Flex Your Payroll Muscle Using Benefits & Deductions

2. Flex Your Payroll Muscle Using Benefits & Deductions Amanda Blackwell Shawn Dorward UBGP04

3. Amanda Blackwell Accounting Operations Manager Southeastern Freight Lines, Inc.

4. Amanda BlackwellAccounting Operations Manager • 25 years experience in Accounting specializing in the area of Payroll and Human Resources management. • Joined Southeastern Freight Lines, Inc. in 2004 and currently in the role of Accounting Operations Manager. • Responsible for the development and migration to Dynamics GP for Payroll in 2009 for over 7,000 employees. • Manages/Supports all Dynamics GP for Payroll data integrity, upgrades, training and integrations.

5. Shawn Dorward Financial Systems Analyst Southeastern Freight Lines, Inc.

6. Shawn DorwardFinancial Systems Analyst • Nearly 15 years Dynamics GP experience • Supports his Payroll and HR teams from a technical and Procedural standpoint. • Greying the line between IT and Finance • Takes part in an “error free” strategy for employees by providing solutions that utilize best practices and maximizing the benefits of the system capabilities. • GP Administrator, including Security for All Dynamics GP Users • Manages Accounting for 3 Companies in Dynamics GP

7. Be Interactive… BE SOCIAL!! Use Twitter & Tag us! • Hash Tags: • #CONV13#FlexYourGPMuscle • #GPUG#MSDynGP • @ShawnMDorward • @AmandaBlackwel2

8. Sessions Goals/ObjectivesBe Interactive Identify Best Practices for Setting up Benefits & DeductionsEffectively Maintain an Employees Benefits & DeductionsMake changes, both individually and in bulkAddress some current challenges

9. Flex Your Payroll Muscle Guide • HR & PR Setup Options • Setup Benefit & Deduction Cards • EnrollEmployees in Benefits/Deductions • Make Changes in Bulk • Questions? Challenges? Comments?

10. HR & PR Setup Options • Payroll view for Human Resources • Where is it? • Microsoft Dynamics GP | Tools | Setup | System | User • What does it do? • When this option is marked, a “roll down” or “push to payroll” will occur. • Roll Downs happen silently (Automatically) or by user Prompt

11. HR & PR Setup Options • Roll Down Silently or via Prompt? • Where is it? • Microsoft Dynamics GP | Tools | Setup | Human Resources | Benefits and Deductions | Benefit Preferences • What does it do? • When this option is marked, the sync to payroll happens automatically, and without user interaction. • When the option is not marked, saving a benefit will trigger a user prompt

12. HR & PR Setup Options • Payroll view for Human Resources • Where is it? • Microsoft Dynamics GP | Tools | Setup | System | User • What does it do? • When this option is marked, a “roll down” or “push to payroll” will occur. • Roll Downs happen silently (Automatically) or by user Prompt • What if I don’t use it? • If you don’t use this option, your benefits and deductions will not be in sync. • Staying in Sync means manually setting up a Deduction or using the Reconcile Function

13. HR & PR Setup Options • Using the HR Reconcile Feature • Where is it? • Microsoft Dynamics GP | Tools | Utilities | Human Resources | Reconcile • What does it do? • Creates missing records to keep the two “sides” in sync. • Provides a Report of records that need attention. • Important!! • Should only be used after a backup is made • Only use in special circumstances like setting up HR for the first time after Payroll has been active • When in doubt… DON’T!

14. Flex Your Payroll Muscle Guide • HR & PR Setup Options • Setup Benefit & Deduction Cards #FlexYourGPMuscle

15. Flex Your Payroll Muscle Guide • HR & PR Setup Options • Setup Benefit & Deduction Cards #FlexYourGPMuscle

16. Benefit & Deduction Card Setup • Life Insurance • Where is it? • Microsoft Dynamics GP | Tools | Setup| Human Resources | Benefits & Deductions | Life Insurance • What does it do? • Used to create an aged-based or fixed amount life insurance benefit. • Define maximum coverage amounts. • Able to be continued after the employee leaves the company. • Premiums for an aged-based benefit change with the employee's age. (Updated Daily)

17. Life Insurance Benefit Setup

18. Benefit & Deduction Card Setup • Life Insurance • Health Insurance

19. Benefit & Deduction Card Setup • Health Insurance • Where is it? • Microsoft Dynamics GP | Tools | Setup| Human Resources | Benefits & Deductions | Health Insurance • What does it do? • Used to enter and maintain health insurance benefit records. The plans set up in this window can be used as default entries for setting up employee benefits. • This window can be used for applying changes to employee benefit cards. • Can be included in employee classes. • Can include: medical insurance, dental insurance and vision insurance.

20. Health Insurance Benefit Setup

21. Benefit & Deduction Card Setup • Life Insurance • Health Insurance • Retirement Plans

22. Benefit & Deduction Card Setup • Retirement Plans • Where is it? • Microsoft Dynamics GP | Tools | Setup| Human Resources | Benefits & Deductions | Retirement Plans • What does it do? • Used to set up a retirement plan. • Setup based on percentage of wages • Enter the employee match percent and maximum match amounts.

23. Retirement Plan Benefit Setup

24. Benefit & Deduction Card Setup • Life Insurance • Health Insurance • Retirement Plans • Miscellaneous Benefits • Garnishments, Donations, etc.

25. Benefit & Deduction Card Setup • Miscellaneous Benefits • Where is it? • Microsoft Dynamics GP | Tools | Setup| Human Resources | Benefits & Deductions | Miscellaneous Benefit • What does it do? • Used to set up a miscellaneous benefit. • A miscellaneous benefit can be a benefit, a deduction, or both a benefit and a deduction. For example, a parking allowance might be a benefit, union dues might be a deduction, and a donation to a charity with matching funds from the employer might be both a benefit and a deduction.

26. HR – Benefits – Miscellaneous Benefits

27. Benefit & Deduction Card Setup • Life Insurance • Health Insurance • Retirement Plans • Miscellaneous Benefits • Garnishments, Donations, etc.

28. Flex Your Payroll Muscle Guide • HR & PR Setup Options • Setup Benefit & Deduction Cards • Enroll Employees in Benefits/Deductions #FlexYourGPMuscle

29. Associating with Employee Record • Life Insurance

30. Associating with Employee Record • Life Insurance • Where is it? • HR & Payroll | Card | Human Resources | Employee – Benefits | Life Insurance

31. Adding Life Insurance Benefit/Deduction

32. Associating with Employee Record • Life Insurance • Health Insurance

33. Associating with Employee Record • Health Insurance • Where is it? • HR & Payroll | Card | Human Resources | Employee – Benefits | Health Insurance

34. Adding Health Insurance Benefit/Deduction

35. Associating with Employee Record • Life Insurance • Health Insurance • Retirement Plan

36. Associating with Employee Record • Retirement Plans • Where is it? • HR & Payroll | Card | Human Resources | Employee – Benefits | Retirement Plans

37. Adding Retirement Plan Benefit/Deduction

38. Associating with Employee Record • Life Insurance • Health Insurance • Retirement Plan • Miscellaneous Benefits • Garnishments, Donations, etc.

39. Associating with Employee Record • Miscellaneous Benefits • Where is it? • HR & Payroll | Card | Human Resources | Employee – Benefits | Miscellaneous Benefits

40. Adding Miscellaneous Benefit/Deduction

41. Flex Your Payroll Muscle Guide • HR & PR Setup Options • Setup Benefit & Deduction Cards • Enroll Employees in Benefits/Deductions • Make Changes in Bulk #FlexYourGPMuscle

42. Making Changes in Bulk • Make the change on the Card, not each employee • When bulk changes are needed, go the benefit card and make the change • When saving, a prompt will be given • What does it do? • Saying yes takes the changes you have made to the card, and applies them to all Active Employee records that use this card. • If you choose no, the changes won’t be applied to existing records, however, when a new record is created, it will use the new settings from the card.

43. Flex Your Payroll Muscle Guide • HR & PR Setup Options • Setup Benefit & Deduction Cards • Enroll Employees in Benefits/Deductions • Make Changes in Bulk

44. Questions? Challenges? Comments? #FlexYourGPMuscle

45. Please Don’t Forget to fill out Evaluations! #FlexYourGPMuscle

46. Thank You! DynamicsMD.com Email: Amanda.Blackwell@sefl.com Twitter: @AmandaBlackwel2 Email: Shawn.Dorward@sefl.com Twitter: @ShawnMDorward Amanda Blackwell Shawn Dorward Round Table @ 3:00 pm Expo Hall HR & PR: Ask your Peers – Wednesday @ 11:00 am & 5:00 pm