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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
© 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
© Integrity Data 2016. All rights reserved
Welcome & Introduction
3
© Integrity Data 2016. All rights reserved
Integrity Data’s leadership in
human capital management for 20 years
More than 8,000 organizations worldwide use our technology to improve businesses
processes, specifically for payroll
4
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
PARTNER
20 YEARS!
© Integrity Data 2016. All rights reserved
HR & Payroll 2015 New Features
5
© Integrity Data 2016. All rights reserved.
© Integrity Data 2016. All rights reserved6
SelfServiceAdditionsinGP2015
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.
© Integrity Data 2016. All rights reserved7
GP2015HumanResourcesWorkflows
Pending Approval Navigation List for HR and Payroll
Dynamics 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 Paystubs
GP2015 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 Maintenance
In 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 Window
The 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.
© Integrity Data 2016. All rights reserved
HR & Payroll 2016 New Features
8
© Integrity Data 2016. All rights reserved.
© Integrity Data 2016. All rights reserved9
PayrollPostingAccountsSetupEnhancements
© Integrity Data 2016. All rights reserved10
PayrollPostingAccountsSetupEnhancements(Cont.)
© Integrity Data 2016. All rights reserved11
RemoveinactivePayCodesfromPayrollTransactionEntry
© Integrity Data 2016. All rights reserved12
EmployeeSelfService-HumanResourceAttendanceTimeAvailableView
© Integrity Data 2016. All rights reserved13
EmployeeSelfService-ManagerscanViewEmployeeAvailableTime
© Integrity Data 2016. All rights reserved
HR & Payroll 2018 New Features
14
© Integrity Data 2016. All rights reserved.
© Integrity Data 2016. All rights reserved15
TurnoffGarnishmentDetailandSummaryreportswhenpostingpayroll
© Integrity Data 2016. All rights reserved16
OptiontoRollDownPayrollSetupOptionstoInactiveRecords
Works with Pay Code, Deduction or Benefit.
© Integrity Data 2016. All rights reserved17
OptiontomodifyDepartmentCodeinadditiontoPay,BenefitandDeduction
© Integrity Data 2016. All rights reserved18
RestrictInactiverecordsinyourPayrollMasterlookupwindows
© Integrity Data 2016. All rights reserved19
ReprintDistributionDetailandSummaryreports
© Integrity Data 2016. All rights reserved20
AdvancedHumanResourceWellnessandHealthInsuranceIntegration
To access the Setup of the discount, from the Setup Navigation, Expand Human Resources, click
Health and Wellness and choose Codes (Right Screen shot)
© Integrity Data 2016. All rights reserved
Resources
21
© Integrity Data 2016. All rights reserved.
© Integrity Data 2016. All rights reserved
integrity-data.com/software/comprehensive-leave-manager/
22
Read our
blog
Watch
videos
Customer
stories
Check the ROI
for YOU
Download
software
Download
documentation
Follow us
© Integrity Data 2016. All rights reserved23
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
© Integrity Data 2016. All rights reserved
Thank you
integrity-data.com/
@IntegrityData
Learn more
24
Contact us
888.786.6162
sales@integrity-data.com
Keith Schmidt
Senior Customer Care Representative / Consultant
Keith Schmidt
kschmidt@integrity-data.com
© 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/
© Integrity Data 2016. All rights reserved

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Microsoft Dynamics GP Payroll Enhancements for GP 2015, 2016 and 2018

  • 1. © Integrity Data 2016. All rights reserved Microsoft Dynamics GP Payroll & HR Enhancements Keith Schmidt Senior Customer Care Representative / Consultant February 20, 2018
  • 2. © 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
  • 3. © Integrity Data 2016. All rights reserved Welcome & Introduction 3
  • 4. © Integrity Data 2016. All rights reserved Integrity Data’s leadership in human capital management for 20 years More than 8,000 organizations worldwide use our technology to improve businesses processes, specifically for payroll 4 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 PARTNER 20 YEARS!
  • 5. © Integrity Data 2016. All rights reserved HR & Payroll 2015 New Features 5 © Integrity Data 2016. All rights reserved.
  • 6. © Integrity Data 2016. All rights reserved6 SelfServiceAdditionsinGP2015 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.
  • 7. © Integrity Data 2016. All rights reserved7 GP2015HumanResourcesWorkflows Pending Approval Navigation List for HR and Payroll Dynamics 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 Paystubs GP2015 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 Maintenance In 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 Window The 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.
  • 8. © Integrity Data 2016. All rights reserved HR & Payroll 2016 New Features 8 © Integrity Data 2016. All rights reserved.
  • 9. © Integrity Data 2016. All rights reserved9 PayrollPostingAccountsSetupEnhancements
  • 10. © Integrity Data 2016. All rights reserved10 PayrollPostingAccountsSetupEnhancements(Cont.)
  • 11. © Integrity Data 2016. All rights reserved11 RemoveinactivePayCodesfromPayrollTransactionEntry
  • 12. © Integrity Data 2016. All rights reserved12 EmployeeSelfService-HumanResourceAttendanceTimeAvailableView
  • 13. © Integrity Data 2016. All rights reserved13 EmployeeSelfService-ManagerscanViewEmployeeAvailableTime
  • 14. © Integrity Data 2016. All rights reserved HR & Payroll 2018 New Features 14 © Integrity Data 2016. All rights reserved.
  • 15. © Integrity Data 2016. All rights reserved15 TurnoffGarnishmentDetailandSummaryreportswhenpostingpayroll
  • 16. © Integrity Data 2016. All rights reserved16 OptiontoRollDownPayrollSetupOptionstoInactiveRecords Works with Pay Code, Deduction or Benefit.
  • 17. © Integrity Data 2016. All rights reserved17 OptiontomodifyDepartmentCodeinadditiontoPay,BenefitandDeduction
  • 18. © Integrity Data 2016. All rights reserved18 RestrictInactiverecordsinyourPayrollMasterlookupwindows
  • 19. © Integrity Data 2016. All rights reserved19 ReprintDistributionDetailandSummaryreports
  • 20. © Integrity Data 2016. All rights reserved20 AdvancedHumanResourceWellnessandHealthInsuranceIntegration To access the Setup of the discount, from the Setup Navigation, Expand Human Resources, click Health and Wellness and choose Codes (Right Screen shot)
  • 21. © Integrity Data 2016. All rights reserved Resources 21 © Integrity Data 2016. All rights reserved.
  • 22. © Integrity Data 2016. All rights reserved integrity-data.com/software/comprehensive-leave-manager/ 22 Read our blog Watch videos Customer stories Check the ROI for YOU Download software Download documentation Follow us
  • 23. © Integrity Data 2016. All rights reserved23 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
  • 24. © Integrity Data 2016. All rights reserved Thank you integrity-data.com/ @IntegrityData Learn more 24 Contact us 888.786.6162 sales@integrity-data.com Keith Schmidt Senior Customer Care Representative / Consultant Keith Schmidt kschmidt@integrity-data.com
  • 25. © 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/
  • 26. © Integrity Data 2016. All rights reserved