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© Integrity Data 2016. All rights reserved Microsoft Dynamics GP Payroll & HR Enhancements Keith Schmidt Senior Customer Care Representative / Consultant February 20, 2018

Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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Page 1: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

Microsoft Dynamics GP Payroll & HR EnhancementsKeith SchmidtSenior Customer Care Representative / Consultant

February 20, 2018

Page 2: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

Agenda

• Welcome & Introduction• GP 2015 Enhancements• GP 2016 Enhancements• GP 2018 Enhancements

• Sources: Various Microsoft personnel. Credits On slide at end of PowerPoint. 2

Page 3: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

Welcome & Introduction

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Page 4: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

Integrity Data’s leadership inhuman capital management for 20 years

More than 8,000 organizations worldwide use our technology to improve businesses processes, specifically for payroll

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Engaged by Microsoft to author payroll and human resources upgrades to the ERP system known as Microsoft Dynamics® GP

Original authors of: • Core Payroll Extensions

• Overtime Rate Manager• Deductions In Arrears• Payroll Integration to Payables

• HRP Extended Pack• PTO Manager• Advanced Payroll • Advanced HR• Benefit Self Service

MICROSOFT DYNAMICS GP

PARTNER20 YEARS!

Page 5: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

HR & Payroll 2015 New Features

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© Integrity Data 2016. All rights reserved.

Page 6: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved6

Self Service Additions in GP 2015

Employee Profile - allow your employees to change their employee information, add Emergency Contacts, Dependents and view their Position History.Employee Paystubs - no more printing of checks or earnings statements, now your employees can view their pay check information online.A nice addition here, Microsoft added pay period begin and end dates to the form and REMOVED social security number, all based on customer feedback.Employee Benefits - allow your employees to view their benefit information that will pull from payroll and human resource tables in Microsoft Dynamics GP.Benefit Open Enrollment process, Benefit Self Service, part of Advanced Human Resource is also in Microsoft Dynamics GP 2015 Employee Direct Deposit - your employees can view/change and STOP their direct deposit information.Also a change to the core product Microsoft added up and down arrow buttons to this window so it is easier to move the accounts around, no more re-entry...yes they heard YOU!Employee W4 - your employee can change their federal tax information on this W4 form and submit it for approval and it has history tracking.This is now all Microsoft Dynamics GP user date driven, so NO MORE yearly install of the W4 form...yeah, less work and less to remember at year end, your to-do list just got shorter!!Employee Skills and Training - employees can see/edit their Education, Test, Skills and Training History information.We know this is huge for our expiry dates and keeping on track of employee information.

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© Integrity Data 2016. All rights reserved7

GP 2015 Human Resources WorkflowsPending Approval Navigation List for HR and PayrollDynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists create a one-stop spot for managers to view and approve changes to employee records. HR managers can perform several tasks by checking a box and selecting an action to complete, from one window. The preview pane displays task details and there is a Go To option to view the assigned task.Employee Self Service PaystubsGP2015 allows employees to view or print their own paystubs as they need. Paystubs navigation lists are opened through Employee Time Management homepage. The employee can select one or more paystub and print several at once.Employee W4 MaintenanceIn Dynamics GP, employees are now able to view and adjust their current and historical W4’s and submit the changes to workflow. From the Employee Time Management home page, the user can choose update my W4. In the Employee Withholding Certificate window the employee can manage their information. When the changes are submitted they will be routed automatically for management approval prior to updating the employee’s record.Employee Direct Deposit WindowThe employee direct deposit workflow allows employees to start or stop direct deposit, remove or add accounts and edit the direct deposit distribution. Changes to the record can be routed through the proper office for verification and simplified approval.

Page 8: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

HR & Payroll 2016 New Features

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© Integrity Data 2016. All rights reserved.

Page 9: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved9

Payroll Posting Accounts Setup Enhancements

Page 10: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved10

Payroll Posting Accounts Setup Enhancements (Cont.)

Page 11: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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Remove inactive Pay Codes from Payroll Transaction Entry

Page 12: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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Employee Self Service - Human Resource Attendance Time Available View

Page 13: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved13

Employee Self Service - Managers can View Employee Available Time

Page 14: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

HR & Payroll 2018 New Features

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Page 15: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved15

Turn off Garnishment Detail and Summary reports when posting payroll

Page 16: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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Option to Roll Down Payroll Setup Options to Inactive RecordsWorks with Pay Code, Deduction or Benefit.

Page 17: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved17

Option to modify Department Code in addition to Pay, Benefit and Deduction

Page 18: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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Restrict Inactive records in your Payroll Master look up windows

Page 19: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved19

Reprint Distribution Detail and Summary reports

Page 20: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved20

Advanced Human Resource Wellness and Health Insurance IntegrationTo access the Setup of the discount, from the Setup Navigation, Expand Human Resources, click Health and Wellness and choose Codes (Right Screen shot)

Page 21: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

Resources

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Page 22: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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integrity-data.com/software/comprehensive-leave-manager/

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Page 23: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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YOUR PEOPLE, OUR PRIORITY

Payroll Processing- Negative Payroll

Transactions- Negative Deductions- Mid Pay Period

Rate Changes- Overtime Hours

Rules

Payroll Accounting- Employee Accounts

and Splits- FTE Manager

Tailor-made Solutions

ACA Compliance and Reporting

Benefits Management- Leave Management- Enhanced Retirement

Plans- Life Insurance Tax

Calculator

Payroll Productivity- Employee E-mail Suite- Paycheck “What If”

Calculator

Stellar Support

Page 24: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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Thank you

integrity-data.com/@IntegrityData

Learn more

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Contact [email protected]

Keith SchmidtSenior Customer Care Representative / ConsultantKeith [email protected]

Page 25: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

© Integrity Data 2016. All rights reserved

Credits

• Microsoft Dynamics GP 2015 New Feature Blog Series Schedule

https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/12/15/what-39-s-new-for-gp2015-blog-series

• Microsoft Dynamics GP 2016 New Feature Blog Series Schedule

https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/03/30/microsoft-dynamics-gp-2016-new-features-blog-series-schedule

• Microsoft Dynamics GP 2018 New Feature Blog Series Schedule

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule

• Slide 7 https://www.goerpcloud.com/microsoft-dynamics-gp-2015-human-resources-workflows/

Page 26: Microsoft Dynamics GP Payroll & HR Enhancements€¦ · Pending Approval Navigation List for HR and Payroll Dynamics GP 2015’s HR and Payroll (HRP) pending approval navigation lists

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