MOC 8813 - Human Resources and Payroll-US in Microsoft Dynamics GP 10.0

Delivery Options

• Live Online Training - Public Class (3 days): $1,425.00 (Register)

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• Customized Onsite Training (3 days): Request a Proposal

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Class Description

Class Overview

Class Goals

• Learn to use Payroll Setup windows to customize the application to organizational needs.
• Learn to understand the available global setups that are available in Human Resources.
• Learn to set up Benefits and Deductions in Human Resources and Payroll.
• Learn to set up Attendance including time codes and accruals and how they are attached to employees.
• Learn to create pay codes, deduction codes, benefit codes, taxes and other employee related items used to calculate Payroll checks.
• Learn to assign methods to calculate vacation and sick time for employees.
• Learn to process, generate and void Payroll checks for employees.
• Learn to use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees.
• Learn to use the Applicant system to better suit your organizational needs.
• Learn to use miscellaneous Payroll and Human Resources tools such as Payroll Gross Up, To-Do Lists and Compensation Management.
• Learn to create Human Resources and Payroll report options and produce desired reports.
• Learn to print numerous other Payroll documents such as W-2's, 1099R's and others.
• Learn to use Direct Deposit instead of generating checks for certain employees.
• Learn to close the Payroll year and prepare the system for the next year.

Class Outline

1. System and Organization Setup
   1. Features and Benefits
   2. Employee Number Setup
   3. User Setup
   4. Human Resources User Preferences
   5. Human Resource Preferences
   6. Payroll Preferences and Structure
   7. Organizational Structure
2. Payroll Setup
   1. Setting up Pay Codes and Types
   2. Setting and Activating Post-Dated Pay Rates
   3. Setting up Overtime Rate Manager
   4. Setting up Payroll Integration to Payables Management
   5. Setting up Employee Classes
   6. Payroll Direct Deposit Setup
   7. ACH File Setup
   8. ACH Header and Footer Setup
   9. Setting Up Taxes and Compensation Codes
   10. Lab: Setting Up Employee Classes
3. Deductions and Benefit Setup
   1. Setting up Deductions and Benefits
   2. Granting Payroll View Access to a User
   3. Setting up Benefit Preferences
   4. Setting up Miscellaneous Benefits and Garnishments
   5. Setting up a Copayment Records and Coverage Types
   6. Setting up a Health Insurance, Life Insurance and Retirement Plan Benefits
   7. Setting up a Standard Deduction and determining Deduction Sequence
   8. Setting up Deduction In Arrears
4. Other Human Resources Setups
   1. Interviews
   2. Skills, Skill Sets and Tests
   3. Orientation and Termination Checklists
   4. Training Courses and Classes
   5. Extra Fields and User-Defined Fields Setup
   6. Review Policy Setup
   7. Creating a Property Item Record
5. Applicants
   1. Requisitions and Applicant Costs
   2. Applicant Entry
   3. Applicant Background
   4. Applicant Skills and Tests
   5. Interviews, Offers and Hiring
6. Employee Maintenance
   1. Adding an Employee I-9 Record
   2. Creating an Employee Record
   3. Changing an Employee's Position and creating an Additional Position Record for an Employee
   4. Creating Additional information Records
   5. Adding an Employee Address Record
   6. Adding an Employee Human Resources Record
   7. Employee Vacation-Sick Time Maintenance
   8. Adding an Employee Contact Record
   9. Adding an Employee Dependent Record
   10. Property Records
   11. Union Records
   12. Employee Extra Fields and User-Defined Fields
   13. Employee Pay Code Maintenance
   14. Entering an Employee Federal, State and Local Tax Record
   15. Employee Direct Deposit Maintenance
   16. Pay Steps Maintenance
7. Employee Attendance
   1. Attendance Setup
   2. Employee Maintenance and Summary
   3. Attendance Transactions
   4. Vacation Planning
   5. Using Payroll for Attendance
8. Employee Benefits
   1. Benefit Enrollment
   2. Deduction and Benefit Records
   3. Family and Medical Leave Act (FMLA)
   4. COBRA
   5. Benefit Summary and History
   6. Total Compensation
9. Daily Payroll Procedures
   1. Activate Post-Dated Pay Rates
   2. Batches and Posting
   3. Payroll Transactions
   4. Payroll Direct Deposit Routines
   5. Generate ACH File
10. Employee Assets and Development
    1. Employee Education
    2. Employee Skills and Test
    3. Employee Orientation
    4. Employee Training
11. Employee Performance
    1. Employee Discipline
    2. Employee Grievances
    3. Employee Reviews
    4. Employee Injury and Illness
12. Employee History
    1. Employee Earnings and Position History
    2. Employee Transfers
    3. Employee Termination
13. Inquiries, Reports and Organization Explorer
    1. Inquiries
    2. Reports
    3. Organization Explorer
    4. Lab: Reports
14. Utilities and Routines
    1. Reconcile Feature
    2. Remove History
    3. Archive Employee and Applicant Records
    4. Compensation Management
    5. Tax Table Update
    6. Print Period-end, Quarter-end and Year-end Reports
    7. Close Payroll Year-end and Printing W-2's, 1099R's and 8027's
    8. Business Contact Information
    9. To Do List Entries

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following areas is required:

• Payroll law and regulations

Experience in the following areas would be beneficial:

• Some working knowledge of Microsoft Dynamics GP

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

• Instructor-led Online course technical requirements and setup instructions.
• WebEx system requirements for Instructor-led Online delivery option.
• Onsite course technical requirements and setup instructions.

Associated Certifications

• Microsoft Dynamics GP 10.0 Human Resources and Payroll