[Note-Microsoft Dynamics GP – All versions available]

COURSE DESCRIPTION
This course provides an in-depth view of the extensive functionality contained within the Payroll application. Besides learning the functionality, this course also explains tips and techniques that can help make an implementation successful and gain a more thorough understanding of the Payroll application and its capabilities.

The course covers the setup of the Payroll module. It covers the setup windows that are necessary to complete to start using Payroll and the processing of Payroll checks, including information on using Direct Deposit. It also focuses on the options available to maintain and retrieve key Payroll data. Closing periods, quarters and the year-end is also covered in this course.

WHO SHOULD ATTEND
Customers and partners wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics GP Payroll. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Payroll and gain foundational knowledge of the application functionality.

WHAT YOU’LL LEARN

• Use the Payroll Setup windows to customize the application to their organizational needs.
• Understand the benefits of using employee classes.
• Set up tax information for federal, state and local taxes for employees in Payroll.
• Create pay codes, deduction codes, benefit codes and other employee related information used to calculate Payroll checks.
• Assign methods to calculate vacation and sick time for employees.
• Build and calculate checks.
• Generate and void Payroll checks for employees.
• Use inquiries to access Payroll information.
• Create Payroll report options and produce desired reports.
• Print numerous other Payroll documents such as Advice Slips, 1099Rs and others.
• Use Direct Deposit instead of generating checks for certain employees.
• Close periods and quarters in Payroll.
• Close the Payroll year and prepare the system for the next year.
• Print W-2 forms for employees.

---

 

COURSE OUTLINE

Company and Organizational Setup Procedures

• Features and Benefits
• Setting Up Payroll
• Setting Up Organizational Codes
• Payroll Direct Deposit Setup
• ACH File Setup
• ACH Header and Footer Setup
• Setting Up Payroll Integration to Payables Management

Payroll Records Setup

• Setting Up Pay Codes and Types
• Setting Up Pay Codes For Tips
• Setting Up Shift Codes
• Setting Up Overtime Rate Manager
• Setting Up Deductions and Benefits
• Setting Up A Standard Deduction
• Setting Up A Garnishment
• Setting Up Earnings Codes
• Setting Up Maximum Garnishment Rules
• Setting Up A Company-Level Deduction Sequence
• Setting Up Deduction In Arrears
• Setting Up A Benefit
• Setting Up Taxes And Compensation Codes
• Setting Up Workers’ Compensation Codes
• Setting Up A Local Tax
• Setting Up State And Federal Unemployment Taxes
• Setting Up An Unemployment Tax
• Setting Up Federal And State Tax Identification Numbers
• Setting Up Employee Classes
• Setting Up A New Employee Class

Employee Setup

• Employee Records
• Employee Additional Information
• Employee Vacation/Sick Time
• Employee Tax Maintenance
• Employee State Tax Maintenance
• Employee Local Tax Maintenance
• Employee Quick Assign
• Employee Pay Code Maintenance
• Employee Pay Code Options
• Post-Dated Pay Rates
• Employee Deduction and Benefit Maintenance
• Employee Standard Deduction Maintenance
• Employee Garnishment Deduction Maintenance
• Deduction Sequence
• Employee Benefit Maintenance
• Employee Direct Deposit Maintenance
• Arrears Transactions
• Arrears Transactions Activity
• Delete or Inactivate Employee Records
• Reactivate Employee Records
• Delete or Inactivate Payroll Codes
• Change Employee Records
• Change Setup Records
• Employee Maintenance
• Employee Tax Maintenance
• Employee Pay Code Maintenance
• Employee Modifying A Pay Rate

Daily Procedures

• Activate Post-Dated Pay Rates
• Payroll Batch Entry
• Payroll Mass Transaction Entry
• Payroll Transaction Entry
• Creating Employee Retroactive Pay Transactions
• Make A Backup
• Build Payroll Checks
• Calculate Checks
• Make A Backup
• Print Checks
• Generate ACH File
• Mandatory Arrears
• Void Checks
• Payroll Manual Check / Adjustment Entry

Inquiries and Reports

• Retrieve Information
• Employee Inquiries
• Payroll Record Inquiries
• Payroll Reports
• Payroll Direct Deposit Reports

Payroll Utilities

• Reconcile
• Mass Update Employee Records
• Calculating Net-To-Gross Wages
• Remove Payroll History
• Remove Employee Summary Information
• Remove Inactive Records
• Remove Year-end Information
• Remove Distributions
• Tax Utilities

Period, Quarter and Year-End Procedures

• Payroll Checklists
• Period-End Procedures
• Government Forms and Report

Interested in learning more?