Microsoft Dynamics GP 10.0 Human Resources (8885A)

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Vendor: 
Microsoft
Subject: 
ERP
Overview: 

This comprehensive course provides you with an in-depth view of the extensive functionality contained within the Human Resources application. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR application and its capabilities.

The course covers the setup of the Human Resources module. It covers Employee maintenance and recordkeeping in Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The class also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes.

Course Contents: 

Chapter 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.

Main Topics

  • Employee Number Setup
  • User Setup
  • Human Resources User Preferences
  • Human Resource Preferences
  • Organizational Structure
  • Benefit Setup

    Labs

  • Health Insurance Setup
  • Life Insurance Setup
  • Retirement Plans Setup

    After completing this chapter, students should be able to:

  • Understand the system and user preferences available for Human Resources.
  • Understand the various components within Microsoft Dynamics GP Human Resources that define the organizational structure.
  • Define benefit preferences for FMLA and COBRA and then set up various types of benefits, such as garnishments, health insurance, life insurance, retirement plans and other miscellaneous benefits.

    Chapter 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.

    Main Topics

  • Interviews
  • Skills, Skill Sets and Tests
  • Orientation and Termination Checklists
  • Training Courses and Classes
  • Extra Fields and user-Defined Fields Setup
  • Review Policy Setup
  • Creating a Property Item Record

    Main Topics

  • Interviews
  • Skills, Skill Sets and Tests Setup
  • Defining the Employee User Defined window
  • Review Policy Setup
  • Creating a Property Item Record

    After completing this chapter, students should be able to:

  • Create Interview forms based on position or other variables.
  • Define, understand and setup a skill, a skill set and a test within the Microsoft Dynamics GP environment.
  • Set up checklists to guide Human Resources employees through the Orientation and Termination processes.
  • Understand the difference between a course and a class when dealing with Training in Microsoft Dynamics GP Human Resources and be able to set up both.
  • Link skills to a class so that they can be added to an employee's skill record.
  • Set up Extra Fields for both Applicant and Employee related windows.
  • Set up Review Policies to create the forms necessary to administer employee reviews.
  • Set up Property records to track the issuance and return of company property such as keys, tools or computers.

    Chapter 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.

    Main Topics

  • Requisitions and Applicant Costs
  • Applicant Entry
  • Applicant Background
  • Applicant Skills and Tests
  • Interviews, Offers and Hiring

    Main Topics

  • Adding a Requisition
  • Adding an Applicant Record
  • Adding an Interview Record

    Adding an Offer

  • Hiring an Applicant

    After completing this chapter, students should be able to:

  • Add a requisition and learn how to view applicants that have applied and the related costs.
  • Add information into the Applicant Entry window using the Extra Fields and User Defined window options.
  • Enter information about an applicant's education, work history and references.
  • Enter and retrieve information about an applicant's skills, proficiencies and any related comments.
  • Perform skills query and sub-query to extract data from the applicant pool.
  • Enter interview information, make an offer and hire the applicant of choice.

    Chapter 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.

    Main Topics

  • Adding An Employee I-9 Record
  • Creating An Employee Record
  • Changing An Employee's Position and Creating An Additional Position Record For An Employee
  • Creating Additional information Records
  • Adding An Employee Address Record
  • Adding An Employee Human Resources Record
  • Adding An Employee Contact Record
  • Adding An Employee Dependent Record
  • Property Records
  • Union Records
  • Employee Extra Fields And User-Defined Fields
  • Employee Pay Code Maintenance
  • Pay Steps Maintenance

    Labs

  • Adding an Employee I-9 Record
  • Adding an Employee Dependent Record
  • Assigning a Property Item to an Employee

    After completing this chapter, students should be able to:

  • Add an I-9 form and enter the verification data needed to support citizenship or immigration status.
  • Enter an employee record for a new employee and change the employee record to reflect the current employee information.
  • Create an Additional Position for an employee.
  • Enter an employee additional information record for a new employee or modify the record to reflect the current employee information.
  • Create additional address records including phone numbers and Internet information.
  • Set up additional Human Resources information such as ethnicity, gender, Vets-100 and information about the spouse.
  • Create employee contact information in the case of an emergency.
  • Set up employee dependent information to use in the Benefit subsystem.
  • Assign property to an employee.
  • Assign union information to an employee.
  • Enter data for extra fields or for user-define windows per employee.
  • Assign pay codes to an employee.
  • Assign Pay Step Table to an employee and activate post-dated pay rates.

    Chapter 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.

    Main Topics

  • Attendance Setup
  • Employee Maintenance and Summary
  • Attendance Transactions
  • Vacation Planning

    Labs

  • Setting Up Attendance
  • Accrual Period Setup
  • Setting up Accruals
  • Setting up an Accrual Schedule
  • Setting up a Time Code
  • Adding an Employee Attendance Maintenance Record
  • Using Human Resources - Attendance Transactions
  • Vacation Planning

    After completing this chapter, students should be able to:

  • Set up Attendance including accrual periods, accruals, accrual schedules and time codes to account for benefit time using the attendance feature in Microsoft Dynamics GP Human Resources.
  • Assign time codes to employees using the Employee Attendance Maintenance window.
  • View employee time used and time available using the Employee Attendance Summary window.
  • Use the Attendance Transaction Entry window to enter transactions for Hours Used and for Hours Available adjustments.
  • Create Absence Entry records to update the vacation calendar for planned absences in the future.

    Chapter 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.

    Main Topics

  • Benefit Enrollment
  • Deduction and Benefit Records
  • Family and Medical Leave Act (FMLA)
  • COBRA
  • Benefit Summary and History
  • Total Compensation

    Labs

  • Enrolling an Employee in a Health Insurance Plan
  • Enrolling an Employee in a Life Insurance Plan
  • Enrolling an Employee in a Retirement Plan
  • Enrolling an Employee in a Miscellaneous Plan

    After completing this chapter, students should be able to:

  • Enroll employees in health, life, retirement and other miscellaneous benefits.
  • Initiate FLMA leave and track insurance premiums due and those paid.
  • Initiate COBRA coverage by notifying an employee of his or her rights, recording the election and tracking the monthly payments made.
  • Use the Benefits Summary window to view benefits and to view benefit history where historical records are maintained.
  • Use the Total Compensation/Benefit Summary window to gather data to provide a report to employees about the value of their benefits.

    Chapter 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.

    Main Topics

  • Employee Education
  • Employee Skills and Test
  • Employee Orientation
  • Employee Training

    Labs

  • Assigning Skills to an Employee Record
  • Querying Employee Skills
  • Creating an Employee Test Record

    After completing this chapter, students should be able to:

  • Assign education records to an employee.
  • Assign skills, skill sets and test records to an employee.
  • Assign an orientation checklist to an employee and maintain the progress of the orientation process.
  • Learn to add or remove individual or groups of employees to a training class.

    Chapter 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.

    Main Topics

  • Employee Discipline
  • Employee Grievances
  • Employee Reviews
  • Employee Injury and Illness

    Labs

  • Employee Discipline
  • Employee Review

    After completing this chapter, students should be able to:

  • Create records for employee disciplinary actions using either a points system or progressive discipline.
  • Record an employee grievance and record the steps as the follow-up to the grievance that occurs.
  • Add employee review records with written information and numerical scoring.
  • Record critical information for meeting OSHA and organizational safety standards about job-related injuries and illnesses enabling the generation of OSHA reports and logs.

    Chapter 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.

    Main Topics

  • Employee Earnings and Position History
  • Employee Transfers
  • Employee Termination

    After completing this chapter, students should be able to:

  • Know what can be added, changed, viewed or deleted in the employee Earnings History and Position History records.
  • Input and track employee transfer requests for a different position.
  • Create a termination record for an employee and record information from an exit interview.

    Chapter 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.

    Main Topics

  • Inquiries
  • Reports
  • Organization Explorer

    Labs

  • Reports

    After completing this chapter, students should be able to:

  • View and print information from various inquiry windows available using Microsoft Dynamics GP Human Resources.
  • Learn to create report options, determine report destination and formats and print reports.
  • Use Organization Explorer to view an organizational chart, create or change the number of vacancies and create requisitions.

    Chapter 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.

    Main Topics

  • Reconcile Feature
  • Archive Employee and Applicant Records
  • Compensation Management
  • Business Contact Information

    To Do List entries

    After completing this chapter, students should be able to:

  • Reconcile Human Resources employee records.
  • Archive applicant and employee records for future use.
  • View the impact of wages changes for groups of employees using the Compensation management tool.
  • Create To Do List and Notepad entries.
    • Prerequisites: 

    None

    Benefits: 

    After completing this course, students should be able to:

  • Understand the global and system setups needed to effectively use the Human Resources module.
  • Set up the Human Resources Benefit and Deduction system.
  • Set up Attendance including time codes and accruals and how they are attached to employees.
  • Assign methods to calculate vacation and sick time for employees.
  • Use Human Resource Employee windows and be familiar with how they can be used to track necessary data about employees.
  • Use the Applicant system to better suit organizational needs.
  • Use miscellaneous Human Resources tools such as To-Do Lists and Compensation Management.
  • Create Human Resources report options and produce desired reports.
    • Audience: 

    The class is targeted toward administrators, implementers, consultants and end-users who need to understand the technical aspects of using Microsoft Dynamics Human Resources and want to gain the ability to manage employee and applicant information.

    Materials Available: 
    Yes
    Duration: 
    16 hours
    For more information on Microsoft Dynamics GP 10.0 Human Resources (8885A) please feel free to contact us online or call us at 416-513-1535.