Dynamics GP 2018 – Payroll and Human Resources

Dynamics GP HR Payroll Suite Modules Payroll Direct Deposit Human Resources Human Resources Self-Service (also workflow) MICR checks (3rd party)

Track history on Termination / Rehire Dates New Features Track history on Termination / Rehire Dates A new Employment History option will now track the date that an employee was hired and the date when their employment concluded. Dates are Hire Date, Adjusted Hire Date, Date Inactivated, Last Day Worked and Termination Date. This information is saved each time one of these date fields is updated.

Restrict inactive deduction and benefit codes in lookups New Features Restrict inactive deduction and benefit codes in lookups Can restrict the inactive records in lookup windows on a per user basis. Can restrict both company benefits and deductions, as well as employee benefits and deductions.

Change the department code in all data tables New Features Change the department code in all data tables Now you can allow users to modify an existing department code and the changes will automatically update all the tables that contain that department code. Includes History tables.

Payroll Posting Accounts New Features Payroll Posting Accounts You can see all posting accounts in a navigation, list and filter and sort accounts using the navigation lists. You also can export the accounts to Excel, edit them, then import them. On the import, an exception report will print when there are any duplicate accounts, missing accounts or when there are payroll data or other issues that cause the record import to fail.

Roll down payroll setup to inactive records New Features Roll down payroll setup to inactive records Now you have an option to roll down changes to inactive employee records. The options that are included : Pay codes Deductions Benefits Shift codes

Inactive Pay Code Lookup Options New Features Inactive Pay Code Lookup Options There is now an option to exclude inactive pay codes from lookup windows throughout Payroll. A drop-down list in the Pay Codes window to select all pay codes to include in lookup windows, or to exclude the inactive codes. The option is available for Employee Pay Codes and Pay Codes lookup windows.

Roll down payroll setup options from setup to inactive records New Features Option to roll down changes to inactive records Pay Code Setup Deduction Setup Benefit Setup Shift Code Start here

New Features Turn off Garnishments Reports in Posting Setup Garnishments Detail Report Garnishments Summary Report Defaults as Ask Each Time

Restrict Inactive Deduction and Benefit Codes in Lookups New Features Per User setting Option to restrict inactive records and save  Setting for Company Deductions, Company Benefits Setting for Employee Deductions, Employee Benefits Start here

Allow payroll user to print using self-service W2 report New Features Allow payroll user to print using self-service W2 report Payroll administrator can print W2 information for employees using the same self-service report that employees use. Eliminates the need for preprinted forms because there is a new form type option available for printing W- 2s that prints W-2 information in the correct format with current labels.

Customize your Home Page Microsoft Dynamics 1/15/2019 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 1/15/2019 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 1/15/2019 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 profile and workflow Microsoft Dynamics 1/15/2019 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 1/15/2019 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 1/15/2019 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 1/15/2019 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 1/15/2019 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 direct deposit and workflow Microsoft Dynamics 1/15/2019 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.

Employee W2 Employees can view and print their W2 thru self service. Microsoft Dynamics 1/15/2019 Employees can view and print their W2 thru self service. © 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.

Terminal Server RemoteApp Rich client 1/15/2019 10:25 PM Web client Deployment options Terminal Server RemoteApp ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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