HUMAN RESOURCES. Solutions for Human Resource Management in Microsoft Dynamics GP. White Paper. Date: February

Transcription

1 HUMAN RESOURCES Slutins fr Human Resurce Management in Micrsft Dynamics GP White Paper Date: February

2 Table f Cntents Intrductin... 3 Familiar t Yur Peple... 3 Cmmn interface... 4 Persnalized navigatin... 4 Autmate and Streamline Prcesses with Advanced Human Resurces... 4 Emplyee Health and Wellness Manager... 4 Certificatin, License, and Training Manager... 5 Benefits Enrllment Manager... 6 Benefits Lifecycle Manager... 8 Cnclusin

3 Intrductin Human Resurce Management is an integral part f every rganizatin, regardless f industry. Wrking tgether as strategic partners, Human Resurce prfessinals need t manage the peple asset cmpnents f the rganizatin, including recruitment, emplyee hiring, cmpensatin, benefits, perfrmance management, and n-ging emplyee issues. With this in mind, Micrsft is expanding cre functinality f Micrsft Dynamics GP, as well as making additinal prduct enhancements t meet the ever changing needs f clients, with the ultimate gal f increasing prductivity and efficiency. A new mdule fr Micrsft Dynamics GP, Advanced Human Resurces, allws HR prfessinals and staff t strategically manage yur rganizatin s mst imprtant business asset- yur emplyee. Advanced Human Resurces includes the fllwing cmpnents and capabilities: The Emplyee Health and Wellness Manager allws users t track all required immunizatins, vaccinatins and tests, as well as recrd the test results. Having this data available will enable easy searches n wh is past due r scheduled fr a particular time. In additin, varius reprts and ad hc reprting using SmartLists will be available. The Certificatin, License, and Training Manager enables users t track emplyee certificatins, licensing, and training, alng with expiratin dates and renewal perids fr certificatins and licensing. In additin, varius reprts and ad hc reprting with SmartLists will be available. The Benefits Enrllment Manager takes advantage f the Windws SharePint Services platfrm and Micrsft Business Prtal t enable Web-based benefit enrllment fr annual benefit enrllments, new emplyee benefit enrllments, and life change benefit enrllments. This enhancement allws the rganizatin t setup and deply an n-line benefit enrllment in a quick and efficient manner. Benefits Enrllment Manager allws HR staff t maintain cntrl with flexible cnfiguratin and benefit assignment t each grup f emplyees. The Benefits Lifecycle Manager enables users t create HR benefit, payrll benefit, and payrll deductins recrds that are nt immediately effective. At the apprpriate time, the user will be able t activate the recrds, while tracking past setup recrds in histry. This white paper is designed t prvide Micrsft Dynamics GP custmers and partners with examples f hw this slutin will help t autmate and streamline the prcessing f emplyee infrmatin. Cmmn business scenaris are used t demnstrate the business value that can be gained by utilizing Advanced Human Resurces fr Micrsft Dynamics GP. Familiar t Yur Peple Advanced Human Resurces has been develped and will wrk in cnjunctin with Micrsft Dynamics GP. The mdule shares the lk and feel f the Micrsft Dynamics GP slutin yur emplyees already use, helping reduce training time and freeing emplyees t fcus n mre critical business issues. 3

4 Advanced Human Resurces was designed with a fcus n the rles that HR and Payrll prfessinals play in yur rganizatin. Just as imprtant, Advanced Human Resurces ffers an individualized, task-based user experience and easy custmizatin based n user preferences and wrk style. That can mean less training and develpment time and a quicker return n yur investment. Cmmn interface Micrsft cntinues t build integrated, adaptable business management slutins that have a cmmn lk and feel, mirrring that f Micrsft Dynamics GP, withut sacrificing the requirements fr cncentrated transactin entry that is apprpriate fr specific users f a business applicatin. A familiar user experience can help lwer training csts while empwering users t get mre ut f the applicatin. Persnalized navigatin Micrsft Dynamics GP makes it easy fr emplyees t persnalize their views t mirrr their prcesses. Because Micrsft Dynamics GP ffers list-based navigatin with cascading menus, users can easily create favrites t give themselves quick access t frequently used areas f the business slutin. Easy custmizatin f the navigatin pane helps imprve prductivity and emplyee efficiency. A rles-tailred design presents relevant infrmatin and prcesses t individual users, helping ensure that the right data is at every user s fingertips and limiting access t the data the user des nt need. Access t sensitive data is prtected, because users nly see the infrmatin fr which their rle has access. Autmate and Streamline Prcesses with Advanced Human Resurces Advanced Human Resurce fr Micrsft Dynamics GP is designed t help rganizatins autmate and streamline prcesses related t the fllwing areas: Tracking f certificatins, licenses and training data Tracking emplyee health and wellness Deplying nline benefit enrllments fr annual pen enrllments, new emplyees, and qualifying status changes Enabling rganizatin t create HR benefit, payrll benefit and payrll deductin recrds that are future dated The gal is t autmate and streamline the many manual and time-cnsuming prcesses that take up valuable time fr HR and Payrll staff. Emplyee Health and Wellness Manager Many rganizatins are required by law r industry t maintain accurate recrds pertaining t emplyee health and wellness. Typical emplyee data that needs t be maintained includes immunizatins, vaccinatins, health screening, lab wrk, physicals, and illness and wrkplace injuries. The data must be detailed and meet internal and external reprting needs. Specific examples include the fllwing: 4

5 Healthcare (Hspitals, Clinics, and Physician Grups) and Lng-term Care facilities are required t track health and wellness infrmatin n emplyees t ensure that emplyees meet health standards fr serving their patients and the public. Infrmatin that needs t be maintained includes annual lab wrk, physicals, x-rays testing, mantu (TB Skin test), and s n. Organizatins that cannt r d nt maintain this infrmatin can face severe and cstly penalties. Many rganizatins require senir executives t have annual health screenings such as annual physicals and lab wrk, ften in cnjunctin with key man life insurance plicies that have been purchased t prtect the rganizatin in the event f an untimely death f an executive. Organizatins need the ability t track this critical infrmatin, as well as plan fr future tracking and scheduling. The Emplyee Health and Wellness Manager in Advanced Human Resurces enable cmprehensive tracking fr all emplyee immunizatins, vaccinatins and testing. In additin, users can track emplyee health-related fllw-ups fr an injury r illness. Alng with full integratin with Human Resurces in Micrsft Dynamics GP, the Emplyee Health and Wellness Manager enables users t: Create and defines health and wellness categries, cdes and results types that are specific t yur rganizatin Create and define health and wellness cdes fr use in injury and illness that are specific t yur rganizatin Develp and use templates that assign the varius health and wellness cdes t emplyees fr infrmatinal, tracking, and reprting purpses Utilize the mdule reprts and create ad hc reprts using SmartLists By taking advantage f these capabilities, yur rganizatin can track emplyee health and wellness data in a way that meets unique needs. Advanced Human Resurces als captures changes autmatically and enables full histrical views f testing, immunizatin r ther health related recrds, helping ensure cmpliance with internal and external requirements. Specific benefits include the fllwing: Time and mney savings thrugh efficient data management Reduced management wrklad Centralized and simplified recrd keeping in the HR System Efficient maintenance fr detailed recrds f emplyee illness and wrkplace injury Fast, cmprehensive reprting Certificatin, License, and Training Manager Many rganizatins are required by law r industry requirements t maintain accurate recrds pertaining t emplyee certificatins, licensing and training. At a mments ntice, an rganizatin may need t determine if their emplyees have met the needed requirements in these areas. Nn-cmpliance can result in financial penalties r sanctins. Specific examples f requirements include the fllwing: 5

6 Public sectr emplyees are required t be certified, licensed, r trained t safely r legally perfrm their duties. Everyne frm fire and plice persnnel t snw plw drivers need t retain current certificatins, licenses and/r training t ensure their ability t serve the public. In general, it is the respnsibility f the HR Department t ensure that emplyees meet requirements. Healthcare (Hspitals, Clinics, Physician Grups) and Lng-Term Care facilities are required t track certificatins, licensing, and training fr all f their emplyees. Fr instance, these facilities hire physicians and nurses t staff their facilities. It is imperative that accurate and up-t-date license infrmatin be maintained and available at a mments ntice. In additin, these types f facilities are als required t track training fr the emplyees. Failure t maintain this infrmatin culd result in prblems with accreditatin and result in financial penalties and sanctins. Organizatins that are in the transprtatin business airlines, railrad, trucking, bus lines, and s n are required t maintain up-t-date infrmatin n certificatins, licensing, and training fr all emplyees. In many cases, specific licenses and certificatins are required fr emplyees that perate equipment. In additin, specific training is required t renew the required license and certificatin. Within Human Resurces in Micrsft Dynamics GP, emplyees can take training classes and wrkshps. Upn cmpletin, the emplyee can have skills r a skill set assigned t them. The Certificatin, License, and Training Manager in Advanced Human Resurces significantly increases the ability t track and manage critical emplyee infrmatin. These capabilities wrk in cnjunctin with the Human Resurces mdule and can be quickly cnfigured t meet specific needs. Features and benefits fr the Certificatin, License, and Training Manager in Advanced Human Resurces include the fllwing: Organizatins can stre and track unlimited certificatins, licensing, and training data within the Human Resurces database including expiratin and renewal dates fr certificatins and licenses. SmartLists can prvide reprts that meet internal and external needs and requirements. Organizatins can maintain certificatins, license and training requirements by department and psitin. Emplyees and managers can view persnal certificatin, licensing, and training infrmatin thrugh HRM Self Service Suite fr Micrsft Business Prtal. Changes are captured autmatically, with tracking f full histrical data fr certificatins, licenses and training. Benefits Enrllment Manager All rganizatins, large and small, face the daunting task f enrlling eligible emplyees in the varius benefit plans that are ffered as a part f their emplyment: Mst rganizatins have an pen enrllment perid, a windw f time when emplyees can enrll r change their enrllments in varius benefit prgrams, including medical, dental, visin, life, disability, and retirement. In many cases, the pen enrllment perid is scheduled prir t the start f the plan year; it is the time when emplyees are allwed t select cverage r make changes withut a qualifying status change. 6

7 New emplyees must be ffered benefit cverage at the time f hire r when they are eligible fr the cverage. This is nging and can be an enrmus prject t manage if the rganizatin is grwing and hiring a lt f emplyees. At the time f a qualifying status change, emplyees are given a 30 day windw t make changes t many benefits. The fllwing qualifying status changes are recgnized: Marriage Divrce r legal separatin Death f a spuse r a cvered dependent A cvered dependent is n lnger eligible fr cverage Birth, adptin, r placement fr adptin f a child Spuse becmes emplyed/unemplyed Change in emplyee s emplyment status Other changes permitted by the IRS r state Within each f these benefit enrllment perids, there is a tremendus amunt f infrmatin that needs t be given t the emplyee. In additin, questins must be answered, frms cmpleted, cmpleted enrllment frms reviewed, data entered int HR and Payrll systems, insurance carriers ntified. The prcess invlves a lt f wrk and the risk f cstly errrs and missins. Many f the steps are labrintensive and handled n a manual basis. It is estimated that benefit enrllment and related issues take up t 25 percent f time spent at wrk by HR and Payrll staff. The Benefits Enrllment Manager in Advanced Human Resurces delivers functinality that an autmate and streamline these prcesses Benefits Enrllment Manager leverages the Windws SharePint Services platfrm and Micrsft Business Prtal t enable quick deplyment fr Web-based benefit enrllment, regardless the size f yur rganizatin. Yur rganizatin can gain efficiency and cntrl ver annual pen enrllment and fr new hires and fr emplyees that have a qualifying status change. Tight integratin with the Human Resurces mdule ensures that benefit electins are autmatically transferred t Human Resurces, helping eliminate paper-based systems and reduce data entry. Features and benefits include the fllwing: Organizatins can utilize this tl fr annual pen enrllment, new emplyee enrllment and emplyees that experience a qualifying status change. Flexible cnfiguratin allws an rganizatin t define benefit ptins and then assign t the apprpriate grup f emplyees Benefits enrllment includes step-by-step wizards that guide emplyees thrugh the benefit selectin prcess Benefits enrllment capabilities integrate with HRM Self Service Suite fr Business Prtal and Human Resurces mdules. A seamless integratin allws fr rapid deplyment and imprved prductivity. 7

8 Organizatins can create quickly create reprts using SmartList reprting tls. Benefits Lifecycle Manager Setting up benefit enrllments in HR and Payrll systems is time-cnsuming and requires dedicatin and time frm bth HR and Payrll staff. Often, the windw fr data entry is tight fr example, all transactins may need t be updated fr the first payrll run fllwing the effective date. With the Benefits Lifeycle Manager in Advanced Human Resurces, rganizatins can manage benefits enrllments efficiently, using that integrates with Human Resurces and Payrll mdules. Benefits lifecycle management capabilities enable rganizatins t create HR benefit, payrll benefit and payrll deductins setup recrds fr enrllment purpses. The same benefit cdes can be used frm year t year, with benefit infrmatin updated during enrllment. Benefits Lifecycle Manager ffers a seamless slutin fr cnducting pen benefit enrllments, new emplyee benefit enrllments, and qualifying status changes. In additin, transactins can be created in advance and stred until they are effective. Features and capabilities enable users t: Create future-dated recrds fr Health, Life/Disability, Retirement, and Miscellaneus deductins Create the crrespnding payrll interface Activate the recrds at the apprpriate time Track histry f previus benefit recrds Make pending changes available t benefits enrllment manager fr infrmatinal and enrllment purpses. Cnclusin Micrsft Dynamics GP nw ffers a new mdule, Advanced Human Resurces, that can enable HR prfessinals and staff t strategically track and manage emplyee health and wellness; certificatins, licensing, and training; and Web-based enrllment fr benefits prgrams. Alng with sharing the familiar lk and feel f Micrsft Dynamics GP, Advanced Human Resurces integrates tightly with the Mirsft Dynamics GP slutin, helping reduce training time, increase prductivity, and deliver a faster return n investment. 8

9 Micrsft Dynamics is a line f integrated, adaptable business management slutins that enables yu and yur peple t make business decisins with greater cnfidence. Micrsft Dynamics wrks like and with familiar Micrsft sftware, autmating and streamlining financial, custmer relatinship and supply chain prcesses in a way that helps yu drive business success. U.S. and Canada Tll Free Wrldwide The infrmatin cntained in this dcument represents the current view f Micrsft Crpratin n the issues discussed as f the date f publicatin. Because Micrsft must respnd t changing market cnditins, this dcument shuld nt be interpreted t be a cmmitment n the part f Micrsft, and Micrsft cannt guarantee the accuracy f any infrmatin presented after the date f publicatin. This White Paper is fr infrmatinal purpses nly. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Cmplying with all applicable cpyright laws is the respnsibility f the user. Withut limiting the rights under cpyright, n part f this dcument may be reprduced, stred in r intrduced int a retrieval system, r transmitted in any frm r by any means (electrnic, mechanical, phtcpying, recrding, r therwise), r fr any purpse, withut the express written permissin f Micrsft Crpratin. Micrsft may have patents, patent applicatins, trademarks, cpyrights, r ther intellectual prperty rights cvering subject matter in this dcument. Except as expressly prvided in any written license agreement frm Micrsft, the furnishing f this dcument des nt give yu any license t these patents, trademarks, cpyrights, r ther intellectual prperty Micrsft Crpratin. All rights reserved. Micrsft, Micrsft Dynamics, the Micrsft Dynamics Lg, and Windws are either registered trademarks r trademarks f Micrsft Crpratin in the United States r ther cuntries. 9