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HR and Payroll in Microsoft Dynamics GP 2013. Terry Heley| Escalation Engineer.

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Presentation on theme: "HR and Payroll in Microsoft Dynamics GP 2013. Terry Heley| Escalation Engineer."— Presentation transcript:

1 HR and Payroll in Microsoft Dynamics GP 2013

2 Terry Heley| Escalation Engineer

3 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

4 Course Topics HR and Payroll in Microsoft Dynamics GP 2013 01 | HR and Payroll Setup 02 | Employee Setup for HR and Payroll 03 | Process Payroll 04 | HR and Payroll Utilities, Year-End, and Reporting

5 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

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

7 01 | HR and Payroll Setup Terry Heley| Escalation Engineer

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

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

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

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

12 Introduction How to setup direct deposit Direct Deposit

13 IntroductionAttendance Maximums Hours Worked InquiryReporting

14 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

15 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


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