80264 Payroll in Microsoft Dynamics AX 2009

Code: 80264
Category: Dynamics AX 2012 | AX 2009 | Axapta
Course duration: 2 days
Price:

80264 Payroll in Microsoft Dynamics AX 2009

About this Course

This two-day instructor-led course provides students with the knowledge and skills to set up the Payroll Module of Microsoft Dynamics AX 2009.

The course focuses on the basic payroll functionality available in Microsoft Dynamics AX 2009.

Audience Profile

This course is intended for people who are on the Implementation Team, administering, or using the Payroll Module in Microsoft Dynamics AX 2009. This audience typically includes individuals who are tasked with assessing a customer’s business needs and advising them on the use, configuration and customization of the application. Additionally, individuals responsible for training or supporting Microsoft Dynamics AX 2009 benefit from this course.

At Course Completion

After completing this course, students will be able to:

  • Create and set up Payroll in Microsoft Dynamics AX 2009
  • Set up Earnings
  • Calculate Salary
  • Generate Payments
  • Understand the routine Payroll procedures in Payroll in Microsoft Dynamics AX 2009

Course Outline

Module 1: Introduction to Payroll Process

This module explains the critical elements required for Payroll functionality. It explains how to implement, set up, and manage a Payroll system. This course also explains the basic concepts, terms, data, and processes used by a Payroll Department.

Lessons

  • Payroll Process and Concepts
  • Payroll Management
  • Payroll Users
After completing this module, students will be able to:
  • Describe the basic Payroll process and concepts.
  • Describe the Payroll management concepts.
  • Describe the four general types of users for Payroll.
Module 2: Introduction to Microsoft Dynamics Payroll Module
This module introduces the Microsoft Dynamics AX 2009 Payroll Module and the integrations.
Lessons
  • Integrations
  • Microsoft Dynamics AX Payroll Overview
  • Set up Parameters
After completing this module, students will be able to:
  • Describe the Microsoft Dynamics AX 2009 Payroll Module integrations with the General Ledger, Accounts Payable, Projects, and Service Orders Modules.
  • Introduce the Microsoft Dynamics AX 2009 Payroll Module functional groupings and structure.
  • Set up Payroll Parameters.
Module 3: Payroll Set Up
This module explains the several set up steps that are required to use Microsoft Dynamics AX 2009 Payroll. All of these required set up steps will be covered in this chapter.
Lessons
  • Payroll Period Set up
  • Payroll Journal Set up
  • Set Up a Branch Group and a Branch
  • Set Up Employee Group
  • Set Up Dimension and Approval Authority
  • Set Up Earnings
  • Set Up Deductions
  • Set Up Posting Profile
  • Set Up Deductions Workers Compensation and GLI Codes
  • Set Up Sort Code
  • Set Up Bank Routing Number
  • Set Up Benefits
Lab : Payroll PeriodLab : Branch Group and BranchLab : Approval AuthorityLab : Earnings GroupLab : EarningsLab : DeductionsLab : Posting Account Set UpLab : Benefits
After completing this module, students will be able to:
  • Create a new fiscal year period for the Payroll Module.
  • Create a Payroll Journal and Payment Journal.
  • Create a branch group and branch.
  • Create an employee group.
  • Set up a dimension and create approval authorities.
  • Create earnings.
  • Set up deductions and deduction maintenance rules.
  • Set up the posting account for Payroll.
  • Create the workers compensation code and the General Liability Insurance (GLI) codes.
  • Create sort codes.
  • Create a bank routing number for employee direct deposits.
  • Create benefits for employees.
Module 4: Payroll Set Up For Employees
This module explains the optional Payroll set up steps for employees in the Microsoft Dynamics AX 2009 Payroll Module. Although the set up steps discussed in this chapter are not required for Payroll processing, they can be used to select various job titles and job categories which can then be attached to each employee.
Lessons
  • Status Code Set Up
  • Employee Job Title Set Up
  • Employee Job Category Set Up
  • Holiday Set Up
  • Taxes Set Up
  • Burden of Payroll Posting Set Up

Lab : Create an Employee Job TitleLab : Create an Employee Job Category

After completing this module, students will be able to:
  • Create status code.
  • Create an employee job title.
  • Create an employee job category.
  • Create holiday.
  • Set up taxes.
  • Set up burden of Payroll posting.
Module 5: Union Set Up

This module explains Union set up steps which are required to process Payroll for union employees. Each union can have varying requirements such as pay rates based on skill, effective dates, and fringe benefits.
Lessons
  • Pay Grid Set Up
  • Fringe Benefit Set Up
  • Attach Union to an Employee
  • Inquiries

Lab : Create Pay GridLab : Create Pay Grid CopyLab : Create a Fringe Type, Fringe Code, Fringe BenefitLab : Attach a Union to an Employee

After completing this module, students will be able to:
  • Create a union pay grid.
  • Create a fringe type, fringe code, and fringe benefit.
  • Set up earnings for union employees.
  • Run inquiries for unions.
Module 6: Employee Set Up

This module explains the prerequisites to set up new employees for Payroll processing.
The following steps will be used to set up a new employee.
1) Create a new employee in the Global Address Book.
2) Attach deductions to the employee.
3) Attach tax to the employee.
4) Attach earnings to the employee.
5) Attach benefits to the employee.
6) Attach a bank routing number.
Lessons
  • Create a New Employee in the Global Address Book
  • Define Employee Deductions
  • Define Employee Tax
  • Define Earnings
  • Define Employee Benefits
  • Define Employee Bank Routing Number

Lab : Create a New Employee in the Global Address BookLab : Attach a Deduction to an EmployeeLab : Attach Tax to an EmployeeLab : Attach Earning to an EmployeeLab : Attach a Benefit to an Employee

After completing this module, students will be able to:
  • Create a new employee in the Global Address Book (Human Resources Module).
  • Attach deductions to an employee.
  • Attach taxes to an employee.
  • Attach earnings to an employee.
  • Attach benefits to an employee.
  • Attach a bank routing number to an employee.
Module 7: Payroll Processing

This module explains the procedures for Payroll processing in which the pay statements are ultimately generated.
Lessons
  • Prepare Employee Attendance
  • Prepare Benefits, Bonus, Reimbursement
  • Salary Calculations
  • Salary Posting
  • Generate Payment
  • Post to Projects
  • Burden of Payroll

Lab : Enter and Approve AttendanceLab : Enter and Approve Attendance (Multi-State)Lab : Calculate Salary

After completing this module, students will be able to:
  • Create and approve employee attendance.
  • Create and approve benefits, bonus, and reimbursements for salary calculations.
  • Calculate salary.
  • Post salary and validate vouchers.
  • Generate payments.
  • Post hours to Projects.
  • Create a burden of payroll and post an associated expense journal.
Module 8: Reports and Inquiries

This module explains the various reports and inquiries that are standard in the Payroll Module.
Lessons
  • Reports
  • Inquiries
After completing this module, students will be able to:
  • Run Payroll reports.
  • Run Payroll inquiries.

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