[Note- Microsoft Dynamics GP – All versions available]
COURSE DESCRIPTION
This comprehensive course provides you with an in-depth view of the extensive functionality contained within the Human Resources application. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR application and its capabilities.
The course covers the setup of the Human Resources module. It covers Employee maintenance and recordkeeping in Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The class also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes.
WHO SHOULD ATTEND
The class is targeted toward administrators, implementers, consultants and endusers who need to understand the technical aspects of using Microsoft Dynamics Human Resources and want to gain the ability to manage employee and applicant information.
COURSE OUTLINE
Module 1: System and Company Setup
The purpose of this chapter is to give students an understanding of the various setups that need to be completed for Human Resources. The setups will provide the foundation for maintaining employee and applicant data within the Microsoft Dynamics GP Human Resources module.
Lessons
- Employee Number Setup
- User Setup
- Human Resources User Preferences
- Human Resource Preferences
- Organizational Structure
- Benefit Setup
After completing this chapter, students will be able to:
- Understand the system and user preferences available for Human Resources.
- Understand the various components within Microsoft Dynamics GP Human Resources that define the organizational structure.
- Define benefit preferences for FMLA and COBRA and then set up various types of benefits, such as garnishments, health insurance, life insurance, retirement plans and other miscellaneous benefits.
Module 2: Other Human Resources Setup
The setups found in this chapter complete the foundation for the Microsoft Dynamics GP Human Resources module. These employee-related setups include Interviews, Skills, Training and Reviews. In addition, User-defined fields and Extra fields can be used to provide flexibility for the organization and enable them to customize data within Microsoft Dynamics GP.
Lessons
- Interviews
- Skills, Skill Sets and Tests Setup
- Defining the Employee User Defined window
- Review Policy Setup
- Creating a Property Item Record
Module 3: Applicants
This chapter defines the features of the Applicant feature that support gathering data about applicants for demographics, Equal Employment Opportunity (EEO), background information, requisitions and queries. The applicant portion of the Microsoft Dynamics GP Human Resources module crosses all companies so that when a person applies for a position, he or she can be assigned to whichever company is necessary. The more an organization knows about an applicant, the better their decision-making ability when it comes time to choose an applicant to hire. The Applicant feature also enables the user to record interview information, score interviews, prepare offer letters, and hire an applicant. Once an applicant is hired through this feature, relevant data is transferred to the Employee record to minimize the time involved when bringing someone new on board.
Lessons
- Adding a Requisition
- Adding an Applicant Record
- Adding an Interview Record
- Adding an Offer
- Hiring an Applicant
Module 4: Employee Maintenance
This chapter discusses the importance of employee records. The information entered in these records are used to track the status of an employee and store vital information. Information that can be stored as part of the employee maintenance process includes: I-9 information, additional employee-related information such as birth date and spouse, multiple addresses, HR Status, VETS-100, review data information, dependent information, company property and union information.
Lessons
- Adding An Employee I-9 Record
- Creating An Employee Record
- Changing An Employee’s Position and Creating An Additional Position Record For An Employee
- Creating Additional information Records
- Adding An Employee Address Record
- Adding An Employee Human Resources Record
- Adding An Employee Contact Record
- Adding An Employee Dependent Record
- Property Records
- Union Records
- Employee Extra Fields And User-Defined Fields
- Employee Pay Code Maintenance
- Pay Steps Maintenance
After completing this chapter, students will be able to:
- Add an I-9 form and enter the verification data needed to support citizenship or immigration status.
- Enter an employee record for a new employee and change the employee record to reflect the current employee information.
- Create an Additional Position for an employee.
- Enter an employee additional information record for a new employee or modify the record to reflect the current employee information.
- Create additional address records including phone numbers and Internet information.
- Set up additional Human Resources information such as ethnicity, gender, Vets-100 and information about the spouse.
- Create employee contact information in the case of an emergency.
- Set up employee dependent information to use in the Benefit subsystem.
- Assign property to an employee.
- Assign union information to an employee.
- Enter data for extra fields or for user-defined windows per employee.
- Assign pay codes to an employee.
- Assign Pay Step Table to an employee and activate post-dated pay rates.
Module 5: Employee Attendance
The objective of this chapter is to explain how Microsoft Dynamics GP allows for accruing of benefit time through the Microsoft Dynamics GP Human Resources attendance feature. To accrue time using Microsoft Dynamics GP Human Resources, accrual periods, accruals, accrual schedules and time codes must be set up.
Lessons
- Attendance Setup
- Employee Maintenance and Summary
- Attendance Transactions
- Vacation Planning
After completing this chapter, students will be able to:
- Set up Attendance including accrual periods, accruals, accrual schedules and time codes to account for benefit time using the attendance feature in Microsoft Dynamics GP Human Resources.
- Assign time codes to employees using the Employee Attendance Maintenance window.
- View employee time used and time available using the Employee Attendance Summary window.
- Use the Attendance Transaction Entry window to enter transactions for Hours Used and for Hours Available adjustments.
- Create Absence Entry records to update the vacation calendar for planned absences in the future.
Module 6: Employee Benefits
This chapter focuses on assigning various benefits, such as health insurance, life insurance, retirement plans and other miscellaneous benefits. These benefits can be entered through the Microsoft Dynamics GP Human Resources module, which also provides the ability to view an overview of each employee’s benefit enrollment, a benefit summary, the tracking of history and the ability to provide a customized total compensation report.
In addition, FMLA and COBRA is addressed, as well as the ability to track FMLA leave and COBRA enrollments. The organization can also choose to record premiums for benefits that are due and then record payments as they are received.
Lessons
- Benefit Enrollment
- Deduction and Benefit Records
- Family and Medical Leave Act (FMLA)
- COBRA
- Benefit Summary and History
- Total Compensation
After completing this chapter, students will be able to:
- Enroll employees in health, life, retirement and other miscellaneous benefits.
- Initiate FLMA leave and track insurance premiums due and those paid.
- Initiate COBRA coverage by notifying an employee of his or her rights, recording the election and tracking the monthly payments made.
- Use the Benefits Summary window to view benefits and to view benefit history where historical records are maintained.
- Use the Total Compensation/Benefit Summary window to gather data to provide a report to employees about the value of their benefits.
Module 7: Employee Assets and Development
This chapter discusses how to assign the education, skills, tests and training codes to employees completing the cycle of Employee Assets. As indicated when setting up the codes for these various assets, it is increasingly important for employers to track relevant information about their employees and their endeavors to further educate themselves.
Lessons
- Employee Education
- Employee Skills and Test
- Employee Orientation
- Employee Training
After completing this chapter, students will be able to:
- Assign education records to an employee.
- Assign skills, skill sets and test records to an employee.
- Assign an orientation checklist to an employee and maintain the progress of the orientation process.
- Learn to add or remove individual or groups of employees to a training class.
Module 8: Employee Performance
This chapter focuses on tracking employee discipline, grievances, reviews and work-related injury and illness records. The system provides flexibility in how to document disciplinary actions and reviews providing multiple ways to document these processes. For grievances and injury and illness records, the processes are defined by the organization and maintenance is easy to accomplish.
Lessons
- Employee Discipline
- Employee Grievances
- Employee Reviews
- Employee Injury and Illness
After completing this chapter, students will be able to:
- Create records for employee disciplinary actions using either a points system or progressive discipline.
- Record an employee grievance and record the steps as the follow-up to the grievance that occurs.
- Add employee review records with written information and numerical scoring.
- Record critical information for meeting OSHA and organizational safety standards about job-related injuries and illnesses enabling the generation of OSHA reports and logs.
Module 9: Employee History
This chapter focuses on employee earnings history, position history, transfers and terminations. Microsoft Dynamics GP provides the flexibility to view earnings history through the Microsoft Dynamics GP Human Resources module and to add, view and change position history records.
In addition, the processing of employee transfer requests is supported in the Microsoft Dynamics GP Human Resources module. Multiple requests can be recorded along with any applicable notes that are required.
Finally when an employee is scheduled to leave employment, Microsoft Dynamics GP provides a termination checklist to ensure all the appropriate steps are taken and also provides the ability to record information from an exit interview.
Lessons
- Employee Earnings and Position History
- Employee Transfers
- Employee Termination
Module 10: Inquiries, Reports and Organization Explorer
This chapter focuses on how Microsoft Dynamics GP allows information to be viewed and printed using Inquiry windows and Reports. The Inquiry windows allow the user to view information about employees, their benefits, and other historical data.
The Reports window allows the user to create a report option once and print it again at any time without having to redefine the option. The reports printed, as a result, are up-to-date and can be printed quickly and easily at any time.
Lessons
- Inquiries
- Reports
- Organization Explorer
Lab : Reports
After completing this chapter, students will be able to:
- View and print information from various inquiry windows available using Microsoft Dynamics GP Human Resources.
- Learn to create report options, determine report destination and formats and print reports.
- Use Organization Explorer to view an organizational chart, create or change the number of vacancies and create requisitions.
Module 11: Utilities
Microsoft Dynamics GP Human Resources provides various Utilities and Procedures to assist the user with tasks. Human Resources provides a way to ensure data integrity with the use of a Reconcile function. In addition, it provides the ability to archive employee and applicant records for those that are no longer active in an effort to maximize the efficiency of the system.
This chapter also explains the use of tools such as Compensation Management and Desk Accessories that assist the user in planning activities. Compensation Management helps to analyze and update employee compensation. Desk Accessories provides the means to update To Do Lists, create records of contact information and also provide a Notepad to keep notes in one place.
Lessons
- Reconcile Feature
- Archive Employee and Applicant Records
- Compensation Management
- Business Contact Information
- To Do List entries
Module 12: Appendix: Job Aids
This appendix provides high-level checklists, reports options and a quiz for the Human Resources module in Microsoft Dynamics GP.
Lessons
- Benefit Summary
- Check Register
- Company Benefits List
- Company Local Taxes List
- Deduction In Arrears Build Report
- Department Wage and Hour Report
- Detailed Employee List
- Direct Deposit Detail List
- Distribution Breakdown History Report
- Earnings Code List
- Earnings Register
- Employee Address List
- Employee Class List
- Employee Lists (Sorted numerous ways)
- Employee Pay History Report
- Employees Without Pay Codes List
- FICA Wage Report
- FUTA Summary
- Organization Reports
- Overtime Rate Adjustment Report
- Payroll Check History Report
- Payroll Check History Report
- Payroll Transaction History Report
- Payroll Vendor Setup
- Personnel List
- Position Summary
- Posting Accounts Report
- Quarterly 941 Preparation Report
- State Wage Report
- Supervisor Codes List
- Unemployment Rates List
- Vacation/Sick Time Accrual Register
- Workers’ Compensation Codes List
- Human Resources Quiz
Interested in learning more?