Human Resources Features Human Resources Features (Cont.)

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Microsoft Dynamics AX Technical Conference February 3–5, 2014 Bellevue, WA

Transcript of Human Resources Features Human Resources Features (Cont.)

Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA

Inside Human Resources and PayrollJerilyn Kazeck and Brandon PotterSenior Program Managers

IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed

and electronically distributed materials

Human Resources

Human Resources FeaturesHR Core

Organization managementPosition/Job managementActions and workflowEmployee and ContractorAbsence managementBudgeting and ForecastingDate effective Hire/Retire/TransferShared data across legal entitiesIntegration with Payroll

Human Resources Features (Cont.)

Employee and Manager Self-ServiceView and update personal data

Address / ContactsCompetencies

Register for coursesApply for jobsView recruit project status (Hiring manager)Enter and approve absencesView enrolled benefitsView pay statementsAnswer questionnaires

Human Resources Features (Cont.)

Compensation & BenefitsFixed and Variable compensation plans

Eligibility rulesPerformance based payBenefits management

Benefits eligibility engineDeductions and Contributions

Eligibility events (enrollment events)Fixed compensation integration with US Payroll

Human Resources Features (Cont.)

RecruitmentInternal recruitment ESSRecruitment lifecycleWord/Email templatesApplicant tracking and management

Performance ManagementGoals – ProgressDiscussions (360 feedback meetings)Performance plans and ratings

New in CU7 – Human Resources

Worker based personnel actionsCompliance preparatory reports

I-9EEO (1, 4 & 5)OSHA (300, 300A, & 301)VETS 100New Hire

Analysis cubeBenefit management enhancements

Payroll

Payroll Features

Position-based payrollPay multiple position for a single employeeResponsible legal entity

Human Resources IntegrationWorker (Employee and contractor)PositionFixed compensationBenefitsEmployee leaveESS – Pay statements

Payroll Features (Cont.)

Earnings/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 Human Resources and PayrollSupports multiple investment plans, including 401(k), 457, 403(b) and Roth equivalentsand the Roth equivalentsEligibility/date effective

Payroll Features (Cont.)

Garnishments and LeviesTrackingSequencingLimiting rules

Deduction ArrearsBenefit and Earning Flexible frequency support

Payroll Features (Cont.)

Tax supportSupport for federal, state, most local tax calculationsPeriodic tax updates provided by MicrosoftAuto-reciprocity supportGross-up calculation support

Benefit accrualsVacation, sick…

New in CU7 - Payroll

Positive pay file generationCompliance preparatory reports

W-2Electronic EFW2940941Quarterly state reporting

Analysis cube

DemoJob and positionBenefits managementCompensation managementHire an applicantWorker

Benefits eligibility / enrollmentFixed compensation

Process payroll

Process flowPayroll Administrator

Payroll Manager HR Assistant

Compensation and Benefits Manager

Hire worker

Configure position

Assign position

Assign fixed compensation plan

Enroll in benefits

Set up 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

et u

p p

ayro

ll m

odule

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

Pay period processing

Proc

ess

earn

ing

stat

emen

ts

Release earning statement lines

Edit earning statement lines

Reviewearnings

Enter manual earnings (exceptions)

Generate earning statements

Hold earning statement lines

Generate Positive Pay File

Keep up on the latest happenings in Dynamics AX HCM!Visit our blog: http://aka.ms/DynamicsAXHCMBe sure to subscribe to email updates on the right hand sideWatch for News, Learnings, and Highlights as

well as notifications and explanations of new functionality and US Payroll tax updates

Questions…

THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:

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Ballroom Foyer and Regency Foyer

• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference

DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.

Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change 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 ANY SAMPLE 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.

© 2014 Microsoft Corporation. All rights reserved.

© 2013 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.