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Microsoft Dynamics GP 10.0 - Human Resources

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Prerequisites:

1. Working Knowledge Of Microsoft Dynamics GP.

2. Basic Understanding Of Human Resources.

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Training Type: Class Room

Duration: 20 Hours

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Course Outline:

Topic

Sub Topic

Duration

Human Resources

  • System and Company Setup
  • Other Human Resources Setup
  • Applicants
  • Employee Maintenance
  • Employee Attendance
  • Employee Benefits
  • Employee Assets and Development
  • Employee Performance
  • Employee History
  • Inquiries, Reports and Organization Explorer
  • Utilities

20 Hours

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(+)
Course in Detail:

Topic I: Human Resources

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.

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.

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.

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.

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.

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.

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 employer's to track relevant information about their employees and their endeavors to further educate themselves.

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.

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.

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.

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.

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.

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