March 18-21, 2013New Orleans

US Payroll in Microsoft Dynamics AX® 2012 R2 Brandon PotterSenior Program ManagerMicrosoft

CSAX11

Integration Points

Basic SetupPayroll Processing

Key Implementation Tips

Session focus

Challenges

Accuracy and Flexibility Tax Rate Compliance

• Integrated• Date Effective• Manual Overrides• Position Based• Garnishments• Tax Rate Updates

Timeliness

Features

Adopt Microsoft Dynamics AX 2012 functionality• UX• Source document framework• Security• SSRS• Accounting framework• Budget control

Position-based payroll• Pay multiple position for a single employee• Responsible legal entity

Features

Earnings/compensation integration• Fixed compensation• Mid-period pay changes• Hourly, piecework, salary support• Mass earnings creation with expanded scheduling, leave, and salary control• Working time calendars (per position)• Employment leave• Earnings import service

Benefits and deductions• Single point of entry between Human Resources and Payroll• Supports multiple 401(k) plans, along with added support for 457, 403(b)

and the Roth equivalents• Eligibility/date effective

Features

Garnishments support • Tracking• Sequencing• Limiting rules

Tax levies support• Tracking• Sequencing• Limiting rules

Benefit accruals• Vacation, sick…

Gross up payments

Features

Deduction arrearsFlexible frequency supportTax support• Support for federal, state, most local tax

calculations

Human Resources integration• Worker (employee and contractor)• Position based pay• Fixed compensation• Benefits• Employment leave• Employee self service – pay statements

Demo scenario flow

Review earnings statement

•Manual edits

Earnings statement creation

Pay periodPay statement calculation

Setup and configuration

Review pay statement

•Earnings•Deductions and contributions•Taxes

Issue payments•Direct deposit•Checks

Post pay statements to general ledger

View pay statement from the Enterprise Portal

Demo

Payroll setup and processing

Questions…

Appendix

Process flowPayroll Administrator

Payroll Manager HR Assistant

Compensation and Benefits Manager

Hire worker

Configure position

Assign position

Assign fixed compensation plan

Enroll in benefits

Set up worker bank accounts

Configure worker taxes

Enter employee leave

Enroll in benefit accrual planC

onfig

ure

wor

kers

Define pay cycles and pay periods

Define Earning Codes

Define Benefits

Define benefit accrual plan

Define Schedules

Define tax regionsS

et u

p p

ayro

ll m

odule

Print/review benefit register report

Manual edits

Print/review tax register report

Submit for payment

Print/review payment register report

Print pay statements

Generate benefit vendor invoices

Generate pay statements

Post toGeneral Ledger

Proc

ess

pay

st

atem

ents

Pay period processing

Proc

ess

earn

ing

stat

emen

ts

Release earning statement lines

Edit earning statement lines

Reviewearnings

Enter manual earnings (exceptions)

Generate earning statements

Hold earning statement lines

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