WELCOME Enjoy these messages before our webinar begins

WELCOME! Enjoy these messages before our webinar begins … MEMBERSHIP HAS ITS BENEFITS @GPUG 1

GPUG STOREFRONT CREATED § DRESS TO IMPRESS: Professional clothing with the GPUG logo! Check out Delaney’s blog! Visit us at http: //business. landsend. com/store/dynamiccommunities! @GPUG 2

FOLLOW OUR Kim the Informer Kim Peterson, GPUG Director § Right now, look to her blogs for updates about events at GPUG Summit 2015! BLOGS! Delaney’s Weekly Digest Delaney Freer, GPUG Program Coordinator § Blog every Friday to recap the week & look forward to next week! § Special Events blogs, such as: ‒ Lands’ End ‒ Dinner with Peers Email Delaney@GPUG. com for instructions on how to subscribe to our blogs! @GPUG 3

EXCEL TIPS – TELL EVERYONE! § Who doesn’t love Excel!? !? ! § Who doesn’t love Belinda Allen? !? !? Dates Topics June 4 th The Inquire Add-in for Excel 2013 helps you analyze and review workbooks, looking for differences. – learned from Mark Polino Convergence 2014 Using the "Apps for Office" People Graph & Bing Maps. Cool tools that can be downloaded from the Microsoft Store. – learned from Jared Hall Convergence 2014 June 11 th July 9 th August 26 th With the Excel Camera Tool, you can take a live picture of you data that syncs. – learned from Tom Berkompas (US Digital) Excel Idol 2015 Moving Rows and Columns AND adding a custom Button. Learned from Jeff Klosinski, Hitachi Solutions and Mark Rhodes Excel Idol 2015. Inserting Signature Lines and Inserting Screenshots. Learned from Abby Moore Convergence 2015 Using a SQL Stored Procedure and parameter in Excel, to access GP data. Learned from Jared Hall Convergence 2014 Ten of Ten "Things I've learned in Excel Competitions”: Using Power Query to read files from a folder. - Belinda Allen GPUG Idol 2015 Creating a Dropdown List and Form Controls with VBA. Learned from Jared Hall Convergence 2014 Using the Hyperlink for Dashboards. Learned from Jared Hall GPUG Summit 2014 September 2 nd Something cool that Belinda Allen learned over the summer! It’s a surprise! July 16 th July 23 rd July 30 th August 11 th August 19 th @GPUG 4

1 -2 -3 LET’S GET STARTED SERIES IS BACK!! Share. Point! Smart. List! Dashboards! @GPUG 1 -2 -3 Let's Get Started Topic Navigating within Dynamics GP Share. Point Online via Office 365 Understanding ACA E-Mailing and Document Attachments Accounts Payable Unknowns Management Reporter Dynamics GP and the Cloud Smart. List Builder General Ledger Unknowns Refining Security Word Templates Field Service 50 Resources for Support SQL Dashboards Budgeting SSRS Inventory Manufacturing Workflow Payroll Human Resources Smart. List Designer Dates Times 7/14 7/15 7/16 7/21 7/22 8/6 8/10 8/11 8/13 8/18 8/27 9/3 9/9 9/10 9/15 9/16 10/7 10/8 12: 00 ET 11: 00 ET 2: 00 ET 3: 00 ET 12: 00 ET 11: 00 ET 2: 00 ET 3: 00 ET 1: 00 ET 12: 00 ET 3: 00 ET 11: 00 ET 2: 00 ET 3: 00 ET 5

INcomparable Learning INnovative Ideas OCTOBER 13 -16 INfinite Experience #INreno 15 @GPUG #GPUGSummit Reno, Nevada www. gpugsummit. com

APPOFF AT GPUG SUMMIT Creativity. Innovation. Technology. § 3 GPUG Members compete to build the greatest App that works WITH Dynamics GP! @GPUG 7

HUDDLE ROOM AT GPUG SUMMIT § The Meal Hall provides attendees with organized networking opportunities over lunch! ‒ Tables are split differently each day. For example, by: § Regional chapter § OPEN lunch to network § Interest in 50 topics, including: ‒ ‒ ‒ @GPUG AP/AR Professionals Excel – Power. Pivot Management Reporter Smart. List Builder Upgrading 8

MORE SUMMIT EXPERIENCES! § Java. JAM – Discuss your Dynamics GP “Wish List” – The best version of Dynamics GP is only possible with the best ideas! § Dinner with Peers – Broken down by Roles – NEW Partner options – Need a host for each role § GPUG Medic – Put on a lab coat, grab your prescription pad & diagnose Dynamics GP Users’ problems! (email Delaney@GPUG. com if interested) 9 @GPUG

HIGHLIGHTS § Over 200 Sessions § 1100 Attendees! § Same experiences: Java Jam, Dinner w/Peers, GPUG Medic, Dynamics IDOL, etc. BI Financials GP 2015 GP Admin Industry IT Professional Leadership Huddle Roundtables Payroll/HR Reporting Strategic Tool Time New! § Higher level content Upgrades Asks: § Huddle Roundtables § App. OFF § Volunteer! Email Kim@GPUG. com @GPUG 10

GET INVOLVED AT GPUG SUMMIT 2015! § We need: §ROOM MONITORS §GPUG MEDICS §PANELISTS §HUDDLE ROOM TABLE FACILITATORS § Fill out the volunteer form today! Email Kim@GPUG. com with questions. @GPUG 11

Best of GPUG Community! Nominees announced! Vote NOW! Courage Passion Resolve Advancement The strength to persevere, hold the talent to teach fellow GP users For those who share their GP and technology passion with others Willing to take the time to help others with challenges they face The pursuit of individual and organizational growth and development

USING POSITION CONTROL IN HR @GPUG 13

AGENDA § What is Position Control? § Setting up Position Control § How Payroll is Affected § Importing Position Plan Info from MS Excel § Assigning Employees § Budgets § Reporting 14

WHAT IS POSITION CONTROL 15

WHAT IS POSITION CONTROL? “A workforce planning tool that imposes certain rules or restrictions on the creation, and filling of positions as a means to manage and control the costs associated with any given position within the organization. ” Source: Society for Human Resource Management, SHRM Glossary of HR Terms 16

WHAT IS POSITION CONTROL? § It is a position-centric view of the company § Set the number of seats within positions and how you plan to fill them 17

SETTING UP POSITION CONTROL 18

SETTING UP POSITION CONTROL § Make sure it is registered – it’s in GP 2013 (part of Starter Pack) § Set up options (HR & Payroll area >> Setup >> Human Resources >> Position Control) § Set up Position Plan Codes § Import a position plan from MS Excel § Set up position codes § Set up position seats 19

SETTING UP POSITION CONTROL § Add Employees to Seats § Set up Position Budget Schedules and Fund Sources 20

POSITION CONTROL SETUP § Assign passwords for overriding information § Select the way to handle unassigned positions in payroll 21

POSITION CONTROL PLAN CODES § You must have at least one position plan § You can copy it to new plans § You can have multiple position plans 22

SET UP POSITION CODES § Many more fields and buttons to open other related windows on the Position Setup window. Plan Code Employee Defaults Accounts Vac/Sick Budget/Wage 23

SET UP POSITION SEATS FOR A PLAN 24

HOW PAYROLL IS AFFECTED 25

HOW PAYROLL IS AFFECTED § You can remove payroll transactions that have positions that are not part of the current plan – don’t pay people to work in positions that aren’t budgeted § You can update pay rates based on seat detail records – make sure employees are paid correctly based on the position 26

WHEN TRANSACTIONS ARE REMOVED § There was a problem with the inheritance process and information was not completely copied from the position and seat to the employee record. § The employee is not assigned to a seat detail record for the position that is assigned to the payroll transaction. § The assignment status is On Hold without Pay and Benefits for the seat detail record for the employee. § The assignment status is Expired for the seat detail record for the employee. § The payroll transaction date is outside the start date and end date range for the seat detail record. § The seat is inactive. 27

UPDATING PAY RATES BASED ON SEAT DETAIL RECORDS § You can set pay rates based on seats instead of using the pay rate on the Employee Pay Code Maintenance window § Pay rates from the seat detail records override the pay rate from the employee during the Payroll Build process. 28

UPDATING PAY RATES BASED ON SEAT DETAIL RECORDS § The Seat option is selected in the Pay Rate Based On field in the Position Seat Detail window. § The employee is assigned to the seat. § The payroll transaction date is between the start date and end date for the seat assignment. § The pay code is the primary pay code for the position, or a pay code that is based on a primary pay code. For example, if the primary pay code is Hourly, the related Overtime pay code is also overridden. § The frequency of the pay code in the Position Seat Detail window matches the frequency of the pay code in the Employee Pay Code Maintenance window. For example, if the pay code is a weekly amount in one window, it must be weekly in the other window. 29

ASSIGNING EMPLOYEES 30

ASSIGNING EMPLOYEES § Done from the Position Seat Detail window § If the seat is inactive, you cannot assign employees to it § You can assign substitute employees § There is no automated way 31

BUDGETS 32

BUDGETS § Done from the Position Budget Schedule window § Assigned to position/plan combinations § Can also assign fund sources to budget schedules 33

REPORTING 34

POSITION CONTROL REPORTS § Available through HR (HR & Payroll area page >> Reports >> Position Control Reports) § Position Over Budget Report § Positions Filled Report - Summary § Positions Filled Report - Detail § Positions Unfilled Report § Position Costs Report § Position Code History Report § Position Seat History Report § Employee Position History Report § Position Plan Details Report § Position Plan Analysis Report § Position Seats Expired Report 35

QUESTIONS? 36

CONTACT INFORMATION § Charles Allen, § Senior Managing Consultant, BKD Technologies § E-mail: callen@bkd. com § Phone: 713 -499 -4629