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© Integrity Data 2018. All rights reserved Microsoft Dynamics GP Web Client Employee Self Services Keith Schmidt Senior Customer Care Representative / Consultant September 25, 2018

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Page 1: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Microsoft Dynamics GP Web ClientEmployee Self Services

Keith SchmidtSenior Customer Care Representative / Consultant

September 25, 2018

Page 2: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Integrity Data’s leadership inhuman capital management for 20 years

More than 8,000 organizations worldwide use our technology to improve businesses processes, specifically for payroll

2

Engaged by Microsoft to author payroll and human resources upgrades to the ERP system known as Microsoft Dynamics® GP

Original authors of: • Core Payroll Extensions

• Overtime Rate Manager• Deductions In Arrears• Payroll Integration to Payables

• HRP Extended Pack• PTO Manager• Advanced Payroll • Advanced HR• Benefit Self Service

MICROSOFT DYNAMICS GP

PARTNER20 YEARS!

Page 3: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Agenda

• Navigation• Employee Profile• W-4 selections• Direct Deposit Information• View W-2s (in GP 2016 - 2018)• View Past Paystubs• Benefits• Employee Skills, Training, Licenses and Certification• Integrity Data Comprehensive Leave Manager & Paycheck “What If” Calculator • Manager’s My Team• Future Webinar Topics: Timecards, Benefit Enrollments

• Sources: Credits On slide at end of PowerPoint. 3

Page 4: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Microsoft Dynamics GP Web ClientEmployee Self Services

4

Page 5: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Microsoft Dynamics GP Web ClientEmployee Self Services -> Home Page

5 © Integrity Data 2016. All rights reserved.

Page 6: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Microsoft Dynamics GP Web ClientEmployee Self Services

6 © Integrity Data 2016. All rights reserved.

Page 7: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Profile – Personal information

7 © Integrity Data 2016. All rights reserved.

Page 8: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Profile – Emergency Contacts

8 © Integrity Data 2016. All rights reserved.

Page 9: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Profile – Dependents

9 © Integrity Data 2016. All rights reserved.

Page 10: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Profile – Position History

10 © Integrity Data 2016. All rights reserved.

Page 11: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

W4 – Employee’s Withholding Certificate

11 © Integrity Data 2016. All rights reserved.

Page 12: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Direct Deposit

12 © Integrity Data 2016. All rights reserved.

Page 13: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

W2 - Wage and Tax Statement

13 © Integrity Data 2016. All rights reserved.

Page 14: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Paystubs

14 © Integrity Data 2016. All rights reserved.

Page 15: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Benefits View

15 © Integrity Data 2016. All rights reserved.

Page 16: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Benefits View (enhanced)

16 © Integrity Data 2016. All rights reserved.

Page 17: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Employee Skills, Training, Licenses and Certification

17 © Integrity Data 2016. All rights reserved.

Page 18: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Integrity Data Comprehensive Leave Manager Employee Leave Summary

18 © Integrity Data 2016. All rights reserved.

Page 19: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Integrity Data Comprehensive Leave Manager Employee Leave Transactions

19 © Integrity Data 2016. All rights reserved.

Page 20: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Integrity Data Paycheck “What If” Calculator

20 © Integrity Data 2016. All rights reserved.

Page 21: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

My Team (Managers)

21 © Integrity Data 2016. All rights reserved.

Page 22: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Timecards

22 © Integrity Data 2016. All rights reserved.

Page 23: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Benefit Enrollment

23 © Integrity Data 2016. All rights reserved.

Page 24: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

integrity-data.com/ helpDan

DAN NEEDS YOUR HELP!

#GPUGSummit is just around the corner and Dan needs

your help to get there.

You can help whether you’re attending Summit or not.

Just fill out the form to help Dan find his way to

Phoenix and get entered to win our Payroll Survival Kit!

Page 25: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved25

Next Session

In one information-packed session, get the latest year-end content for:• Dynamics GP Payroll: What changed? What's coming? Payroll Tasks,

Checklist and Troubleshooting year-end discrepancies• Integrity Data's GP Payroll Solutions • Integrity Data's ACA Compliance Solution and ACA in GP

Integrity Data's Payroll Year-End for Dynamics GP

Tuesday, November 13 @ 1:30 PM – full hour session

Page 26: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Resources

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© Integrity Data 2016. All rights reserved.

Page 27: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

integrity-data.com/software/comprehensive-leave-manager/

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Read our blog

Watch videos

Customer stories

Check the ROI for YOU

Download software

Download documentation

Follow us

Page 28: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved28

YOUR PEOPLE, OUR PRIORITY

Payroll Processing- Negative Payroll

Transactions- Negative Deductions- Mid Pay Period

Rate Changes- Overtime Hours

Rules

Payroll Accounting- Employee Accounts

and Splits- FTE Manager

Tailor-made Solutions

ACA Compliance and Reporting

Benefits Management- Leave Management- Enhanced Retirement

Plans- Life Insurance Tax

Calculator

Payroll Productivity- Employee E-mail Suite- Paycheck “What If”

Calculator

Stellar Support

Page 29: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved

Thank you

integrity-data.com/@IntegrityData

Learn more

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Contact [email protected]

Keith SchmidtSenior Customer Care Representative / ConsultantKeith [email protected]

Page 30: Microsoft Dynamics GP Web Client Employee Self Services · 2018-09-25 · Dynamics GP Payroll: What changed? What's coming? Payroll Tasks, Checklist and Troubleshooting year-end discrepancies

© Integrity Data 2018. All rights reserved