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February 21, 2019

HR & Payroll Features You May Not Know

Dynamics GP

To Receive CPE Credit• Individuals

Participate in entire webinar

Answer polls when they are provided

• Groups

Group leader is the person who registered & logged on to the webinar

Answer polls when they are provided

Complete group attendance form

Group leader sign bottom of form

Submit group attendance form to training@bkd.com within 24 hours of webinar

• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar

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INTRODUCTIONS Charles Allen Senior Managing Consultant• Currently in 28th year of

consulting • 10-time Microsoft MVP • Holds Advanced

DynamicsPro credential

AGENDA • Introduction • HR User Preferences• Secondary Status• Garnishments• Arrears Tracking• Payroll Accruals• Payroll Code Modifier• Mass Update• Employment History • Compensation Management• Deduction/Benefit Shared Limits• Bonus• Q&A

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HR User Preferences

• Changes how you view codes on the Employee Maintenance window

• Microsoft Dynamics GP menu button >> User Preferences >> HR

SECONDARY STATUS

• HR & Payroll Area Page >> Setup >> Payroll >> Secondary Status

• Used on Employee Maintenance window

• Tracks additional information about employees

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GARNISHMENTS • Enables you to calculate garnishments based on state & federal rules

• Setup options for Garnishment Maximum & Earnings

• Deduction code options for Garnishment • Five types Support Order Vendor Tax Levy Bankruptcy Other

Arrears Tracking

• Used to track deductions that could not be withheld due to lack of wages or other reasons

• Set up on the Deduction Code Setup window

• Three options• Allow Arrears• Mandatory Deductions• Collect When Possible

• Used with Mandatory Arrears & Arrears Transactions

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PAYROLL ACCRUALS

• Used to create journal entries for estimating payroll amounts for cross-period payrolls

• It is a Go Forward estimation

• Requires Labor Accrual Accounts (HR & Payroll Area Page >> Setup >> Payroll >> Labor Accrual Accounts)

• Utilizes the Payroll Accruals window (HR & Payroll Area Page >> Transactions >> Payroll >> Payroll Accruals)

PAYROLL CODE MODIFIER

• Enables you to change codes Pay Codes Deduction Codes Benefit Codes Department Codes

• Go to Utilities >> Payroll >> Payroll Code Modifier

• Does NOT change HR codes

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MASS UPDATE

• Payroll utility used to update data for groups of employees

• Changes multiple types of items Pay Rates Deduction/Benefit Amounts Vacation/Sick Time Accrual Amounts Vacation/Sick Time Hours Per Year Vacation/Sick Time Available

• Only works with Payroll data

• Utilities >> Payroll >> Mass Update

Employment History

• New window added to GP 2018 for tracking employee hires & terminations

• Found by going to Employee Maintenance >> Go To >> Payroll >> Employment History

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COMPENSATION MANAGEMENT

HR Utility used to maintain employee pay rates for groups of employees

Will create records in the Earnings History window

Will affect codes based on the code being updated

Utilities >> Human Resources >> Compensation Management

DED/BEN SHARED LIMITS

• Feature in GP 2018 R2 to facilitate working with multiple retirement plans

• Based on a Calendar Year maximum

• Prevents over-deducting from the two plans

• Setup >> Payroll >> Ded/Ben Shared Limits

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That’s 10 Features!

BONUS ROUND!

• Start & End Dates for Pay Codes

• New feature in GP 2018 R2

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Time for Some Q&A

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered

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CPE CREDIT

• CPE credit will be awarded upon verification of participant attendance

• For questions, concerns or comments regarding CPE credit, please email BKD Learning & Development Department at training@bkd.com

Thank You!Charles Allen, Senior Managing Consultant

713.499.4629 | callen@bkd.com

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