GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
20 HR and Payroll Tips and Tricks
HP 17
GPUG Summit 2011– Las Vegas www.gpug.com
Presenter
Landon Russell
Controller,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.
GPUG Summit 2011– Las Vegas www.gpug.com
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
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Lots of tips and tricks
Some demonstrations
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
“Don’t be a Dynamics Zombie”by Mark Polino
Novice Advanced Beginner Competent Proficient Expert
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
Husband Wife
What are HR and Payroll like?
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
One of our employees showed a 401(k) deduction of $30.00
Our company matches the 401(k) deduction dollar for dollar up to 10%
The employees’ match (benefit) showed zero dollars
What happens when HR and Payroll don’t communicate?
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
1. SmartList / SmartList Builder / SRS Reports – payroll and HR can make good use of these tools
2. Find menu (Ctrl-F) – search for text in a report
3. Show Details icon – more details on payroll entry screen
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
4. Customize the home page
5. NoPrintDialogs=TRUE(add to dex.ini to no longer show print dialog window)
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
6. Employee Extra Fields window and Employee User Defined window – store additional information
7. Note icon on the Employee Maintenance screen – free-form note field to store even more information
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
8. Payroll Mass Transaction Entry – allows for the same entry across multiple employees, classes, departments, etc
9. Manual Check Entry – Do you know how to use it?
10.Right-click (to Remove From List)
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
11.PSTL (Professional Services Tools Library) – use Employee Modifier ($) to change Employee ID
12.Payroll Checklists – setup payroll procedures
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
13.Human Resources Preferences window – LOTS of options, including Employee Filters
14.Change the Organizational Display – view by Code or Description
15.Retroactive Pay Management – easy way to add retro payments
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
16.Internet Information window – store misc “internet” related information, possibly employee pictures
17.EmpLookup=X(change the sort order – 2 for Last Name, 3 for First Name, 4 for SSN)
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
18.Advanced Lookups – add more ways to sort on the Additional Sorts menu
19.Numerous ways to sort on the employee lookup window
20.Clearing the payroll work tables – KB851664, with a Fix it wizard
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
21.Attend the GPUG HR/Payroll SIG (Special Interest Group) monthly webinars
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
22.Make friends with Terry Heley!
GPUG Summit 2011– Las Vegas www.gpug.com
20 HR and Payroll Tips and Tricks
Q & A
GPUG Summit 2011– Las Vegas www.gpug.com
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)
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