Share This Post

MS GP Employee Health and Wellness Manager Setup

There are several set up windows associated with Microsoft Dynamics GP Employee Health and Wellness Manager Setup:

  • Health and Wellness Code Setup window
  • Results Setup window
  • Health and Wellness Template Setup window
  • Sources Setup window
  • Category Setup window

Microsoft Dynamics GP connects your people and systems, fueling teamwork, increasing accuracy and reducing steps for routine tasks. It offers an individualized, task-based user experience and easy customization based on the preferences and work styles of your people.

MS GP Employee Health and Wellness Manager Setup Windows

1. Health and Wellness Code Setup Window

Use the GP Employee Health and Wellness Manager Setup window to set up and assign unlimited number of Codes with descriptions and be able to set the status of the code to Active or Inactive.

To open this window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Health and Wellness and then click Codes.

Examples of GP Employee Health and Wellness Manager Setup Codes are Rubeola, Rubella, Booster, Hepatitis C, Pertussis Exposure, Laser Screening, Hearing Protection and Eye Exams.

For each Code the user will be able to set up results, such as Positive or Negative. These results will then be available as choices on the Employee Health and Wellness Entry window.

Enter or select a Code; enter or modify the Description and enter or select the Category. The scrolling window allows the user to apply the Results that relate to the current Health and Wellness code.

  • Checkbox will activate the Result
  • Enter or select a Result Code
  • The Description displays from the Result Setup window

2. Result Setup Window

Use the Result Setup window to set up and assign unlimited number of Result Codes with descriptions and be able to set the status of the code to Active or Inactive. To open this window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Health and Wellness and then click Results.

  • Enter or select a Result Code. Enter or modify the Description.
  • Select the Inactive checkbox will inactivate the current Result Code.
  • Select Save to save the Result Code.

3. Health and Wellness Template Setup Window

Use the Health and Wellness Template Setup window to set up and assign unlimited number of Templates with descriptions and be able to set the status of the Template to Active or Inactive. To open this window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Health and Wellness and then click Templates.

Employee defined templates can be used to assign defaults to employees. One template setup assigned can easily establish all the tests required by a certain position, employee class or grouping specific to each facility.

  • Enter or select a Template Code and enter or modify the Description.
  • The scrolling window allows the user to associate Health and Wellness Codes with a Template Code.
  • Enter or select a Health and Wellness Code.
  • The Description displays from the GP Employee Health and Wellness Manager Setup window.
  • The Category and Description displays from the Category Setup window.

4. Source Setup Window

Use the Source Setup window to create Source records. To open this window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Health and Wellness and then click Sources.

  • Enter or select a Source ID.
  • Enter the Last Name, First Name, Middle Name, Social Security Number and Medical Record Number.
  • Select Save to save the Source ID.

5. Category Setup Window

Use the Category Setup window to set up an unlimited number of Category Codes with descriptions and be able to set the status of the code to Active or Inactive. The Category Code can be used for report grouping and restrictions. Example: Immunizations, Vaccinations, Blood Exposure, Injuries and Tests.

To open this window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Health and Wellness and then click Categories.

  • Enter or select a Category Code. Enter or modify the Description.
  • Select the Inactive checkbox to inactivate the current Category Code.
  • Select Save to save the Category Code.

A variety of setup windows need to be completed prior to using the Advanced Human Resources module. Each of the components to Advanced Human Resources has dedicated windows for this purpose.

Key points to remember from this article:

  • Future Effective records can be set up to pre-enter information for upcoming changes to benefit plans.
  • After completing the appropriate setup for Certification, License and Training Manager, certifications, licenses and training can be assigned to a department and position combination as required.
  • Templates can be developed to assign predetermined health and wellness codes that will eventually be assigned on the employee level.

From benefits to open enrollment, Microsoft Dynamics GP helps empower employees to take control of their own information via self-service tools, while reducing costs and increasing the productivity of your HR staff. For more information, please contact us.

Share This Post

Leave a Reply

avatar
  Subscribe  
Notify of
Skip to toolbar