Microsoft Dynamics GP Payroll & HR Enhancements

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1 Microsoft Dynamics GP Payroll & HR Enhancements Keith Schmidt Senior Customer Care Representative / Consultant February 20, 2018

2 Agenda Welcome & Introduction GP 2015 Enhancements GP 2016 Enhancements GP 2018 Enhancements Sources: Various Microsoft personnel. Credits On slide at end of PowerPoint. 2

3 Welcome & Introduction 3

4 Integrity Data s leadership in human capital management for 20 years More than 8,000 organizations worldwide use our technology to improve businesses processes, specifically for payroll Engaged by Microsoft to author payroll and human resources upgrades to the ERP system known as Microsoft Dynamics GP Original authors of: Core Payroll Extensions Overtime Rate Manager Deductions In Arrears Payroll Integration to Payables HRP Extended Pack PTO Manager Advanced Payroll Advanced HR Benefit Self Service MICROSOFT DYNAMICS GP PARTNER 20 YEARS! 4

5 HR & Payroll 2015 New Features. 5

6 Self Service Additions in GP 2015 Employee Profile - allow your employees to change their employee information, add Emergency Contacts, Dependents and view their Position History. Employee Paystubs - no more printing of checks or earnings statements, now your employees can view their pay check information online. A nice addition here, Microsoft added pay period begin and end dates to the form and REMOVED social security number, all based on customer feedback. Employee Benefits - allow your employees to view their benefit information that will pull from payroll and human resource tables in Microsoft Dynamics GP. Benefit Open Enrollment process, Benefit Self Service, part of Advanced Human Resource is also in Microsoft Dynamics GP 2015 Employee Direct Deposit - your employees can view/change and STOP their direct deposit information. Also a change to the core product Microsoft added up and down arrow buttons to this window so it is easier to move the accounts around, no more re-entry...yes they heard YOU! Employee W4 - your employee can change their federal tax information on this W4 form and submit it for approval and it has history tracking. This is now all Microsoft Dynamics GP user date driven, so NO MORE yearly install of the W4 form...yeah, less work and less to remember at year end, your to-do list just got shorter!! Employee Skills and Training - employees can see/edit their Education, Test, Skills and Training History information. We know this is huge for our expiry dates and keeping on track of employee information. 6

7 GP 2015 Human Resources Workflows Pending Approval Navigation List for HR and Payroll Dynamics GP 2015 s HR and Payroll (HRP) pending approval navigation lists create a one-stop spot for managers to view and approve changes to employee records. HR managers can perform several tasks by checking a box and selecting an action to complete, from one window. The preview pane displays task details and there is a Go To option to view the assigned task. Employee Self Service Paystubs GP2015 allows employees to view or print their own paystubs as they need. Paystubs navigation lists are opened through Employee Time Management homepage. The employee can select one or more paystub and print several at once. Employee W4 Maintenance In Dynamics GP, employees are now able to view and adjust their current and historical W4 s and submit the changes to workflow. From the Employee Time Management home page, the user can choose update my W4. In the Employee Withholding Certificate window the employee can manage their information. When the changes are submitted they will be routed automatically for management approval prior to updating the employee s record. Employee Direct Deposit Window The employee direct deposit workflow allows employees to start or stop direct deposit, remove or add accounts and edit the direct deposit distribution. Changes to the record can be routed through the proper office for verification and simplified approval. 7

8 HR & Payroll 2016 New Features. 8

9 Payroll Posting Accounts Setup Enhancements 9

10 Payroll Posting Accounts Setup Enhancements (Cont.) 10

11 Remove inactive Pay Codes from Payroll Transaction Entry 11

12 Employee Self Service - Human Resource Attendance Time Available View 12

13 Employee Self Service - Managers can View Employee Available Time 13

14 HR & Payroll 2018 New Features. 14

15 Turn off Garnishment Detail and Summary reports when posting payroll 15

16 Option to Roll Down Payroll Setup Options to Inactive Records Works with Pay Code, Deduction or Benefit. 16

17 Option to modify Department Code in addition to Pay, Benefit and Deduction 17

18 Restrict Inactive records in your Payroll Master look up windows 18

19 Reprint Distribution Detail and Summary reports 19

20 Advanced Human Resource Wellness and Health Insurance Integration To access the Setup of the discount, from the Setup Navigation, Expand Human Resources, click Health and Wellness and choose Codes (Right Screen shot) 20

21 Resources. 21

22 integrity-data.com/software/comprehensive-leave-manager/ Read our blog Watch videos Customer stories Check the ROI for YOU Download software Download documentation Follow us 22

23 ACA Compliance and Reporting Payroll Processing - Negative Payroll Transactions - Negative Deductions - Mid Pay Period Rate Changes - Overtime Hours Rules Benefits Management - Leave Management - Enhanced Retirement Plans - Life Insurance Tax Calculator Payroll Accounting - Employee Accounts and Splits - FTE Manager YOUR PEOPLE, OUR PRIORITY Payroll Productivity - Employee Suite - Paycheck What If Calculator Tailor-made Solutions Stellar Support 23

24 Thank you Learn more Contact us Keith Schmidt Senior Customer Care Representative / Consultant Keith Schmidt kschmidt@integrity-data.com 24

25 Credits Microsoft Dynamics GP 2015 New Feature Blog Series Schedule Microsoft Dynamics GP 2016 New Feature Blog Series Schedule Microsoft Dynamics GP 2018 New Feature Blog Series Schedule Slide 7

26

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