Microsoft Dynamics AX 2012 US Payroll Overview

Joel HensleyDevelopment EngineerMicrosoft Corporation

BRK335

Brandon PotterSenior Program ManagerMicrosoft Corporation

Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.

Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Session Focus

Integration Points Basic SetupPayroll

Processing

Key Implementation

Tips

Accuracy & Flexibility

Tax Rate Compliance

IntegratedDate Effective

Manual OverridesPosition BasedGarnishments

Tax Rate Updates

Challenges

Timeliness

Features of AX2012 R2 PayrollUptake AX2012 functionalityUXSource document frameworkSecuritySSRSAccounting FrameworkBudget control

Position based payrollPay multiple position for a single employeeResponsible legal entity

Features of AX2012 R2 PayrollEarnings/Compensation integrationFixed compensationMid-period pay changesHourly, Piecework, Salary supportMass earnings creation with expanded scheduling, leave and salary controlWorking time calendars (per position)Employment leaveEarnings import service

Benefits and DeductionsSingle point of entry between HR and PayrollSupports multiple 401(k) plans, along with added support for 457, 403(b) and the Roth equivalentsEligibility/Date effective

Features of AX2012 R2 PayrollGarnishments support TrackingSequencingLimiting rules

Tax Levies supportTrackingSequencingLimiting rules

Benefit accrualsVacation, Sick…

Gross up payments

Features of AX2012 R2 PayrollDeduction arrearsFlexible frequency supportTax supportSupport for Federal, State, most local tax calculations

Human Resources IntegrationWorker (employee and contractor)Position based payFixed compensationBenefitsEmployment leaveEmployee Self Service- Pay statements

Process flowPayroll Administrator

Payroll Manager HR Assistant

Compensation and Benefits Manager

Pay period processing

Release earning statement lines

Edit earning statement lines

Reviewearnings

Enter manual earnings (exceptions)

Generate earning statements

Hold earning statement lines

Proc

ess

earn

ing

stat

emen

ts

Print/review benefit register report

Manual edits

Print/review tax register report

Submit for payment

Print/review payment register report

Print pay statements

Generate benefit vendor invoices

Generate pay statements

Post toGeneral Ledger

Proc

ess

pay

st

atem

ents

Hire worker

Configure position

Assign position

Assign fixed compensation plan

Enroll in benefits

Setup worker bank accounts

Configure worker taxes

Enter employee leave

Enroll in benefit accrual planC

onfig

ure

wor

kers

Define pay cycles and pay periods

Define Earning Codes

Define Benefits

Define benefit accrual plan

Define Schedules

Define tax regionsS

etup p

ayro

ll m

odule

demoAX 2012 Payroll

Scenario flow

Review earnings statement

•Manual edits

Earnings statement creation

Pay periodPay statement calculation

Setup and configuration

Review pay statement

•Earnings•Deductions & contributions•Taxes

Issue payments•Direct deposit•Checks

Post pay statements to general ledger

View pay statement from the Enterprise Portal

Related Sessions Microsoft Dynamics AX 2012 Human Resources – Getting started

Microsoft Dynamics AX 2012 Human Resources – Advanced capabilities

Microsoft Dynamics AX 2012 R2 Financial Foundations

Dynamics AX 2012 Accounts Receivable and Accounts Payable

Top tips from this sessions

Setup components are shared within a partitionMost module level setup is shared amongst all legal entities in a partitionWatch for LE lookups to setup LE specific configurationsMost setup components have legal entity specific setup such as financial configurationsSetup components are date effectiveMost setup components are date effective and apply based on the last day of the pay period with some exceptions, such as pay rates which apply dailyTo make date effective changes use Maintain VersionsFuture dated changes can be made using the Maintain Versions button on most formsThe earnings import service allows for custom integrationIntegration can be done with other time and attendance systems for ease of earnings entry

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.