8382: Microsoft Business Solutions - Great Plains 8.0 Human Resources Training Course in Atlanta

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Course#:	8382
Vendor:	Microsoft
Product:	Microsoft Business Solutions Great Plains 8.0
Role(s):	IT Professionals
Length:	2 Days
Price:	Call

Module 1: Introduction

Lessons

Human Resources Features
Benefits of using Human Resources
Human Resources Integration

Module 2: Global Setup

Lessons

Human Resources Preferences
Employee Filters/Security
User Preferences
Reconcile

Lab : HR Preferences

Adjusted Hire Dates
Employee Filters
User Access Duplication

Lab : Human Resources User Preferences

To-Do Lists
User Options

Module 3: Organization Setup Procedures

Lessons

Extra Fields Setup
Payroll Setup window
Division & Department Setup
Creating Salary Matrixes
Position Setup
Creating and Assigning Supervisors
Creating Pay Code Records
Benefit Setup
Benefit Preferences
Employee Class Setup
Employee Maintenance
Additional Positions
Employee Contacts
Employee Pay Codes
Benefit Enrollments
COBRA-(Consolidated Omnibus Reconciliation Act)
FMLA-(Family Medical Leave Act)
Entering Beginning Payroll Balances
Setup Reports

Lab : Extra Fields Setup

Employee Extra Fields
Applicant Extra Fields

Lab : Salary Matrix

Creating a Salary Matrix
Assigning a Matrix to a Position

Lab : CoPay Setup

Setting up a CoPay record

Lab : Health Coverage Type Setup

Setting up Health Coverage Types

Lab : Health Insurance Setup

Creating Health Insurance Benefit Records in Human Resources

Lab : Life Insurance Setup

Creating Life Insurance Benefit Records in Human Resources
Using Increments

Lab : Retirement Plan Setup

Creating Retirement Benefit Records in Human Resources

Lab : Cash Accounts Setup

Creating Cash Accounts in Human Resources

Lab : Employee Class Setup

Using Classes
Assigning Codes to Employee Classes

Lab : Employee Maintenance

Creating/Saving a New Employee Record
Entering Employee Information

Lab : Employee Positions

Assigning Positions to Employees
Creating Additional Position Records

Lab : Employee Contacts

Entering Employee Contacts

Lab : Additional Information

Entering Additional Employee Information

Lab : Employee Pay Code Maintenance

Creating Pay Codes
Pay Periods
Pay Rates

Lab : Health Insurance Benefit Enrollment

Employee Health Insurance Enrollments
Entering Beneficiary Information

Lab : Life Insurance Benefit Enrollment

Employee Life Insurance Enrollments
Entering Coverage Amounts

Lab : Retirement Plans Benefit Enrollment

Employee Retirement Plan Enrollments
Entering Beneficiary Information

Lab : Cash Account Benefit Enrollment

Employee Cash Account Benefit Enrollments
Tiers

Lab : Editing Benefits

Employee Enrollments
Changing Benefit Information

Module 4: Employee

Lessons

Orientation Setup/Checklists
Property Setup
Review Policies Setup
Skills Setup
Skill Sets Setup
Termination/Checklist
Employee Tests
Training Course & Class Definition
Setting up the Employee User-Defined Window
Employee Dependents
Employee Discipline
Employee Education
Grievances
I-9's
Injury/Illness
Position History
Employee Property
Employee Reviews
Employee Skills
Using the Skills Query
Employee Training
Employee Transfers
Unions
Using Employee User-Defined Window

Lab : Property Setup

Create Property Records
Track Duplicate Items
Assigning Employee Responsibility

Lab : Review Polices Setup

Review Policies
Review Intervals
Review Scoring

Lab : Skills Setup

Creating Skills
Assigning Compensation Values

Lab : Skill Sets Setup

Grouping Skills to Form Skill Sets
Synchronize Functionality
Sequencing Order/Skills
Additional Skill Search Information

Lab : Tests Setup

Creating Test Codes

Lab : Employee User-Defined Setup

Designing the Employee User-Defined Window
Field Type Selections

Lab : Employee Dependents

Adding Employee Dependents

Lab : Employee Discipline

Entering Employee Discipline Information
Discipline Stages
Offense Tracking

Lab : Employee Education

Tracking Employee Education Information

Lab : Employee Grievances

Entering Employee Grievances
Grievance Stages
Union Affiliation

Lab : Employee I-9

Documentation needed for I-9's
Lists A, B, & C

Lab : Employee Property

Assigning Property to an Employee

Lab : Employee Skills

Assigning Skill Sets to Employees

Lab : Skills Query

Lab : Employee Tests

Tracking Employee Test Information

Module 5: Maintaining Records

Lessons

Deleting Employee Records
Inactivating Employee Records
Reactivating Employee Records

Module 6: Attendance

Lessons

Attendance Setup
Pay Period Setup
Setting up Attendance Accruals
Accrual Schedules
Time Codes Setup
Attendance Employee Maintenance
Attendance Transaction Entry
Accrue Transactions
Using the Vacation Calendar
Transferring Attendance Transactions

Lab : Attendance Setup

Accrual Setup Information
Transaction Setup Information
Posting Setup Information

Lab : Pay Period Setup

Setting up Pay Periods for Accruals

Lab : Accrual Setup

Accrue Methods
Accrual Setups
Vacation/Sick Accruals
Time Codes and Accruals

Lab : Accrual Schedules Setup

Accrual Schedules
Accrual Methods

Lab : Time Codes Setup

Setting up Time Codes
Time Types
Pay Periods

Lab : Attendance Employee Maintenance

Attaching Time Codes to Employees
Assigning Accrual Schedules

Lab : Attendance Transaction Entry

Entering Attendance Transactions

Lab : Accrue Transactions

Accrue Transactions
How does the Accrual Process Work?

Lab : Vacation Planning

Recording Absences using Absence Entry
Viewing the Calendar

Module 7: Applicant

Lessons

Tracking Applicant Skills & Skill Sets
Setting up Interview Forms
Applicant Tests
Using Extra Fields
Applicant User-Defined Window
Entering Position Requisitions
Entering Applicants/Applicant main window
Tracking Multiple Requisitions
Applicant Education
References
Entering Applicant References and Work History
Making a Job Offer to an Applicant
Tracking Job Requisition Costs
Hiring

Lab : Interview Setup

Creating Interview Forms

Lab : Requisition Setup

Entering Position Requisitions
Cost Tracking
Vacancy Tracking

Lab : Applicant Setup

Setting up an Applicant
Tracking Multiple Requisitions

Lab : Applicant Education

Entering Applicant Education Information

Lab : Applicant References

Entering Applicant References

Lab : Applicant Work History

Entering Applicant Work History

Lab : Applicant Skills

Entering Applicant Skills
Skills Query

Lab : Applicant Tests

Entering Applicant Test Information

Lab : Applicant Interviews

Tracking Applicant Interview Results

Lab : Applicant Offers

Accrue Methods
Accrual Setups
Vacation/Sick Accruals

Lab : Applicant Costs

Tracking Costs

Lab : Applicant Hire

Hiring Applicants

Module 8: Other Topics

Lessons

Using Compensation Management
Total Compensation Benefits Summary window
Tracking Vacancies
Organization Explorer
Card Catalog
To-Do Lists
Archiving Information
Mail Merge
Operating Procedures

Lab : Compensation Management

Evaluating proposed wage increases
Compensation Analysis

Lab : Total Compensation/Benefits Summary

Compensation Reporting
Compensation Inquiry

Module 9: Period-End Procedures

Lessons

Deleting/Archiving Inactive Employee HR Information
Set Vacation & Sick Hours

Module 10: Human Resources Reports

This chapter focuses on the reports available in the Human Resources module that can be used to access information that has been entered in the module for applicants and employees.

Lessons

Report Options
Human Resources Reports

Module 11: Appendix: SmartList

This appendix examines the use of Microsoft Great Plains SmartList to access valuable Human Resources information in a format you want. It discusses how views can be created and modified so information can be accessed or viewed online, or generated to a report. There is also the capability to export information to Microsoft Word & Microsoft Excel using SmartList.