| Course OutlineModule 1: Introduction The purpose of this chapter is to give students a general overview of the features and benefits of using the Human Resources module. Information on how the Human Resources module integrates with other modules in Microsoft Great Plains is also discussed. Lessons - Human Resources Features
- Benefits of using Human Resources
- Human Resources Integration
After completing this chapter, students will be able to: Module 2: Global SetupThis chapter focuses on the company settings that can affect Human Resources. Some of the options discussed are adjusted hire dates, employee filters, and vacancy tracking. It also discusses some of the preferences that allow users to shape how Human Resources will work for them individually. The reconcile feature is also discussed in this chapter. 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 PreferencesAfter completing this chapter, students will be able to: Use Employee Filters for security purposes Understand what Human Resources preferences/options exist and how they affect processing Explain the benefits of using filters for better security Understand the capabilities of the reconcile process and when it is beneficial to run the reconcile program Set To-Do List user preferences for each user
Module 3: Organization Setup ProceduresThis chapter examines the organizational setups that should be completed to begin using Human Resources. Some of the organizational items that are discussed include Departments, Job Titles, Supervisors and Divisions. 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
After completing this chapter, students will be able to: Understand the procedures to follow when setting up the Human Resources module Complete organizational setups such as divisions, departments, positions and supervisors Set up cash account benefit records Set up health insurance benefits records Set up Life insurance benefits records Set up employee retirement plans Enter new employees records in Human Resources Record additional employee positions Enroll employees in health insurance plans Enroll employees in life insurance benefits Enroll employees in retirement plans Enroll employees in cash account benefits Understand Cobra and FMLA tracking options in Human Resources Cobra Premiums and Payments Edit existing benefit records Identify reports available for the topic areas covered in this chapter
Module 4: EmployeeThe objective of this chapter is to explain the many employee related Human Resources windows that can be used to track valuable information about your employees. In this chapter we discuss such topics as orientation, property, review policies, termination, skills, tests, discipline, injury/illness, training and other related employee tracking. 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 SetupLab : 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 QueryLab : Employee Tests- Tracking Employee Test Information
After completing this chapter, students will be able to: Create orientation checklist items and checklists Track company property and assign property to employees Set up review forms and intervals for employees Enter records to track skills and group skills into skill sets Create and use termination checklists Enter tests and track employee test results Create training courses and classes and tracking sign ups and skills acquired Design the user-defined window for employees to track additional information about employees Record employee dependents Track employee discipline records Enter employee education information Enter employee grievances Track injury/illness information Enter position history for employees Use review forms; scoring & tracking Assign skills and skill sets to employees & use the skills query Use the employee training system to track classes & employee attendance Enter employee transfer requests Track union related information for unionized employees
Module 5: Maintaining RecordsThis chapter examines the maintenance options available to manage employee records. It focuses on deletion, inactivation and reactivation options available in Microsoft Great Plains Human Resources. Lessons - Deleting Employee Records
- Inactivating Employee Records
- Reactivating Employee Records
After completing this chapter, students will be able to: Delete employee records and related records Inactivate and reactivate employee records Make changes to existing employee and related records
Module 6: AttendanceThis chapter examines the use of Attendance when using Human Resources. The chapter covers the necessary setup involved to use Attendance effectively, the transaction entry process and the accrual process. Some of the discussion focuses on the benefits of using Attendance, as use of the Attendance functionality in Human Resources is optional. 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
After completing this chapter, students will be able to: Complete the necessary setups to use Attendance Setup accruals and accrual schedules Understand time codes and set them up Assign employee accrual schedules Enter Attendance transactions Complete the accrual process for Attendance transactions Understand how accruals work Use the vacation calendar to track employee absences
Module 7: ApplicantIn this chapter we discuss how Human Resources can be used to track applicant information for your company. The steps that are necessary to set up an applicant are discussed, along with related windows that can be used to track important information about each applicant to help pick the most qualified applicant for a particular job. There are also features available to make offers to applicants, and transfer information from an applicant record to an employee status within Human Resources. 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 SetupLab : 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 CostsLab : Applicant HireAfter completing this chapter, students will be able to: Enter applicants into Human Resources Track valuable applicant information that can be used for hiring Use the skills query to locate qualified applicants Enter requisitions Make offers to applicants Enter and track hiring costs Hire an applicant and transfer information to an employee record
Module 8: Other TopicsIn this chapter, we discuss some additional topics that don't fit in neatly with any other Chapter topics such as the Compensation Management tool, To-Do Lists, Card Catalog, and Vacancies in Human Resources. 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
After completing this chapter, students will be able to: Use Compensation Management to estimate proposed wage increases and generate reports on the proposals Track position vacancies using the Vacancy Maintenance window View your organizational hierarchy using Organization Explorer window Understand how the To-Do and Personal To-Do Lists work and are updated Archive employee and applicant data Use mail merge functionality for productivity gains
Module 9: Period-End ProceduresThis chapter examines the steps that are recommended at year-end in Human Resources. Lessons - Deleting/Archiving Inactive Employee HR Information
- Set Vacation & Sick Hours
After completing this chapter, students will be able to: Module 10: Human Resources ReportsThis 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
After completing this module, students will be able to: - Create report options for Human Resources reports
- Print reports from Human Resources
- Identify some of the reports available in Human Resources
Module 11: Appendix: SmartListThis 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.Lessons - Basic SmartList Functionality
- Search Button Options
- SmartList Objects
- Adding/Modifying/Removing Columns
- SmartList Favorites
- Exporting Data to Microsoft Word & Excel
Lab : Applicants- Using the Search Button
- Columns
Lab : Employees- Using the Search Button
- Columns
After completing this module, students will be able to: - Understand the value of using SmartList to access data
- Remove a column or add a column of data in SmartList
- Use the Search button to restrict the data that is displayed for an object
- Export data to Microsoft Word & Excel
Module 12: Appendix: Case StudyThis case study is used to reinforce the learning of the chapters of information that were covered in this Human Resources class.Lessons - Human Resources Setup
- Benefit Setup
- Entering a New Employee Record
- Entering Pay Codes and Contact Information
- Assigning Property to Employees
- Employee Benefits Enrollment
- Modifying Existing Employee Information and Records
- Attendance Transactions
- Setting Up Accruals and Accrual Schedules
- Time Codes
- Requisitions and Applicants
- Entering Applicant Information
After completing this module, students will be able to: - Complete Human Resources setup
- Enter new employees
- Enroll employees in benefits
- Use Attendance to track items such as vacation and sick time
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