HR and Payroll in Microsoft Dynamics GP 2013

Terry Heley| Escalation Engineer

Meet Terry Heley| ‏Dynamics Escalation Team What my team does –Prepare, create & train content for new feature releases –Responsible for mentoring engineers –Work with escalations, onsite and advisory cases My Background –Microsoft, Fargo, ND –15 years of Microsoft/Great Plains experience –Frequent speaker at conferences on a variety of Human Resources (HR) and Payroll topics

Course Topics HR and Payroll in Microsoft Dynamics GP | HR and Payroll Setup 02 | Employee Setup for HR and Payroll 03 | Process Payroll 04 | HR and Payroll Utilities, Year-End, and Reporting

Setting Expectations Target Audience –Potential new customers who are interested in Microsoft Dynamics GP 2013 HR and Payroll and looking for basic information about the product to jump start their learning. –New users who have not started or just started using Microsoft Dynamics GP HR and Payroll and want to familiarize themselves with the functionality of the product. Suggested Prerequisites/Supporting Material –General HR and Payroll knowledge –Basic computer and Windows skills

HR and Payroll in Microsoft Dynamics GP 2013 Module 1:HR and Payroll Setup

01 | HR and Payroll Setup Terry Heley| Escalation Engineer

Organization and Posting Setup Taxes, Unemployment Code Setup Direct Deposit Attendance Module Overview

Introduction Payroll Posting Accounts Payroll Posting Setup Human Resource Preferences Organization and Posting Setup

Introduction Automatic installs for tax updates Unemployment rates need to update manually Taxes, Unemployment

Introduction How to setup Pay Codes, Benefits & Deductions for maximum efficiency Code Setup

Introduction How to setup direct deposit Direct Deposit

IntroductionAttendance Maximums Hours Worked InquiryReporting

How to install the tax updates to make sure you are properly taxing employees How to setup HR attendance to track vacation and sick Use direct deposit to electronically send files to your financial institution Insight into pay code, deduction and benefit setup Payroll posting account setup and how to determine and incorrect account quickly What We Learned – Module 1: HR and Payroll Setup

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 What We Learned – Module 1: Microsoft Dynamics GP Overview