Payroll Administrator Payroll ManagerHR Assistant Compensation and Benefits Manager Release earning...
-
Upload
rodger-harris -
Category
Documents
-
view
217 -
download
0
Transcript of Payroll Administrator Payroll ManagerHR Assistant Compensation and Benefits Manager Release earning...
Microsoft Dynamics AX 2012 US Payroll Overview
Joel HensleyDevelopment EngineerMicrosoft Corporation
BRK335
Brandon PotterSenior Program ManagerMicrosoft Corporation
Disclaimer© 2012 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. Other names and brands may be claimed as the property of others.
Microsoft Dynamics AX 2012 R2 is a pre-release product under development. 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. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Session Focus
Integration Points Basic SetupPayroll
Processing
Key Implementation
Tips
Accuracy & Flexibility
Tax Rate Compliance
IntegratedDate Effective
Manual OverridesPosition BasedGarnishments
Tax Rate Updates
Challenges
Timeliness
Features of AX2012 R2 PayrollUptake AX2012 functionalityUXSource document frameworkSecuritySSRSAccounting FrameworkBudget control
Position based payrollPay multiple position for a single employeeResponsible legal entity
Features of AX2012 R2 PayrollEarnings/Compensation integrationFixed compensationMid-period pay changesHourly, Piecework, Salary supportMass earnings creation with expanded scheduling, leave and salary controlWorking time calendars (per position)Employment leaveEarnings import service
Benefits and DeductionsSingle point of entry between HR and PayrollSupports multiple 401(k) plans, along with added support for 457, 403(b) and the Roth equivalentsEligibility/Date effective
Features of AX2012 R2 PayrollGarnishments support TrackingSequencingLimiting rules
Tax Levies supportTrackingSequencingLimiting rules
Benefit accrualsVacation, Sick…
Gross up payments
Features of AX2012 R2 PayrollDeduction arrearsFlexible frequency supportTax supportSupport for Federal, State, most local tax calculations
Human Resources IntegrationWorker (employee and contractor)Position based payFixed compensationBenefitsEmployment leaveEmployee Self Service- Pay statements
Process flowPayroll Administrator
Payroll Manager HR Assistant
Compensation and Benefits Manager
Pay period processing
Release earning statement lines
Edit earning statement lines
Reviewearnings
Enter manual earnings (exceptions)
Generate earning statements
Hold earning statement lines
Proc
ess
earn
ing
stat
emen
ts
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
Hire worker
Configure position
Assign position
Assign fixed compensation plan
Enroll in benefits
Setup 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
etup p
ayro
ll m
odule
demoAX 2012 Payroll
Scenario flow
Review earnings statement
•Manual edits
Earnings statement creation
Pay periodPay statement calculation
Setup and configuration
Review pay statement
•Earnings•Deductions & contributions•Taxes
Issue payments•Direct deposit•Checks
Post pay statements to general ledger
View pay statement from the Enterprise Portal
Related Sessions Microsoft Dynamics AX 2012 Human Resources – Getting started
Microsoft Dynamics AX 2012 Human Resources – Advanced capabilities
Microsoft Dynamics AX 2012 R2 Financial Foundations
Dynamics AX 2012 Accounts Receivable and Accounts Payable
Top tips from this sessions
Setup components are shared within a partitionMost module level setup is shared amongst all legal entities in a partitionWatch for LE lookups to setup LE specific configurationsMost setup components have legal entity specific setup such as financial configurationsSetup components are date effectiveMost setup components are date effective and apply based on the last day of the pay period with some exceptions, such as pay rates which apply dailyTo make date effective changes use Maintain VersionsFuture dated changes can be made using the Maintain Versions button on most formsThe earnings import service allows for custom integrationIntegration can be done with other time and attendance systems for ease of earnings entry
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.