Integration Points Basic Setup Payroll Processing Key Implementation Tips Session focus.
-
Upload
loreen-skinner -
Category
Documents
-
view
212 -
download
0
Transcript of Integration Points Basic Setup Payroll Processing Key Implementation Tips Session focus.
March 18-21, 2013New Orleans
US Payroll in Microsoft Dynamics AX® 2012 R2 Brandon PotterSenior Program ManagerMicrosoft
CSAX11
Integration Points
Basic SetupPayroll Processing
Key Implementation Tips
Session focus
Challenges
Accuracy and Flexibility Tax Rate Compliance
• Integrated• Date Effective• Manual Overrides• Position Based• Garnishments• Tax Rate Updates
Timeliness
Features
Adopt Microsoft Dynamics AX 2012 functionality• UX• Source document framework• Security• SSRS• Accounting framework• Budget control
Position-based payroll• Pay multiple position for a single employee• Responsible legal entity
Features
Earnings/compensation integration• Fixed compensation• Mid-period pay changes• Hourly, piecework, salary support• Mass earnings creation with expanded scheduling, leave, and salary control• Working time calendars (per position)• Employment leave• Earnings import service
Benefits and deductions• Single point of entry between Human Resources and Payroll• Supports multiple 401(k) plans, along with added support for 457, 403(b)
and the Roth equivalents• Eligibility/date effective
Features
Garnishments support • Tracking• Sequencing• Limiting rules
Tax levies support• Tracking• Sequencing• Limiting rules
Benefit accruals• Vacation, sick…
Gross up payments
Features
Deduction arrearsFlexible frequency supportTax support• Support for federal, state, most local tax
calculations
Human Resources integration• Worker (employee and contractor)• Position based pay• Fixed compensation• Benefits• Employment leave• Employee self service – pay statements
Demo scenario flow
Review earnings statement
•Manual edits
Earnings statement creation
Pay periodPay statement calculation
Setup and configuration
Review pay statement
•Earnings•Deductions and contributions•Taxes
Issue payments•Direct deposit•Checks
Post pay statements to general ledger
View pay statement from the Enterprise Portal
Demo
Payroll setup and processing
Questions…
Appendix
Process flowPayroll Administrator
Payroll Manager HR Assistant
Compensation and Benefits Manager
Hire worker
Configure position
Assign position
Assign fixed compensation plan
Enroll in benefits
Set up 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
et u
p p
ayro
ll m
odule
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
Pay period processing
Proc
ess
earn
ing
stat
emen
ts
Release earning statement lines
Edit earning statement lines
Reviewearnings
Enter manual earnings (exceptions)
Generate earning statements
Hold earning statement lines
Next stepsKey actions, resources and Convergence-related sessions/activities
Submit your session evaluation through our mobile event app or by logging into My Convergence on your PC.
Review and relive session recordings and PowerPoint files inside My Convergence.
The Convergence Experience Center has free technical support, Convergence theater presentations, demonstrations and the social experience, featuring the Media Wall and live social feeds.
Use the #MSDynAX and #conv13 hashtags
Scan this tag to get points for participating in this session.
Access Explore Socialize
Did you know that it takes just 5 minutes to help improve Microsoft Dynamics AX documentation? Take the survey at http://t.co/mvBzFNzi.
Survey
© 2013 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.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.