Human Resource and Payroll for Advanced Users 10/9/2017 2:31 AM Human Resource and Payroll for Advanced Users Terry Heley – Escalation Engineer Isaac Olson – Sr. Support Engineer Lucas Miller – Support Escalation Engineer © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

reIMAGINE 2015

Employee Self Service Setup & Overview 10/9/2017 2:31 AM Employee Self Service Setup & Overview © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Customize your Home Page Microsoft Dynamics 10/9/2017 Available Balance for Payroll Thru security – disable option © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time management Self-service user Microsoft Dynamics 10/9/2017 Self-service user Business portal time and attendance replacement Allows entering ‘time on behalf of’ Approval workflow © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee profile and workflow Microsoft Dynamics 10/9/2017 Employee can view and edit their employment information Address, dependents, emergency contacts and position history © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee skills and training and workflow Microsoft Dynamics 10/9/2017 View and maintain employee’s education and tests Employee can view skills and training history © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee benefits Microsoft Dynamics 10/9/2017 Employee can view their benefits with employer and employee contributions © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee paystubs Microsoft Dynamics 10/9/2017 An employee can view or print their paystubs from the paystubs navigation list No Social Security Number Pay period dates added © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee W4 and workflow Microsoft Dynamics 10/9/2017 Edit W4 information, add or change additional withholding, and update deductions With workflow, route the W4 information to the desired users Year driven by date No extra install No social security number © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee W2 Employees can view and print their W2 thru self service. Microsoft Dynamics 10/9/2017 Employees can view and print their W2 thru self service. This is new with GP 2015 R2 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee direct deposit and workflow Microsoft Dynamics 10/9/2017 Edit deposit information, add accounts or change the distribution With workflow, route the deposit information appropriately Stop deposit option Ability to move accounts around © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Manager team profile Microsoft Dynamics 10/9/2017 Manager able to view and edit their team members’ data Address, dependents, emergency contacts and position history © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Manager skills and training Microsoft Dynamics 10/9/2017 Manager can view and maintain their employee’s education and tests View employee’s skills and training history Driven from navigation lists © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

HRP pending approval navigation list Microsoft Dynamics 10/9/2017 Navigation list for HRP workflow approvers Displays all workflow tasks assigned to user for HRP Workflows Complete workflow actions across active workflows © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10/9/2017 2:31 AM Workflow 2.0 © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Timecard Workflow Setup 10/9/2017 2:31 AM Timecard Workflow Setup Workflow Maintenance Administration>Setup>Company>Workflow>Workflow Maintenance Select ‘Payroll’ from the drop-down list Click on Payroll Timecard Approval Assign a Workflow Manager using the Mangers lookup This can be one or more users, or a group from active directory. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Timecard Workflow Setup Cont. 10/9/2017 2:31 AM Timecard Workflow Setup Cont. Workflow Options In Workflow Maintenance click ‘New Workflow’ Send notifications for complete actions Allow approver to delegate tasks Allow originator to be an approver Always require at least one approver Use alternate final approver When a task is overdue: Take no action Escalate to next approver Escalate to User Automatically reject. Send notifications for completed actions Mark to send notification messages to users when the documents they’ve submitted have completed actions in the workflow approval process. This option is available if you have marked he Enable E-Mail for Workflow option in the Workflow Setup window. Choose the expansion button to open the Workflow Email Notification Maintenance window. You can use this window to select which completed action that the originator should be notified about, the message to send for the notification of the completed action, and the carbon-copy (cc) recipients of the notification. Allow approver to delegate tasks Mark to allow an approver to delegate a task to another approver in the workflow. For example, assume that Frank is reviewing a purchase order. If this option has been selected, Frank will be able to delegate the purchase order to another approver in the workflow. Allow originator to be an approver Mark to allow the person who originated the workflow to approve the document. Always require at least one approver Mark if you want documents to be approved by at least one person. Alternate final approver Enter the name of an alternate final approver if you want a different escalation approver. The alternate approver is assigned to the approval action under the following conditions. The Always Require at Least One Approver option is marked and there are no approval steps whose conditions are met. The Always Require at Least One Approver option is marked and the approver edits the document and there are no following approval steps. There are no approval steps following an overdue step, depending on your escalation settings. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Timecard Workflow Setup Cont. 10/9/2017 2:31 AM Timecard Workflow Setup Cont. Workflow Step From the Workflow Setup click ‘New Step’ Action is always required Action is required when a condition is met Assignment: Assign to: (what user needs to approve this) Time limit: (when is a task considered overdue) Send Messages: (customize an email message that will be sent to the approver) Completion policy Used if multiple users are assigned to approve Send notifications for completed actions Mark to send notification messages to users when the documents they’ve submitted have completed actions in the workflow approval process. This option is available if you have marked he Enable E-Mail for Workflow option in the Workflow Setup window. Choose the expansion button to open the Workflow Email Notification Maintenance window. You can use this window to select which completed action that the originator should be notified about, the message to send for the notification of the completed action, and the carbon-copy (cc) recipients of the notification. Allow approver to delegate tasks Mark to allow an approver to delegate a task to another approver in the workflow. For example, assume that Frank is reviewing a purchase order. If this option has been selected, Frank will be able to delegate the purchase order to another approver in the workflow. Allow originator to be an approver Mark to allow the person who originated the workflow to approve the document. Always require at least one approver Mark if you want documents to be approved by at least one person. Alternate final approver Enter the name of an alternate final approver if you want a different escalation approver. The alternate approver is assigned to the approval action under the following conditions. The Always Require at Least One Approver option is marked and there are no approval steps whose conditions are met. The Always Require at Least One Approver option is marked and the approver edits the document and there are no following approval steps. There are no approval steps following an overdue step, depending on your escalation settings. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Diagram Manager Approval Final Approver Enters Timecard Pam, Acct Manager Cheryl, Payroll Manager Yes Manager Approval Final Approver Frank, Employee Job Title Equal to ATC Enters Timecard Deseree, Sales Manager Ann, Director Cheryl, Payroll Manager No Approves requisition Manager Approval Final Approver © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Conditions Fields Condition as a SQL Query 10/9/2017 2:31 AM Workflow Conditions Fields Several fields are available by default to create conditions against. Check ‘Display extended field list’ for even more available options. Condition as a SQL Query When creating conditions, you are creating a query to be ran against the submitted transaction. Workflow Condition: Where Payroll Timecard Detail.Job Title is 'ATC' If the count is greater than 0 for the transaction being submitted, then the condition is true. SQL Query: Select COUNT(*) from UPR10501 where UPR10500.EMPLOYID=‘XXXXX' and UPR10500.Pay_Schedule=‘XXXXXX' and UPR10500.PERIODID=‘XX' and UPR10500.YEAR1=‘XXXX' and UPR10501.JOBTITLE = 'ATC' © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Conditions Operator Examples Workflow Condition SQL Equivalent Contains Where UPR10501.Job Title like ‘%ATC%' Does not contain Where UPR10501.Job Title not like ‘%ATC%' Begins with Where UPR10501.Job Title like ‘ATC%' Is Where UPR10501.Job Title = ‘ATC' Is not Where UPR10501.Job Title <> ‘ATC' Is greater than and includes Where UPR10501.Job Title >= ‘ATC' Is less than and includes Where UPR10501.Job Title <= ‘ATC' Empty Where UPR10501.Job Title = ‘' © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Common Workflow Assignments 10/9/2017 2:31 AM Common Workflow Assignments People and Groups The specified Windows User or Group will get assigned to approve. Hierarchy: Originator to Direct Manager Assigned to the Direct Manger in Active Directory (Organization Tab) of the Windows User (defined below). *Local Install – Windows User logged in at the workstation. *Web Client – Windows User Credentials used to log into Web Client. Hierarchy: Employee to Direct Manager Assigned to the Supervisor from Employee Maintenance of the Employee who the timecard is entered for. *Windows User must be assigned to the GP user ID of the Supervisor. (Tools>Setup>System>User) – Directory Account © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Email Notifications 10/9/2017 2:31 AM Workflow Email Notifications Email Setup Administration>Setup>System>Workflow Setup For sending workflow email notifications Enable Email Notification Outgoing Mail Server (SMTP) SMTP Authentication – Example with Outlook Test E-Mail button Enable E-Mail Actions For the ability to approve directly in the email Dynamics GP Web Services Server Test E-Mail Action button © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Email Message 10/9/2017 2:31 AM Workflow Email Message Email Message Setup Administration>Setup>Company> Workflow>E-mail Message Setup Emails notifications are customizable Document Lines Desired fields from transactions can be displayed © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Email Message Cont. 10/9/2017 2:31 AM Workflow Email Message Cont. Assign Message to Workflow Step © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Email Message Cont. 10/9/2017 2:31 AM Workflow Email Message Cont. Email Message Example: My subject line can contain variables. From this message I have the ability to Approve through Outlook. Comments from the employee who submitted the timecard are displayed. My Paycode, Units, Department, and Job Title are displayed for my Pay Period. This allows me to approve without needing to even open the Timecard itself. More or less columns can be displayed depending on your setup. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow User Delegation 10/9/2017 2:31 AM Workflow User Delegation Automatic Delegation Home>User Preferences>Workflow Delegation button User’s can set an ‘Out of Office’ to automatically delegate tasks for a set time period while they are away. Transactions that are currently pending approval will not be affected by this. Tasks can also be delegated depending on the workflow type. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Navigation Lists Timecards Pending Approval Specific to Timecards 10/9/2017 2:31 AM Navigation Lists Timecards Pending Approval Specific to Timecards Less detail than HRP Workflow Pending Approval list Displays Timecards that are pending my approval © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Navigation Lists Cont. HRP Workflow Pending Approval 10/9/2017 2:31 AM Navigation Lists Cont. HRP Workflow Pending Approval More detailed than the Timecards Pending Approval list Displays any HRP action that is pending my approval This includes Timecards, Employee Profile, Employee Skills, Payroll Direct Deposit, and W4 approvals © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Management App 10/9/2017 2:31 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Management App Cross-Platform Prerequisites 10/9/2017 2:31 AM Time Management App Cross-Platform Available in the following app stores (PC and tablet only) Windows 8.1+ iOS 7.1+ Android 4.4+ Prerequisites Microsoft Dynamics GP 2015 R2 and later Timecard Entry in Self Service Microsoft Dynamics GP Service Based Architecture Payroll Timecard Approval Workflow Service Connection URL https://server.domain.com/GPService/Tenants(DefaultTenant)/Companies(Fabrikam,%20Inc.) Currently not compatible with Canadian Payroll If app doesn’t appear in your App Store then it is not supported for your device. Service Connection URL Single-tenant: https://server.domain.com/GPService/Tenants(DefaultTenant)/Companies(Fabrikam,%20Inc.) DefaultTenant comes from the C:\Program Files\Microsoft Dynamics\GP Web Components\GPService\TenantConfiguration.xml Multi-tenant: https://server.domain.com/GPService/Tenants(Contoso)/Companies(Fabrikam,%20Inc.) Contoso comes from the name of my tenant as specific in Tenant Manager snap-in for Web Management Console © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Management App - Troubleshooting 10/9/2017 2:31 AM Time Management App - Troubleshooting User entered in Settings isn’t tied to a Dynamics GP User Web Client Username and Password must match between GP Utilities (Manage Web Client SQL Server login) and the Web Client (Web Management Console or TenantConfiguration.xml) Ensure you can browse the SBA help page https://server.domain.com/GPService/Tenants(Contoso)/Companies(Fabrikam,%20Inc.)/help Test pulling data from the SBA service https://server.domain.com/GPService/Tenants(Contoso)/Companies(Fabrikam,%20Inc.)/Dynamics/Payroll/Employees(ACKE0001).xml Web Client SQL Server login: In GP Utilities select “Manage Web Client SQL Server login” from Additional Tasks window and verify the username and password, changing as necessary If using a Multi-tenant deployment In Web Management Console connect to the Tenant Manager snap-in, select your tenant, click Edit and look at the Properties for the GP Service application. The same username and password need to be entered there If using a Single-tenant deployment You will need to run a Repair against the GP Web Components application and enter the password when prompted. This will write to the TenantConfiguration.xml file in C:\Program Files\Microsoft Dynamics\GP Web Components\GPService. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Management App - Troubleshooting 10/9/2017 2:31 AM Time Management App - Troubleshooting Payroll Timecard Approval workflow prerequisite has not been configured and marked as Active More than one Payroll Timecard Approval workflow definition has been created SBA is making a call like the following: https://server.domain.com/GPService/Tenants(Contoso)/Companies(Fabrikam,%20Inc.)/Dynamics/Companies/ Workflows.xml © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Management App - Troubleshooting 10/9/2017 2:31 AM Time Management App - Troubleshooting ***Log into a Dynamics GP as the user tied to your Windows account and check your ability to enter a timecard. GP User account not tied to an Employee ID Setup for following not completed in Dynamics GP Timecard Assignment Setup Pay Schedule Setup Timecard Restrictions Timecard Batches GP User account not tied to an Employee ID Employee Maintenance > Additional Information > GP User ID field Make sure you have an Assignment Code marked as Default in Timecard Assignment Setup If you cannot enter a timecard in the Dynamics GP client interface you’ll typically get better error messages to troubleshoot Microsoft Dynamics GP > Tools > Setup > Human Resources > Attendance > Setup and set a value for Next Transaction Number © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Management App - Logging 10/9/2017 2:31 AM Time Management App - Logging Enabled in either Web Management Console or the TenantConfiguration.xml RequestLoggingEnabled=TRUE DevModeEnabled=TRUE Logs will be written to C:\ProgramData\Microsoft Dynamics\GPSvc\Logs I’ve found that files in the following provide the best information: C:\ProgramData\Microsoft Dynamics\GPSvc\Logs\Inst_DEFAULT_14\DexterityRequests Start with logs that end with Error.log Scroll to the bottom of the log and look for errors/stack traces before it rolls back Often times you’ll have a header section that gives the Full URI that the SBA is using to connect to GP Only enable logging long enough to troubleshoot the issue Web Management Console (for multi-tenant deployments) Select Tenant Manager snap-in Click Applications item Highlight GP Services and click Edit Click the plus (+) and type in the DevModeEnabled property, then click Save Select Tenant item, highlight your tenant and click Edit Highlight the GP Service application and set RequestLoggingEnabled and DevModeEnabled to true, then click Save TenantConfiguration.xml (for single-tenant deployments) Navigate to C:\Program Files\Microsoft Dynamics\GP Web Components\GPService on the SBA server Backup and then open TenantConfiguration.xml in Notepad Add the following before </Tenant> <RequestLoggingEnabled>true</RequestLoggingEnabled>                          <DevModeEnabled>true</DevModeEnabled> Save the file After making either change restart the GP Dexterity Service, GP Dexterity Service Control and GP Service services and repro the issue © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Benefit Self Service 10/9/2017 2:31 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Benefit Self Service SIMPLE EASY FLEXIBLE REDESIGNED https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/01/20/benefit-self-service-in-microsoft- dynamics-gp-2015.aspx Did you know Microsoft Dynamics GP 2015 has new functionality for your employees? In addition to other employee self-service functionality, Microsoft released the newly improved and redesigned Benefits Self Service functionality that will allow your employees to enroll into their company benefits online. While this does technically replace the existing Business Portal functionality, it is a far superior product. With online employee enrollment, businesses will no longer have to gather paper documents from their employees and re-key that information into Microsoft Dynamics GP for benefit enrollment selections made. This will make health & life insurance along with retirement enrollment very simple for HR Administrators. Benefits administrators will be able to open up an enrollment periods for their employees, allowing the employee to do the data entry. They simply review and “post” the enrollments right into Human Resources and Payroll.

Benefit Self Service More Post Options Send to Excel Return Enrollment https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/01/20/benefit-self-service-in-microsoft- dynamics-gp-2015.aspx

Affordable Care Act (ACA) 10/9/2017 2:31 AM Affordable Care Act (ACA) © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Affordable Care Act - ACA 10/9/2017 2:31 AM Affordable Care Act - ACA Phase implementation approach Track changes to records in place For Microsoft Dynamics GP 2013 or higher Human Resource Management required Blog: March hotfix https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/04/01/the-march-hotfix-has-released-what- is-all-the-excitement-about Blog: ACA Information/Setup: (Nov 19, 2014) https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/11/19/draft-microsoft-dynamics-gp-2014- year-end-release-affordable-health-care-act-2.aspx Blog: ACA Table/Column changes: (Nov 12, 2014) https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/11/12/table-and-column-changes-in-2014- year-end-update.aspx Blog: ACA preliminary blog – view for all windows https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/09/23/aca.aspx Last year Blog on Benefit Tracking and ACA and Hours (Video) https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/07/16/affordable-healthcare-act-are-you- prepared-and-are-you-using-microsoft-dynamics-gp-to-its-full-potential.aspx © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Affordable Care Act - ACA ACA Tracking Year-End Editing Form Printing

Thank you Terry Heley Escalation Engineer theley@microsoft.com 10/9/2017 2:31 AM Thank you Terry Heley Escalation Engineer theley@microsoft.com © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10/9/2017 2:31 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.