HR and Payroll in Microsoft Dynamics GP 2013 Module 4: HR and Payroll Utilities, Year-End, and Reporting

Terry Heley| Escalation Engineer 04 | HR and Payroll Utilities, Year-End, and Reporting Terry Heley| Escalation Engineer

Module Overview Reconcile Modify Payroll Code Names Payroll Year-End Excel Reports

Introduction Reconcile Payroll Reconcile HR Reconcile

Modify Payroll Code Names Introduction Modify Payroll Code Names New to Dynamics GP 2013, ability to modify pay codes, deductions and benefits

Introduction Payroll Year-End Payroll Year-end planning is important for a smooth payroll year-end Blog http://blogs.msdn.com/b/dynamicsgp/archive/2012/04/05/microsoft-dynamics-gp-10-0-mainstream-support-ending-on-october-9th-2012.aspx   Hot Topic https://mbs.microsoft.com/customersource/support/selfsupport/hottopics/HOTTOPIC_MDGP10_SupportLifecycle

Letter Writing Assistant Introduction Excel Reports Benefit SmartList Email Reports Reporting SmartList Designer Excel Reports Excel Reports Employee Attendance Detail - Provides a list of balance info for employees HR Hour - Detailed list of time taken/accrued for HR HRP Combined - Contains pay rate and HR time code balance information Primary Pay - lists each employee & their hourly or salary rate PTO Liability - Calculates employer liability for accrued PTO If you wish to be able to export a larger amount of records to MS Excel, we would recommend using something like Excel Reports available in I would recommend looking at KB article 949524 - 'Frequently asked questions about the new Excel Report Integration in Microsoft Dynamics '. The link to this article is here: https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;EN-US;949524 As it mentions in this article, by default, the Excel Reports in Dynamics GP 10.0 are created based on existing SmartList favorites. These reports use an Office Data Connection (ODC) to update data at any time the report is run. Letter Writing Assistant

What We Learned – Module 4: HR and Payroll Utilities, Year-End, and Reporting How to use the payroll and HR reconcile function and impact Use modify payroll codes new to Microsoft Dynamics GP 2013 Use Excel reports to simplify your reporting needs Insight into running the payroll year-end close

What We Learned – Module 1: Microsoft Dynamics GP Overview Understand some of the key functionality available in Microsoft Dynamics GP How transactions flow and integration occurs within the application Identify options for user’s to personalize how the product works Understand basic security options in Microsoft Dynamics GP