human Resources\Reconcile Update Benefit Enrollment Mark this option to synchronize the benefit enrollment information. Update Benefit Setup Mark this option to synchronize the benefit setup information.

4 HUMAN RESOURCES - $400 USE THIS WHEN YOUR EMPLOYEE LIST IS GETTING TOO LONG AND YOU WANT TO CLEAN UP SOME OLD INACTIVE RECORDS WHAT IS THE ARCHIVE EMPLOYEE FEATURE? Location: Tools/Utilities/Human Resources/Archive Employee Use the Employee Archive window to archive an employee record. To delete that employee record from the list of employees that appear when you use employee lookup buttons, you must delete the employee record from the Employee Maintenance window after archiving it.

5 HUMAN RESOURCES - $500 MASK SOCIAL SECURITY NUMBERS FOR SPECIFIC REPORTS USING THIS WINDOW WHAT IS THE PAYROLL SETUP WINDOW? LOCATION: TOOLS/SETUP/PAYROLL/PAYROLL/SSN MASK

6 EMPLOYEE SELF SERVICE - $100 USE THIS WINDOW TO ASSIGN A GP LOGIN TO AN EMPLOYEE WHAT IS THE EMPLOYEE ADDITIONAL INFORMATION MAINTENANCE WINDOW? LOCATION: Cards/Payroll/Employee/Additioinal Information GP User ID Assign a Microsoft Dynamics GP user ID to the employee.

7 EMPLOYEE SELF SERVICE - $200 DISPLAYING THIS CONTENT BOX ON THE HOME SCREEN WILL GIVE YOU ACCESS TO ALL THE PAYROLL RELATED SHORTCUTS FOR SELF SERVICE WHAT IS THE TIME MANAGEMENT CONTENT BOX? LOCATION: Home/Customize this Page/Time Management Checkbox Time Management Mark this option to display the Time Management area on your home page. Unmark this option to remove the Time Management area from your home page.

8 EMPLOYEE SELF SERVICE - $300 USING THIS FEATURE WILL ALLOW CHANGES MADE BY EMPLOYEES TO BE APPROVED PRIOR TO POSTING TO THE EMPLOYEE RECORD WHAT IS WORK FLOW? Administration >> Setup >> System >> Workflow Setup Use the Workflow Setup window to set up options for Workflow. After marking the Enable for Workflow option, you must enter the address, Simple Mail Transfer Protocol (STMP) server, and authentication information for an account so you can send notifications. If you enable actions, you can perform actions directly from the message, such as approving a document. To perform actions from the message, verify the following components. Be sure that you have installed Microsoft Dynamics GP Web Services and that the application user account set up in Microsoft Dynamics GP Web Services is a domain account that has privileges to access Active Directory. Be sure that you are using Internet Explorer 9.0 or later. EMPLOYEE SELF SERVICE - $400 MAKING A CHANGE TO THIS ALLOWS EMPLOYEES TO SPECIFY WHICH ACCOUNT IS THEIR NET PAY ACCOUNT WHAT DOES THE REMAINDER LINE ITEM OPTION DO? HR & Payroll >> Cards >> Payroll >> Direct Deposit Use the Employee Direct Deposit Maintenance window to set up direct deposit information for a specific employee. Inactivate direct deposit to run checks for special situations like one-time, holiday bonus payments. Remainder of Net Line Number Enter the line number of the last account where the remainder of pay is to be sent. A deduction direct deposit account cannot be assigned as a Remainder of Net account. EMPLOYEE SELF SERVICE - $500

9 THIS IS THE NEW TYPE OF SELF SERVICE THAT ALLOWS EMPLOYEES TO MAKE BENEFIT ELECTIONS DURING OPEN ENROLLMENT WHAT IS BENEFIT SELF SERVICE? SETTINGS - $100 USE THIS SETTING TO ALLOW ONE EMPLOYEE TO ENTER TIMECLOCK INFORMATION FOR OTHER EMPLOYEES WHAT IS THE TIME ON BEHALF SETUP? HR & Payroll >> Cards >> Payroll >> Time on Behalf Use the Employee Time on Behalf Setup window to define and maintain time on behalf codes for a specific employee. You can use the time on behalf codes you define in this window to create specific time on behalf codes for each employee. SETTINGS - $200 TURN THIS ON TO CATCH ERRORS & EXCEPTIONS DURING THE BUILD PROCESS RATHER THAN THE CALCULATE PROCESS WHAT IS THE BUILD CHECK FILE EXCEPTION REPORT? Administration >> Setup >> Posting >> Posting Use the Posting Setup window to select how transactions will be posted and how posting reports will be printed for each transaction entry method within a particular Microsoft Dynamics GP series. SETTINGS - $300 USING THIS MAKES PAYING GARNISHMENTS EASIER WHAT IS THE PAYROLL INTEGRATION TO PAYABLES? Microsoft Dynamics GP menu >> Tools >> Setup >> Payroll >> Payables Integration >> Vendors Use the Payroll Vendor Setup window to make the association between the payroll totals and their appropriate vendors.

10 SETTINGS - $400 USE THIS FEATURE AT THE COMPANY OR EMPLOYEE LEVEL IN ORDER TO PRIORITIZE STANDARD DEDUCTIONS WHAT IS DEDUCTION SEQUENCING? HR & Payroll >> Setup >> Payroll >> Deduction Sequence Use the Deduction Sequence Setup window to specify a company-level default sequence in which deductions are taken from employee pay. You can also specify deduction sequences for individual employees using the Employee Deduction Sequence window. SETTINGS - $500 THIS IS WHAT YOU WOULD USE TO SAVE ON ENTERING DEFAULT INFORMATION FOR 'LIKE' EMPLOYEES INCLUDING CHECKBOOK CASH ACCOUNT, WC CODES AND ACCRUAL SETTINGS. WHAT ARE EMPLOYEE CLASSES? HR & Payroll >> Setup >> Payroll >> Employee Class Use the Employee Class Setup window to create and maintain employee class information. Using employee classes helps make data entry tasks quicker and more accurate because the information you enter here becomes default information when you enter information about an employee who is part of a class. Related items: YEAR END - $100 USE THIS TO VERIFY EMPLOYEE DATA PRIOR TO PRINTING W2 S WHAT IS THE YEAR END WAGE REPORT? HR & Payroll >> Routines >> Payroll >> Year-End Wage Report You can use the Year-End Wage Report window to print the Year-End Employee Wage Report to verify W-2 amounts before printing W-2 statements. YEAR END - $200 MULTIPLE COMPANIES CAN BE SELECTED IN THIS WINDOW SO THAT THEY ARE COMBINED INTO ONE SUBMISSION TO THE SOCIAL SECURITY ADMINISTRATION

11 WHAT IS THE W-2 ELECTRONIC FILING WINDOW? HR & Payroll >> Routines >> Payroll >> W-2 Electronic Filing Use the W-2 Electronic Filing window to create an electronic file to submit W-2 information to the Social Security Administration. You also can use this window to select the companies to include in one file and open the Electronic Filing Submitter Information window and the Electronic Filing Employer Information window. YEAR END - $300 VERIFYING THESE PRIOR TO RUNNING THE YEAR END WAGE FILE IS A CRITICAL STEP IN THE CLOSING PROCESS WHAT ARE CURRENT TAX RATES? Administration >> Setup >> System >> Payroll Tax Use the Payroll Tax Setup window to maintain tax tables for federal tax, FICA tax, EIC advance payments and all state and local taxes provided with Microsoft Dynamics GP. YEAR END - $400 THIS CODE CHANGE SHOULD BE INSTALLED PRIOR TO RUNNING YOUR YEAR END WAGE REPORT WHAT IS THE YEAR END PAYROLL UPDATE? YEAR END - $500 RUN THIS BEFORE INSTALLING THE NEW YEAR TAX TABLE WHAT IS THE YEAR END WAGE FILE? HODGE PODGE - $100 WHEN NEEDING TO CHANGE OR MODIFY AN EMPLOYEE ID, THIS FREE TOOL WILL COME IN HANDY! WHAT IS THE EMPLOYEE ID CHANGER? PSTL Tool HODGE PODGE - $200 TERRY HELEY S ADDRESS

12 WHAT IS HODGE PODGE - $300 THIS IS THE TOOL THAT CAN BE USED WHEN PAY RATE CHANGES ARE KNOWN, BUT AREN T EFFECTIVE UNTIL A FUTURE DATE WHAT IS POST DATED PAY RATES? HR & Payroll >> Cards >> Payroll >> Post-Dated Pay Rates Use the Employee Post-Dated Pay Rates window to set a new pay rate for an employee's pay code that will not be effective until a later date. Later you can use the Activate Employee Post-Dated Pay Rates window to change all the employee pay rates at once. For example, if your company performs annual reviews of employees on each employee s anniversary date, you could use the Employee Post-Dated Pay Rates window to enter information about the pay changes, and then activate those changes just before the appropriate pay run. HODGE PODGE - $400 USE THIS TO CHANGE THE NAME OF A BENEFIT, DEDUCTION OR PAY CODE WHAT IS THE PAYROLL CODE CHANGER? HR & Payroll >> Utilities >> Payroll >> Payroll Code Modifier Use the Payroll Code Modifier window to change the code used for pay codes, benefit codes or deduction codes. For example, if you have a legacy code that uses a number and want to change it to a more descriptive word, or change it to a more meaningful word for the people using the system. You can modify codes either one at a time, or by importing a text file containing multiple codes and change them at once. HODGE PODGE - $500 USE THIS FREE TOOL TO HELP TRACK CHANGES MADE TO AN EMPLOYEES RECORD. WHAT IS THE DETAILED ACTIVITY TRACKING TOOL?