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Dynamics GP Advanced Human Resources Setup

Microsoft Dynamics GP Advanced Human Resources components (Benefit Lifecycle Manager; Certification, License and Training Manager and Employee Health and Wellness) require various setup tasks to be completed prior to connecting them with the employee records.

Planning what will be used within the various set up windows is critical. As categories, codes, types and templates are developed; keep in mind what information is required for outputs in the form of inquiries and reports.

Microsoft Dynamics GP has applications for financial management, human resources management, manufacturing planning, supply chain management, field service, business intelligence, collaboration, compliance and IT management.

Dynamics GP Advanced Human Resources Setup Objectives

  • Use Security Task Setup window to set security tasks for Advanced Human Resources modules.
  • User Security Roles Setup window to set security roles for Advanced Human Resources modules.
  • Create a future effective record for a benefit plan such as health insurance, life insurance or a retirement plan.
  • Learn to complete the various setup windows required to use Certification, License and Training Manager.
  • Learn to set up various Health and Wellness windows to allow the organization to track health related information for employees.

The functionality of Microsoft Dynamics GP ERP system is available right out of the box allowing for rapid integration and automation of financial and operational processes required to support the critical needs of your business.

Dynamics GP Advanced Human Resources Setup Steps

1. Security Setup for Advanced Human Resources

Setting up a Security Task

Use the Security Task Setup window to select a default security task or modify the default security task. To open this window, click the Administration series button, click System on the Setup content pane, and then click Security Tasks.

Enter a Task ID.

Select HRM Solutions Series for the Product.

  • Select Windows for the Type
  • Click on 3rd Party for the Series

Change the Type to Reports

  • Select the following from the Access ListFuture Effective Activation Reports

Change the Product to Certification Manager.

  • Select Windows for the Type.
  • Select 3rd Party for the Series.

Change the Product to Employee Health and Wellness.

  • Select Windows for the Type
  • Select 3rd Party for the Series

Setting up Alternate/Modified Forms and Reports Security

Use the Alternate/Modified Forms and Reports window to set access to the alternate/modified forms for Advanced Human Resources. To open this window, click the Administration series button, click System on the Setup content pane and then click Alternate/Modified Forms and Reports.

  • Select the appropriate ID.
  • Choose HRM Solutions Series for the Product.
  • Select Windows for the Type.

Expand the Payroll folder and select the HRM Solution Series radio button for each of the following Alternate Core Dynamics GP windows.

  • Benefit Setup
  • Deduction Setup
  • Employee Deduction Maintenance

Click Save to save the selections and close the window.

Setting up Security Roles

Use the Security Role Setup window to select a default security role for Advanced Human Resources or modify the default security role. To open this window, click the Administration series button, click System on the Setup content pane and then click Security Roles.

2. Benefit Lifecycle Manager – Setup

Benefit Lifecycle Manager allows Future Effective Records to be created for any of the benefit plans. The Future Effective options are accessed the same way in the Dynamics GP Advanced Human Resources Benefit Setup and in the Payroll Deduction and Benefit Setup windows.

To access a Future Effective Record window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Benefits and Deductions, click Miscellaneous Benefits, Health Insurance, Life Insurance or Retirement Plans, enter or select a Code, click the Benefits icon and then click Future Effective.

3. Setting up a Future Effective Record

To create a new Future Effective record for the benefit or deduction record currently open, click the Benefits icon and then click Future Effective (New) option. The system prompts, Create a Future Effective record using the current information?

  • Select Create to open the Future Effective window with the current core record values defaulted in the fields.
  • Select Cancel to return to the current core record.

For Human Resources the system prompts to enter the Future Effective Date, enter a date greater than the current user date and select OK.

  • Enter the future information for this benefit. The window name will be followed by “(FUTURE EFFECTIVE)”.
  • Select Save.

4. Editing and Viewing an Existing Future Effective Record

To open an existing Benefits and Deduction Setup window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Benefits and Deductions, click Miscellaneous Benefits, Health Insurance, Life Insurance or Retirements Plans, click the GoTo menu and then click Future Effective.

5. Employee Dependents Window

Within the Employee Dependents window data fields have been added to use to set up dependents associated with the employee. To open this window, click the HR and Payroll series button, click Human Resources on the Cards content pane, click Employee and then click Dependents.

6. Employee Beneficiaries Window

Within the Employee Beneficiaries window additional data fields are available, to define beneficiaries associated with the employee and specific benefit plan. To open this window, click the HR and Payroll series button, click Human Resources on the Cards content pane, click Employee – Benefits, select a Benefit, select an Employee ID, click the Benefit icon, and click Beneficiary Definition.

7. Employee Benefit Dependents Window

The Employee Benefit Dependents window allows Dynamics GP Advanced Human Resources to define the employee dependents associated with a specific employee benefit plan.

To open this window, click the HR and Payroll series button, click Human Resources on the Cards content pane, click Employee – Benefits, select a Benefit, select an Employee ID, select a Benefit Code, click the Benefit icon and click Dependents.

8. Certification, License and Training Manager Setup

There are several set up windows associated with Certification, License and Training Manager:

  • Issued By Setup
  • Instructor Setup
  • Endorsement Setup
  • Certification Setup
  • License Type Setup

In addition, several other windows can be completed at this point in the process:

  • Training Course Definition Additional Information window
  • Class Points window
  • Certification, License and Training Required by Dept and Position window

Use the Certification, License and Training Required by Department and Position window to assign to a specific Position and Department combination and any required certifications, licenses or training.

To open this window, click the HR and Payroll series button, click Human Resources on the Setup content pane, click Certifications, Licenses and Training and then click Requirements. For more information on Microsoft Dynamics GP Advanced Human Resources Setup. please contact us.

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