The New Employee Self Service Functionality Review

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Presentation transcript:

The New Employee Self Service Functionality Review Jodi Christiansen Microsoft

Poll Do you use any of the following currently? Mark all that apply. Business Portal Time and Attendance (HR/Payroll) Business Portal Requisition Management? Business Portal Project Time (Project Accounting)

Microsoft Dynamics GP 2013 R2 Employee Self Service Self Service Home Page New Home Page Parts Simplified Navigation Preview important information Employee Self Service Time and Attendance Allows “Time on Behalf of” Timecard Workflow Project Self Service Project Timesheet Workflow Approval for Submitted Timesheets Requisition Entry Order Items and Goods Combine requisitions to a single PO Requisition Workflow Approval

Self Service Home Page New Home Page Content Part Microsoft Dynamics Self Service Home Page 6/26/2018 New Home Page Content Part Quick & Simplified Navigation Preview Important Information Theresa Employee Self Service Content Pages will be added to the GP Home Page Two new content pages will be added for Time Management and Requisitions New Home Page role Self Service will be added Intent is to limit the information and navigation the user will see. Self Service users will only enter GP to do a single task, such as enter hours for payroll, and so we want to present a quick and easy navigation to those areas. New content pages will work the same as the existing content pages on the home page. If they have security access other pages (home page parts) can be 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 Self Service Self-Service User Microsoft Dynamics Employee Self Service 6/26/2018 Self-Service User Allows Entering ‘Time on Behalf Of’ Approval Workflow In Dynamics GP2013, you can enter timecards and enter time on behalf of a user directly in Dynamics GP.  Deployed on either web client or desktop client and integrated with workflow, employees can submit a timecard or recall a previously submitted timecard. © 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.

Project Self Service Self Service Users Project Time Workflow Approval Microsoft Dynamics Project Self Service 6/26/2018 Self Service Users Project Time Workflow Approval Project Time has the features from Business Portal Project Time and PDK Time Entry. © 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.

Requisition Entry Self Service Users Enter Items and Goods Microsoft Dynamics Requisition Entry 6/26/2018 Self Service Users Enter Items and Goods Combine requisitions into a single PO Workflow Approval Purchasing Requisition functionality has been brought into the desktop side of the application with GP2013 R2. Leveraging the knowledge of the functionality in Req Management and the feedback from customers and partners, we’re building the requisition functionality from the start. The look and feel is like a transaction entry window in GP, but with fewer verified or required fields. If the user doesn’t know the vendor or cost of an item, they can still submit the requisition to the purchasing agent. With a tight tie-in to Workflow from the start, you can leverage Dynamics GP functionality to manage the goods request process for a business. © 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.

Workflow No dependency on SharePoint Four workflow types Dexterity based Email Approval Workflow is being completely redesigned and rebuilt to be based in Dexterity rather than SharePoint. The first release of the new system will include four workflow types and several methods for workflow approval. GP2013 R2 Workflow Types: Purchase Order Approval Requisition Approval Project Timesheet Approval Time and Attendance Approval

Demo

Q&A jchrist@microsoft.com