Convergence 2015!
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Dynamics GP 2015 Roadmap and more!
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Convergence 2015!
- 11. Empower employees Increase productivity Improve Human Resource efficiency
- 12. Who PRINTS paystubs in the 21st century?
- 13. NO Social Security number Pay period dates ADDED!
- 15. Stop deposit No MORE copy and paste account numbers
- 16. User date driven Tracking of history IRS compliant
- 20. 20 More post options Send to Excel Return enrollment
- 21. Web client Rich client Terminal Server RemoteApp
- 25. 25 ACA Tracking Year-end editing Form printing
- 26. MicrosoftDynamics GP 2013 SP1/2 MicrosoftDynamics GP2013 MicrosoftDynamics GP 2013 R2 MicrosoftDynamicsGP 2015 MicrosoftDynamics GP 2015 R2 2013 2014 (H1) 2014 (H2) 2015 H1 Microsoft Dynamics GP roadmap 2012 2016 + Functionality Identity Management V2 Workflow V2 BA on multi- platforms (Windows, Apple and Android) Service Based Architecture (SBA) Top features requested by customers Partner tools to simplify provisioning Time management app Functionality and technology releases Every six months MicrosoftDynamics GP 2015 R3 2015 H2 Top features requested by customers Workflow V3 SBA enhancements Web client Functionality Management Tools Hosting Business Analyzer (BA) on Windows. Functionality Identity Management V1 Workflow V1 Microsoft Dynamics GP Workspace in Office 365 Web client Wave releases Functionality RapidStart BA Off Domain On Azure
- 27. • All-in-One Document Viewer – Purchasing • SQL View Designer • Accounts Payable Invoice Workflow Approval • SmartLists Display Debits then Credits • SmartLists – Default New Favorites to User vs. System • Hide/Show SSN on Payroll & HR Reports • Use Credit Card as Payment type for Payables Check Run process • Historical Received Not Invoiced Report • Auto Deposit Cash Receipts in Bank Rec • Visual Indicator for Customer Over Credit Limit • Enable Email for all Sales & Purchasing Forms • Self Service User Type • Employees can view their W2 • Time Management App • Combine GL Summary and Detail Inquiry Windows
- 29. Starter pack Payroll Management Payroll (US/Canada) unlimited employees Payroll direct deposit Federal magnetic media Payroll connect Human Resources Management Human Resources unlimited employees Manager and employee Self Service Position control
- 31. Code modifier Duplicate checks Build exception report Default alignment Pay code history edit Microsoft Dynamics GP 2013 – Payroll
- 32. Deduction in arrears Mandatory Arrears template and reminders Disable DIA report from check process Payroll integration to payables Summarize voucher type of federal tax Remove leading zeroes in voucher number Customizable voucher description options Microsoft Dynamics GP 2013 – Payroll extensions
- 33. Microsoft Dynamics GP 2013 SP2 – Payroll check date sort Default sort order by check date Descending/ascending sort by options
- 34. Life insurance VETS tracking Requisition list Microsoft Dynamics GP 2013 – Human Resources
- 35. Microsoft Dynamics GP 2013 SP2 – HR Applicant email address Save applicant’s email address directly on Applicant card
- 36. PTO Manager Detailed visibility in PTO balances Adjustment capability tracking Updating Human Resources calendar Year-End closing warning Advanced Human Resources Label user-defined fields Deletion of CLTM history with password Microsoft Dynamics GP 2013 – Advanced Human Resources
Notas do Editor
- https://www.youtube.com/watch?v=YHpXfV_ie5k&feature=youtu.be We also have several workflow documents created on the Dynamics GP Support and Services Blog. Workflow 2.0's Workflow User Setup window options: part 1: People and Groups Workflow 2.0's Workflow User Setup window options: part 2: Hierarchy Workflow 2.0's Workflow User Setup window options: part 3: Workflow Role WORKFLOW 2.0 FOR MICROSOFT DYNAMICS GP 2013 R2 – An Overview New Workflow in Microsoft Dynamics GP 2013 R2!
- With the release of GP 2013 R2 there are new options in the Customize Home Page. This new functionality is exposed are three options on the Customize Home Page window: If you click on Change Role… you will see that a new Self Service role has been added for each industry: When this home page role is selected, either at user creation or after an upgrade to Dynamics GP 2013 R2, the home page will be altered to include the three available Self Service pages. Each Self Service page section has three components:
- You can enter timecards from the above Time Management area or from the HR & Payroll Navigation List Employees can login in with web client and see their home page. They will see their time information for the current week and they can click on Current Week and be able to enter their timecard. There are also links where they can click on to enter time or recall a timecard. If you click on Saved, this will pull your SAVED timecards. If you click on Rejected this will show any timecards that are REJECTED If you click on Pending User Action this will be anything listed in your “to do” If you click Paid this is actually timecards that are in the history table.
- You can use the Profile page to view and manage your personal data. Cards>>Self Service and then Choose Employee Profile. Once changes are saved, you can Save or Submit them to the workflow process. Once a change has been submitted into Workflow, and another user goes to make a change on that employee record, the user will be warned “The workflow process for this employee is not complete.”
- When choosing to view my paystubs, the user will be brought to a navigation list of all their pay checks. The employee can choose the check(s) they want to print and click view or print.
- This will display the their detailed check information. Note that in GP2015 we have added the feature to include the Period Beginning and Ending dates. Also note that the employee SS Number is not on the check stub!
- This page lists employee and employer-paid payroll benefit contributions. Note that if you want to persue the employee to change their benefits, you will want to look athe Benefit Self Service Module in the Advanced Human Resource Payroll series. This window is dynamic in that it will pull whether you are using Human Resource or Payroll to store your employee information. If it does not find it in HR, it will look to Payroll.
- Here you can change your direct deposit information. For each account you set up, you’ll need the Bank Routing number, the Account Number, and the Account Type. A great feature is the STOP Deposit Actions which allows employees to completely stop all Direct Deposits and receive a check instead.
- Employee’s W-4 can be updated and submitted as needed. Note that unlike Business Portal, there will no longer be a need to load a W4 form each year. Yeah! Another great feature is that the year will automatically change based o New Regulations for Submitting Form W-4 to the IRS These temporary and proposed regulations, published April 14, 2005, provide guidance under section 3402(f) of the Internal Revenue Code for employers and employees relating to the Form W-4, "Employee's Withholding Allowance Certificate." These temporary regulations provide rules for the submission of copies of certain withholding exemption certificates to the IRS, the notification provided to the employer and the employee of the maximum number of exemptions permitted, and the use of substitute forms. For the text of the temporary regulations (TD 9196) go to: http://www.irs.gov/pub/irs-regs/td_9196_checked_.pdf n the GP user date.
- https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/01/20/benefit-self-service-in-microsoft-dynamics-gp-2015.aspx Did you know Microsoft Dynamics GP 2015 has new functionality for your employees? In addition to other employee self-service functionality, Microsoft released the newly improved and redesigned Benefits Self Service functionality that will allow your employees to enroll into their company benefits online. While this does technically replace the existing Business Portal functionality, it is a far superior product. With online employee enrollment, businesses will no longer have to gather paper documents from their employees and re-key that information into Microsoft Dynamics GP for benefit enrollment selections made. This will make health & life insurance along with retirement enrollment very simple for HR Administrators. Benefits administrators will be able to open up an enrollment periods for their employees, allowing the employee to do the data entry. They simply review and “post” the enrollments right into Human Resources and Payroll.
- https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/01/20/benefit-self-service-in-microsoft-dynamics-gp-2015.aspx
- 21
- Blog: ACA Information/Setup: (Nov 19, 2014) https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/11/19/draft-microsoft-dynamics-gp-2014-year-end-release-affordable-health-care-act-2.aspx Blog: ACA Table/Column changes: (Nov 12, 2014) https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/11/12/table-and-column-changes-in-2014-year-end-update.aspx Blog: ACA preliminary blog – view for all windows https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/09/23/aca.aspx Last year Blog on Benefit Tracking and ACA and Hours (Video) https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/07/16/affordable-healthcare-act-are-you-prepared-and-are-you-using-microsoft-dynamics-gp-to-its-full-potential.aspx
- https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/01/20/benefit-self-service-in-microsoft-dynamics-gp-2015.aspx
- Look at all you get for FREE – is AWESOME PAYROLL (PR) MANAGEMENT Unlimited Payroll (active employee count is now for Unlimited Employees) Automate payroll processing, equip staff to handle complex payroll requirements, and offer better service to your employees while reducing necessary overhead costs. Payroll direct deposit Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file. Federal Magnetic Media Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files. Payroll connect Automate data transfer from ADP/PC Payroll for Windows® into General Ledger, using a turnkey solution that eliminates the need to re-enter data. HUMAN RESOURCES (HR) MANAGEMENT Unlimited Human Resources (active employee count is now for Unlimited Employees) Attract and retain top talent and offer employees better services with customizable hiring processes, scheduling, pay rates, and performance evaluation tools. Position Control- Manage labor budgets and human resources based on specific job functions and a specific head count. Apply data throughout the Human Resource and Payroll system to enforce the business rules and to manage the movement of human resources throughout the organization.
- Human Resources–Advanced Track critical health and wellness information to monitor the well-being of your employees and ensure government compliance. Manage employee certifications and license and training requirements to help your employees meet their potential and maximize the value they bring to the organization. Payroll–Advanced Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality. PTO Manager Manage complex and changing vacation and sick time policies quickly and accurately with an automated process Benefit Self Service Suite Reduce paperwork and manual entry by moving benefit processes online, including yearly benefits, change of status, and more.
- Prior to SP2, when you opened Payroll Check Inquiry or Payroll Transaction Inquiry, the default sort order displayed by Check Number. Now the default sort order is by Check Date in descending order. You can switch the display between ascending or descending order as well.
- In Human Resources, you can now save an Applicant’s email address directly on the Applicant card.