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Solomon

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Great Plains 8.0 Human Resources and Payroll
Course Description


Introduction
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This comprehensive course will provide you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. 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 and Payroll applications and its capabilities.

Course Objectives:

  • Effectively use the Payroll Setup windows to customize the application to your organizational needs
  • Understand the available global setups that are available in Human Resources
  • Set up the Human Resources Benefit and Deduction system and its integration to Payroll
  • Set up Attendance including time codes and accruals and how they are attached to employees
  • Create pay codes, deduction codes, benefit codes, taxes and other employee related items used to calculate Payroll checks
  • Assign methods to calculate vacation and sick time for employees
  • Process, generate and void Payroll checks for employees
  • Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees
  • Use the Applicant system to better suit your organizational needs
  • Use miscellaneous Payroll and Human Resources tools such as Payroll Gross Up, To-Do Lists and Compensation Management
  • Create Human Resources and Payroll report options and produce desired reports
  • Print numerous other Payroll documents such as I-9's, 1099R's and others
  • Use Direct Deposit instead of generating checks for certain employees
  • Close the Payroll year and prepare the system for the next year
  • Print W-2 forms for employees

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Course Outline

Lesson 1: Introduction

  • Payroll Features and Benefits
  • Human Resources Features and Benefits
  • Integration

Lesson 2: Global Setup

  • User Setup
  • Payroll View for Human Resources
  • Human Resources Preferences
  • Employee Filters/Security
  • User Preferences
  • Reconcile

Lesson 3: Organization and Payroll Setup Procedures

  • Extra Fields Setup window
  • Payroll Setup window
  • Division & Department Setup
  • Creating Salary Matrixes
  • Position Setup
  • Creating and Assigning Supervisors
  • Creating Pay Code, Benefit, and Deduction Records
  • Tax Setups
  • Tiered Deductions
  • Sequencing Deductions
  • Assigning Posting Accounts
  • Post-Dated Pay Codes
  • Direct Deposit Setup
  • Employee Maintenance window
  • Benefit/Deduction Enrollment
  • COBRA (Consolidated Omnibus Reconciliation Act)
  • FMLA-(Family Medical Leave Act)
  • Entering Beginning Payroll Balances
  • Setup Reports

Lesson 4: Daily Procedures

  • Payroll Batch Entry
  • Entering Payroll Transactions
  • Mass Transaction Entry
  • Building Checks
  • Calculating Checks
  • Printing Checks
  • Direct Deposit functionality
  • Posting
  • Entering Manual Checks
  • Troubleshooting printing problems

Lesson 5: Maintaining Records

  • Voiding Checks
  • Deleting Employee Records
  • Inactivating/Reactivating Employee Records
  • Deleting Employee Pay, Benefit or Deduction Codes
  • Employee Mass Updates
  • Payroll Gross Up Tool
  • Removing History
  • Reconcile routine
  • Using Inquiries
  • Reports
  • Report Groups

Lesson 6: Period-end, Quarter-end, & Year-end Procedures

  • Period-end Payroll Reports
  • Posting Tax Liabilities
  • Closing Fiscal Periods
  • Quarter-end Payroll Reports
  • Printing a 941 Preparation Report
  • Creating the Year-end File
  • Editing W2 & 1099R Information
  • Printing W2's and 1099R's
  • Additional Year-end Steps & Routines
  • Archiving Inactive Employee Human Resources Information

Lesson 7: Employee

  • Orientation Setup/Checklists
  • Property Setup
  • Review Policies Setup
  • Skills Setup
  • Skill Sets Setup
  • Termination/Checklist
  • Employee Tests
  • Training Course & Class Definition
  • Setting up the Employee User-Defined Window
  • Employee Dependents
  • Employee Discipline
  • Employee Education
  • Grievances
  • I-9's
  • Injury/Illness
  • Position History
  • Employee Property
  • Employee Reviews
  • Employee Skills
  • Using the Skills Query
  • Employee Training
  • Employee Transfers
  • Unions
  • Using Employee User-Defined Window

Lesson 8: Attendance

  • Attendance Setup
  • Pay Period Setup
  • Setting up Attendance Accruals
  • Accrual Schedules
  • Time Codes Setup
  • Linking Time Codes & Payroll Pay Codes
  • Attendance Employee Maintenance
  • Attendance Transaction Entry
  • Accrue Transactions
  • Using the Vacation Calendar
  • Transferring Attendance Transactions

Lesson 9: Applicant

  • Tracking Applicant Skills & Skill Sets
  • Setting up Interview Forms
  • Applicant Tests
  • Using Extra Fields
  • Applicant User-Defined Window
  • Entering Position Requisitions
  • Entering Applicants/Applicant main window
  • Tracking Multiple Requisitions
  • Applicant Education
  • References
  • Entering Applicant References and Work History
  • Making a Job Offer to an Applicant
  • Tracking Job Requisition Costs
  • Hiring

Lesson 10: Human Resources Reports

  • Report Options
  • Available Reports




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