Flex Your Payroll Muscle Using Benefits & Deductions

March 18-21, 2013New Orleans

Hosted by

Flex Your Payroll Muscle Using Benefits & DeductionsAmanda BlackwellShawn Dorward

UBGP04

Hosted by

Amanda Blackwell

Accounting Operations ManagerSoutheastern Freight Lines, Inc.

• 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.

Amanda BlackwellAccounting Operations Manager

Hosted by

Shawn Dorward

Financial Systems AnalystSoutheastern Freight Lines, Inc.

• 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

Shawn DorwardFinancial Systems Analyst

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• 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

• HR & PR Setup Options• Setup Benefit & Deduction Cards• Enroll Employees in Benefits/Deductions• Make Changes in Bulk• Questions? Challenges? Comments?

Flex Your Payroll Muscle Guide

• 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

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


• 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


• 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!


HR & PR Setup Options• Setup Benefit & Deduction Cards


#FlexYourGPMuscle

• 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)

Benefit & Deduction Card Setup

Life Insurance Benefit Setup

Life Insurance• Health Insurance


• 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.


Health Insurance Benefit Setup

Life InsuranceHealth Insurance• Retirement Plans


• 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.


Retirement Plan Benefit Setup

Life InsuranceHealth InsuranceRetirement Plans• Miscellaneous Benefits• Garnishments, Donations, etc.


• 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.


HR – Benefits – Miscellaneous Benefits

Life InsuranceHealth InsuranceRetirement PlansMiscellaneous Benefits• Garnishments, Donations, etc.


HR & PR Setup OptionsSetup Benefit & Deduction Cards• Enroll Employees in Benefits/Deductions


#FlexYourGPMuscle

• Life Insurance

Associating with Employee Record

• Life Insurance• Where is it?• HR & Payroll | Card | Human Resources | Employee – Benefits | Life Insurance


Adding Life Insurance Benefit/Deduction

Life Insurance• Health Insurance


• Health Insurance• Where is it?• HR & Payroll | Card | Human Resources | Employee – Benefits | Health Insurance


Adding Health Insurance Benefit/Deduction

Life InsuranceHealth Insurance• Retirement Plan


• Retirement Plans• Where is it?• HR & Payroll | Card | Human Resources | Employee – Benefits | Retirement Plans


Adding Retirement Plan Benefit/Deduction

Life InsuranceHealth InsuranceRetirement Plan• Miscellaneous Benefits• Garnishments, Donations, etc.


• Miscellaneous Benefits• Where is it?• HR & Payroll | Card | Human Resources | Employee – Benefits | Miscellaneous

Benefits


Adding Miscellaneous Benefit/Deduction

HR & PR Setup OptionsSetup Benefit & Deduction CardsEnroll Employees in Benefits/Deductions• Make Changes in Bulk


#FlexYourGPMuscle

• 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.

Making Changes in Bulk

HR & PR Setup OptionsSetup Benefit & Deduction CardsEnroll Employees in Benefits/DeductionsMake Changes in Bulk


Questions? Challenges? Comments?

#FlexYourGPMuscle

#FlexYourGPMuscle

Please Don’t Forget to fill out Evaluations!

Thank You!Email: [email protected]: @AmandaBlackwel2

Email: [email protected]: @ShawnMDorward

Amanda Blackwell

Shawn Dorward

DynamicsMD.com

Round Table @ 3:00 pm Expo HallHR & PR: Ask your Peers – Wednesday @ 11:00 am & 5:00 pm

Flex Your Payroll Muscle Using Benefits & Deductions

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