20 HR and Payroll Tips and Tricks

1. 20 HR and Payroll Tips and Tricks HP 17

2. Presenter • Landon RussellController,The Money Box Landon Russell is not an accountant, he just plays one at work. He has worked for The Money Box, a Texas-based company providing check cashing and related financial services, for over 28 years. He oversees the accounting and payroll departments as the company Controller (that sounds important, but it is just him and his assistant). His experience with Dynamics-GP goes all the way back to 1996.

3. Session Objective • Get more out of the HR/Payroll modules • Have a few “I didn’t know I could do that” moments • Become better at processing payroll

4. Agenda • Lots of tips and tricks • Some demonstrations

5. 20 HR and Payroll Tips and Tricks “Don’t be a Dynamics Zombie”by Mark Polino • Novice • Advanced Beginner • Competent • Proficient • Expert

6. 20 HR and Payroll Tips and Tricks Husband Wife What are HR and Payroll like?

7. 20 HR and Payroll Tips and Tricks • One of our employees showed a 401(k) deduction of $30.00 • Our company matches the 401(k) deduction dollar for dollar up to 10% • The employees’ match (benefit) showed zero dollars What happens when HR and Payroll don’t communicate?

8. 20 HR and Payroll Tips and Tricks • SmartList / SmartList Builder / SRS Reports – payroll and HR can make good use of these tools • Find menu (Ctrl-F) – search for text in a report • Show Details icon – more details on payroll entry screen

9. 20 HR and Payroll Tips and Tricks

10. 20 HR and Payroll Tips and Tricks • Customize the home page • NoPrintDialogs=TRUE(add to dex.ini to no longer show print dialog window)

11. 20 HR and Payroll Tips and Tricks • Employee Extra Fields window and Employee User Defined window – store additional information • Note icon on the Employee Maintenance screen – free-form note field to store even more information

12. 20 HR and Payroll Tips and Tricks • Payroll Mass Transaction Entry – allows for the same entry across multiple employees, classes, departments, etc • Manual Check Entry – Do you know how to use it? • Right-click (to Remove From List)

13. 20 HR and Payroll Tips and Tricks • PSTL (Professional Services Tools Library) – use Employee Modifier ($) to change Employee ID • Payroll Checklists – setup payroll procedures

14. 20 HR and Payroll Tips and Tricks • Human Resources Preferences window – LOTS of options, including Employee Filters • Change the Organizational Display – view by Code or Description • Retroactive Pay Management – easy way to add retro payments

15. 20 HR and Payroll Tips and Tricks • Internet Information window – store misc “internet” related information, possibly employee pictures • EmpLookup=X(change the sort order – 2 for Last Name, 3 for First Name, 4 for SSN)

16. 20 HR and Payroll Tips and Tricks • Advanced Lookups – add more ways to sort on the Additional Sorts menu • Numerous ways to sort on the employee lookup window • Clearing the payroll work tables – KB851664, with a Fix it wizard

17. 20 HR and Payroll Tips and Tricks • Attend the GPUG HR/Payroll SIG (Special Interest Group) monthly webinars

18. 20 HR and Payroll Tips and Tricks • Make friends with Terry Heley!

19. 20 HR and Payroll Tips and Tricks Q & A

20. Other HR/Payroll Sessions Hope you didn’t miss these . . . • HP05 – Payroll Garnishments Made Easy(Wednesday, 2:30 pm) • HP12 – Ask the Experts: HR/Payroll(Thursday, 1:30 pm) • HP13 – Dynamics GP Payroll and HR Toolbox(Thursday, 3 pm)

21. Contact Info • Landon Russelllandonr@themoneybox.net