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Microsoft Great Plains Dynamics
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Copyright Trademarks
Warranty Limitation of liability License agreement
Manual copyright ? 2001 Great Plains Software, Inc. All rights reserved. Great Plains Software, Inc. is a wholly-owned subsidiary of Microsoft Corporation.
Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law.
Great Plains, Dynamics, eEnterprise, and Dexterity are either registered trademarks or trademarks of Great Plains Software, Inc. in the United States and/or other countries. Great Plains Software, Inc. is a wholly-owned subsidiary of Microsoft Corporation. Microsoft, ActiveX, BackOffice, BizTalk, FrontPage, JScript, Outlook, SourceSafe, Verdana, Visual Basic, Visual C++, Visual C#, Visual InterDev, Visual SourceSafe, Visual Studio, Win32, Windows, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States and/or other countries - of their respective owners.
The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted.
Great Plains Software, Inc. and Microsoft Corporation disclaim any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose.
The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Great Plains Software, Inc. or Microsoft Corporation. Great Plains Software, Inc. and Microsoft Corporation assume no responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither Great Plains Software, Inc., Microsoft Corporation nor anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect, incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits, resulting from the use of this documentation or sample code.
Use of this product is covered by a license agreement provided by Great Plains Software, Inc. with the software product. If you have any questions, please call the Great Plains Customer Assistance Department at 800-456-0025 or 701-281- 6500.
Publication date Part number
May 2001 RDMN-PR00-0000600
Contents
Introduction ................................................................................................................................. 2
What's in this manual .................................................................................................................. 2 Symbols and conventions............................................................................................................ 3 Additional resources .................................................................................................................... 4
Part 1: Setup ............................................................................................................................... 6
Chapter 1: Setting Up Payroll ................................................................................... 7
Using the Payroll setup routine .................................................................................................. 7 Payment and adjustment numbers in Payroll ........................................................................ 10 Overtime in Payroll .................................................................................................................... 10 Calculating overtime pay .......................................................................................................... 11 Setting up Payroll default entries............................................................................................. 16 Required Payroll posting accounts .......................................................................................... 21 Setting up Payroll posting accounts......................................................................................... 23
Chapter 2: Setting Up Codes .................................................................................. 25
Setting up department codes .................................................................................................... 25 Setting up position codes........................................................................................................... 26 Setting up pay codes .................................................................................................................. 27 Setting up shift codes ................................................................................................................. 32
Chapter 3: Setting Up Deductions and Benefits .................................. 35
Deduction types .......................................................................................................................... 36 Deduction tiers............................................................................................................................ 36 Setting up a deduction .............................................................................................................. 37 Setting up a deduction sequence.............................................................................................. 39 Benefit types ................................................................................................................................ 41 Benefit tiers .................................................................................................................................. 41 Setting up a benefit .................................................................................................................... 42 Inactivating or deleting a pay, benefit or deduction code .................................................... 44
Chapter 4: Setting Up Taxes and Compensation Codes ................ 47
Worker's compensation tax calculation methods .................................................................. 47 Workers' compensation tax calculation methods for overtime ........................................... 48
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CONTENTS
Setting up workers' compensation codes ............................................................................... 49 Local tax calculation methods .................................................................................................. 50 Setting up a local tax.................................................................................................................. 51 State and federal unemployment taxes................................................................................... 53 Setting up an unemployment tax ............................................................................................ 55 Setting up federal and state tax identification numbers ...................................................... 56
Chapter 5: Setting Up Employee Classes .................................................... 59
Applying class changes ............................................................................................................. 59 Accruing methods for vacation and sick time ....................................................................... 60 Creating an employee class ...................................................................................................... 61 Assigning codes to an employee class .................................................................................... 63 Deleting or changing an employee class ................................................................................ 64
Part 2: Cards............................................................................................................................68
Chapter 6: Employee Cards ...................................................................................... 69
Entering an employee card ....................................................................................................... 69 Assigning pay, deduction and benefit codes to an employee ............................................. 71 Inactivating an employee card ................................................................................................. 72 Reactivating an employee card ................................................................................................ 73 Deleting or changing an employee card ................................................................................. 74 Entering an employee additional information card.............................................................. 75 Entering an employee address card ........................................................................................ 77 Setting up employee Internet information ............................................................................. 78 Entering an employee pay card ............................................................................................... 79
Chapter 7: Tax Cards....................................................................................................... 83
Entering an employee tax card................................................................................................. 83 Entering an employee state tax card ....................................................................................... 85 Entering an employee local tax card ....................................................................................... 87
Chapter 8: Deduction and Benefit Cards..................................................... 89
Entering an employee deduction card .................................................................................... 89 Entering an employee benefit card.......................................................................................... 92
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CONTENTS
Chapter 9: Beginning Balances............................................................................. 95
Changing posting settings before you enter beginning balances........................................ 95 Entering beginning balances ..................................................................................................... 96 Posting beginning balances ....................................................................................................... 98 Resetting posting settings.......................................................................................................... 99
Part 3: Transactions .................................................................................................. 102
Chapter 10: Payroll Batches.................................................................................. 103
Batch frequencies ...................................................................................................................... 103 Batch requirements and approval options ............................................................................ 104 Posting transactions.................................................................................................................. 104 Creating Payroll batches .......................................................................................................... 105 Deleting or correcting Payroll batches................................................................................... 106 Posting Payroll batches ............................................................................................................ 107
Chapter 11: Payroll Transactions ...................................................................... 111
Entering employee mass transactions ................................................................................... 112 Entering Payroll computer check transactions..................................................................... 114 Correcting Payroll computer check transactions ................................................................. 118 Entering manual check transactions ...................................................................................... 119 Correcting manual check transactions................................................................................... 122 Processing advance pay runs .................................................................................................. 123 Building Payroll checks ........................................................................................................... 127 Calculating Payroll checks ...................................................................................................... 131 Printing and posting checks.................................................................................................... 131 Voiding a Payroll check............................................................................................................ 133
Part 4: Inquiries and Reports ....................................................................... 138
Chapter 12: Employee Inquiries ........................................................................ 139
Viewing Payroll check history ................................................................................................ 139 Viewing transactions ................................................................................................................ 140 Viewing an employee's personal information...................................................................... 141 Viewing employee payroll codes ........................................................................................... 142 Viewing paycheck summary information by codes ........................................................... 143
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