To Receive CPE Credit

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1 Using Dynamics GP Advanced Payroll Module October 20, 2016 Charles Allen Senior Managing Consultant BKD Technologies To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in a group o Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & address o All group attendance sheets must be submitted to training@bkd.com within 24 hours of live webinar o Answer attendance checks & polls when they are provided If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days of live webinar 1

2 Introduction Charles Allen Senior managing consultant 25+ years of experience Microsoft MVP Agenda What is Advanced Payroll? Pay Policy Manager Payroll Hours to General Ledger Labor Accrual Manager Advanced Labor Reporting Q&A 2

3 What is Advanced Payroll? What is Advanced Payroll? Additional set of functionality not a replacement Part of extended HRP Pack for GP 2013 & above Installed as part of Human Resources & Payroll Suite Install on all workstations utilizing HRP Requires you to set access to new Windows & Reports Requires you to set access to Alternate Windows & Reports 3

4 Installing Advanced Payroll Security for New Windows/Reports You may already have a security task HRP_SUITE_ALL* See Advanced Payroll user guide for specific instructions on setting up a security task 4

5 Security for Alternate Items Assign security for alternate windows & reports part of HRM Solution Series Security for Alternate Items 5

6 Pay Policy Manager Setup Steps Set up add-on codes Assign add-on codes to shifts, company, department & position You can also assign an add-on code to a pay code Set up pay policy priority Create pay policies based on pay codes You can also link pay codes to other pay codes this disables add-on codes for base pay code 6

7 Pay Policy Manager For hourly pay codes Helps automate calculation of pay rates based on variety of factors o Pay code o Company o Department o Position o Shift code Can cut down on number of pay codes needed Company Pay Policy Example Field Selection Add-on Code Add-on Amount Pay Code HOUR Company TWO 1 $2.00 Department INST 01 5% Position STC A $3.50 Shift NIGHT N 10% 7

8 Company Pay Policy Example Pay Code Options Example of an hourly-based pay code that uses the same pay policies as the HOUR pay code & adds 125% 8

9 Transaction Auto-Split Used for automatically splitting wages between departments when an employee works in a position Managed at employee level Payroll Transactions Use the Calculate button after importing transactions from a time clock Do not use the Calculate button when manually entering transactions in GP GP does it for you behind the scenes 9

10 Payroll Transactions Payroll Transactions Step Rate Base Pay Rate $16.10 Add $2 for Company TWO $18.10 Add 5% for Dept INST $19.01 Add $3.50 for Position STC $22.51 Add 10% for Shift NIGHT $

11 Demo Payroll Hours to General Ledger 11

12 Purpose Enables you to post hours paid to general ledger (GL) unit accounts for reporting Set up on Payroll Posting Accounts window Setup Create unit accounts Use Payroll Posting Accounts window to assign accounts You can disable pay codes from posting hours Used with Labor Accrual Manager 12

13 Usage Will post to GL during payroll posting Will only post to GL, not through Hours will print on payroll check posting register Demo 13

14 Labor Accrual Manager Purpose Enables you to accrue & reverse payroll expenses Is an estimation for purposes of accrual, not the split of an actual payroll run Can accrue hours & then reverse the accrual 14

15 Setup Set up payroll posting accounts for dollars & hours Turn off posting of hours for specific pay codes, if desired Define labor accrual accounts to be used in accrual Usage Process payrolls in GP Only pay runs processed after the Labor Accrual Manager product is installed will show up in the scrolling window section of this screen Use the Payroll Accruals window to accrue dollars & hours 15

16 Demo Advanced Labor Reporting 16

17 Purpose Provides reporting functionality beyond what s in the standard payroll module Group departments into areas of responsibility for additional reporting beyond departments & positions FTE reporting Production/nonproductive Setup Set up labor reporting accounts for productive & nonproductive reporting Set up areas of responsibility Set up Payroll Account Mapping to define GL segments for departments Set up pay code options 17

18 FTE Calculations Frequency Associated Hours Weekly 40 Biweekly 80 Semimonthly Monthly Quarterly 520 Semiannually 1040 Annually 2080 FTE Calculations factor 1 FTE = 2080 hours worked per year System calculates total hours divided by number of days in the period X = FTE 18

19 Demo Questions 19

20 BKD Technologies Support Center Microsoft Dynamics GP Monday Friday, 8 a.m. 5 p.m. Call Support Center toll-free Stay Connected dynamicsgpinsights.com Follow us on Twitter Join us on LinkedIn At Dynamics GP Insights you can read articles, watch webinars & join conversations View videos on YouTube 20

21 Continuing Professional Education (CPE) Credits BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information in BKD webinars is presented by BKD professionals, but applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered in these webinars CPE Credit CPE credit may be awarded upon verification of participant attendance For questions, concerns or comments regarding CPE credit, please the BKD Learning & Development Department at training@bkd.com 21

22 Charles Allen Senior Managing Consultant