LETS GET STARTED WITH HUMAN RESOURCES Jeannette Coty

LET’S GET STARTED WITH HUMAN RESOURCES! Jeannette Coty Bachellor Coty Consulting, Inc. MEMBERSHIP HAS ITS BENEFITS @GPUG 1

INTRODUCTION Jeannette Coty Bachellor Coty Consulting, Inc. jcoty@cotyconsulting. com 763 -404 -0645 Office 612 -270 -7160 Cell (best) § GP Human Resources Trainer/Consultant for over 15 years § HR Implementations, Training, & Support Services § Microsoft Certified Trainer (MCT) for 10 years § Teach HR Classes for GPUG Academy “June”… Fabrikam’s Newest Employee! § Work with GP Partners & Customers all over the Country § Like to make Training & Implementations FUN for the End-Users!

GP HRP SURVEY 1. How many of you are using GP Payroll? 2. How many of you are using GP HR? 1. Only using a “little bit” 2. Using “quite a bit” of it 3. How many of you need to do ACA Tracking & Reporting? 4. How many of you are planning on doing this out of GP? @GPUG 3

AGENDA § Demo of the “Core” HR Functionality § Overview of Advanced HR Functionality & Why You May Need it § Employee “Master” Records § Creating Historical Records § Why Not Use the HR Module? § Tips § ACA BAsics § Resources to get Started §Q&A @GPUG 4

“CORE” HR FUNCTIONALITY § Organizational Codes § Skills & Skill Sets § Job Requisitions & Applicant Tracking § Tests § Employee Maintenance § Transfer Request Tracking § Attendance § Training § Benefits & Deductions Management § Termination Checklist § Discipline & Grievances § Salary Matrix § Earnings History § Change Reasons for History § I-9 § Pay Steps § Injury & Illness (OSHA Reporting) § Position Control § User Definable Fields & Windows § Vacancy Management § Orientation Checklist § Tons of Basic Reports & Smartlists! § Company Property § Performance Reviews @GPUG 5

GP HR DEMO @GPUG 6

SO, WHY NOT USE GP HR? ! 1. It’s Free! 2. Applicant Tracking 3. Track Employee History 4. 25 Extra Fields of Data for Reporting 5. Government Reports; EEO, Vets-100, OSHA 6. ACA Reporting out of GP; Benefits & Dependents 7. All of the other “HR” Areas Ø Review Date Tracking Ø Training, Licenses, Certifications, Tests Ø Discipline Tracking Ø Attendance; more ways to Accrue PTO and more automated than PR Ø Pay Steps and much more! @GPUG 7

TIP #1 FOR THE HR USER 1. “HR” User Preferences @GPUG 8

TIP #2 GET THE BASICS DOWN, FIRST! Get a good foundation with maintaining the basic Employee records before tackling bigger areas such as Benefits, Attendance, Training, etc. Employee “Master” Records are the “Heart & Soul” of the HR system! • Determine what data is YOUR Employee “Master” data • Establish Data Entry Procedures for your most common Processes: • • @GPUG New Hires Status Changes Transfers, Promotions Terminations 9

WHAT ARE EMPLOYEE “MASTER RECORDS”? *From my experience: § Employee Maintenance § Additional Positions (if needed) § Human Resources § Addresses (additional, email) § Additional Info § Employee Pay Code Maintenance @GPUG 10

EMPLOYEE “MASTER RECORDS” – CONTINUED § Employee Contacts § Employee Extra Fields *Accessed from the Employee Human Resources Maintenance Window @GPUG 11

“DAY-TO-DAY” EMPLOYEE CHANGES & HISTORY TRACKING *Learn how to do the Day to Day changes to Employee records and which processes create historical HR records! § Name & Address § Hire, Adjusted Hire & Seniority Dates § Transfers § Employment Status § Promotions § Leaves § Terminations § Etc. @GPUG 12

DEMO OF CREATING POSITION & SALARY HISTORY @GPUG 13

VIEWING HISTORICAL HR RECORDS 1. Position & Earnings History - Combined History Window @GPUG 14

VIEWING “POSITION” HISTORY 2. Position History & Position History Detail Windows @GPUG 15

VIEWING EARNINGS HISTORY RECORDS 3. Earnings History @GPUG 16

TIP #? ? FIELDS THAT TRIGGER HR HISTORY 1. 2. 3. 4. 5. 6. 7. Employment Type Division Dept Position Location Supervisor HR Status in the HR Maint Window @GPUG 17

ACA BASICS § 1095 -C goes to every full-time employee ‒ Only Applicable Large Employers 1095 -C § 1094 -C is generated for all 1095 -C’s under a FEIN § If over 250 1095 -C’s, you have to file electronically § 1095 -B filed by insurance carrier or self insured plan sponsor § Options for tracking and reporting: - GP via HR and PR - Greenshades - Integrity Data - Other @GPUG 18

ADDITIONAL RESOURCES GPUG http: //community. gpug. com/home ‒ HR/Payroll Webinars, Forums, etc. ‒ Join the HRP Special Interest Group! ‒ Attend GPUG Summit in Reno! Dynamics Community (A Microsoft site for Customers and Partners) http: //community. dynamics. com/gp/default. aspx § *Terry Heley’s HRP Support Blog “Guru” and Escalation Engineer at Microsoft! https: //community. dynamics. com/members/terry-r-heley § *Andrea Melroe’s HRP Support Blog https: //community. dynamics. com/members/andrea-melroe ‒ Here is a great blog with a summary of all the changes and bug fixes for each version, please note there are ACA fixes in the January Hotfix. https: //community. dynamics. com/gp/b/dynamicsgp/archive/2015/01/23/draft-microsoft-dynamics-gp-2015 -round-2 -payroll-tax-update-what-youneed-to-know. aspx Customersource (Every Dynamics customer has access to this site. You may need to get the login info from your IT staff or Dynamics Partner) http: //www. microsoft. com/dynamics/customer ‒ GP Training Guides and Manuals GPUG Academy HR/PR Classes http: //www. gpug. com/member-resources/academy/gpug-academy-distance-learning---2014/ § Bruce Lane’s class on tracking the Affordable Care Act in GP (&/or, possibly a GPUG webinar) § Charles Allen’s class on Position Control (&/or, possibly a GPUG webinar) 19

ADDITIONAL RESOURCES – FROM THE DYNAMICS GP SUPPORT TEAM § This is the tool we use to communicate everything to YOU, officially; https: //community. dynamics. com/gp/b/dynamicsgp § This is the GP 2015 R 2 feature blog with our documentation and video’s to help you with all the features! https: //community. dynamics. com/gp/b/dynamicsgp/archive/2015/05/25/draft-microsoft -dynamics-gp-2015 -r 2 -new-features-blog-series-schedule

ADD-ON ISV PRODUCTS TO ENHANCE GP HR & PAYROLL! *Note that this is not a complete list… there are many more! § e. One Solutions; Smartlist Builder, Excel Report Builder, Navigation List Builder, Extender, Smart. Connect § Integrity Data; ACA Tracking & Reporting, many Payroll Enhancements including Comprehensive Leave Manager § Greenshades; ACA Tracking, Reporting and Electronic Filing, Payroll Tax Filing, Employee Self Service, PTO Manager § Corporate Renaissance Group’s, em. Perform for Online Performance Management § My. Staffing. Pro online Applicant Tracking that links to GP HR § Cyber. Recruiter; online Applicant Tracking that links to GP HR & Cyber. Train, training management § Time Matrix Time Clock that links with GP HR and Payroll

ADDITIONAL INFORMATION § Terry Heley’s blog on Dynamics. Community ‒ https: //youtu. be/D 4 Psakodwo. A? list=PLEF 2 F 87 F 176 AB 5 BFA § Support Blogs on Dynamics Community, Pam Misilak https: //community. dynamics. com/gp/b/gpteamblog/archive/2015/09/10/a-lot-of-questions-about-the-affordable-care-act-are-out-there-questions -answered GPUG Forum, Webinars, etc. § Bruce Lane, Vertical Solutions Webinars/blog https: //www. gpug. com/communities/community-home/librarydocuments/viewdocument? Document. Key=bf 204 d 8 f-905 f-4928 -87 f 97226 cddfc 827&Tab § Integrity Data ‒ ‒ Website, Weekly Webinars, Webinars in GPUG’s Library, You. Tube Videos, Dan Doolin & Tom Franz are contacts https: //www. integrity-data. com/software/aca-compliance / § Greenshades ‒ Website, Webinars in GPUG’s Library, Chris Hadden is the contact person https: //community. dynamics. com/gp/b/gpteamblog/archive/2015/09/10/a-lot-of-questions-about-the-affordable-care-act-are-out-there-questions-answered

THANK YOU! Jeannette Coty Bachellor GP HR Trainer & Consultant Coty Consulting, Inc. Minneapolis, MN (central time) jcoty@cotyconsulting. com 612 -270 -7160 Mobile (best) GP HR is where it’s at! 952 -405 -9526 Office Twitter jcotybach @GPUG 23