Employee Management Certification Exam. P130 Employee Management: Basic

Transcription

1 Employee Management Certification Exam P130 Employee Management: Basic

2 Certification Test Prerequisites You will perform the certification test in your installed copy of Acumatica with the Template DATA that is provided with the Acumatica installation package version 4.2 Prior to start the Hands- on Guide, make sure to activate all the features of the Application using the Common Settings: 1. Open Enable/Disable Features form (screen ID CS100000): Configuration > Common Settings > Licensing > Enable/Disable Features 2. Click the Modify button from the tool bar 3. Confirm that the features are enable/disable as follows: (When you come to a field not specified in the table below, either populate it as you see fit or leave it as is.) Field Organization Customer Management Project Management Time Reporting on Activity Finance Multi- Branch Support Inter- Branch Transactions Multi- currency Accounting Deferred Revenue Management Subaccounts Fixed Assets Management VAT Reporting Invoice Rounding Support for Expense Reclassification Contract Management Tax Entry from GL Module ROT & RUT Deduction Vendor Discount Consolidated Posting to GL Volume Pricing Distribution Inventory Subitem Automatic Packaging Misc Row level Security Field- Level Audit Avalara Tax Integration Address Validation Value Page 2 of 16

3 4. Save your changes 5. Click the Enable button from the tool bar 6. Since the Branch Accounting was enable verify that you are working in the MAIN branch and that MAIN branch is configured correctly: a. Verify that you are connected to the MAIN branch. The information is located on the top of the screen: b. It s important that you always work in the MAIN branch through the course of this certification class. 7. Also, in General Ledger, generate all necessary Financial Periods in order to be able to activate period Jan 2014 to Dec Important Note: Training Documentation was tested with build Page 3 of 16

4 Table of contents Certification Test Prerequisites... 2 Business Scenario:... 5 Expense Claims Numbering... 5 Timecard Numbering... 6 Equipment Timecard Numbering... 6 Set size and mask for EMPLOYEE segmented key... 6 Define Valid values subaccount segment... 7 Labor Item... 8 Calendars... 8 Employee Class... 9 Time and Expenses Preferences... 9 Positions Departments System Accounts Earning Types Create Employees Create User Type & User Account Create Company Tree Assignment and Approval Map for Time Cards Assignment and Approval Map for Expense Claim Create an Events Expense IDs Expense Claims Time Cards Correct Time Cards Page 4 of 16

5 As part of the Acumatica Employee Management Certification, you will be asked to perform all the necessary tasks to configure your employee management system. Please follow the instructions below in order to complete your certification test. Business Scenario: You have been hired as an Acumatica Business Consultant to implement all the business processes related to the Employees. Your client would like to use the expense claims, timecards, Event and Tasks feature of Acumatica. He also needs to have an approval map define to have the timecards and expense claims approved by the appropriate supervisor. Since your customer is also planning to use the Project Management Suite in a near future, he also requested to configure some of the equipment he will be using on his projects. Another approval is required for this process for the equipment timecards. Your client already has the Financial Suite implemented (General Ledger, Cash Management, Accounts Payable and Accounts Receivable). This certification document will give you all your client s specification for each topic and you will have to configure the system appropriately. You will execute the necessary configurations in installed Acumatica site where the Template Data has been inserted. The Template data is provided with the Acumatica installation package version Expense Claims Numbering Define your client s Expense Claims Numbering per the requirements below Summary Numbering ID EPCLAIM Summary Description EP Expense Claim Summary Manual Numbering Summary New Number Symbol <NEW> Details Branch {Blank} Details Start Number Details End Number Page 5 of 16

6 Timecard Numbering Define your client s Timesheet Numbering per the requirements below Summary Numbering ID TIMECARD Summary Description Timecard Summary Manual Numbering Summary New Number Symbol <NEW> Details Branch {Blank} Details Start Number Details End Number Equipment Timecard Numbering Define your client s Equipment Timecards Numbering per the requirements below Summary Numbering ID EQTIMECARD Summary Description Equipment Timecards Sequence Summary Manual Numbering Summary New Number Symbol <NEW> Details Branch {Blank} Details Start Number EQ Details End Number EQ Set size and mask for EMPLOYEE segmented key Define the size, segmentation and edit mask for the codes that will be used to identify your client s Employees. Configure the employee code so that it will have a maximum size of 7 characters and will only allow Unicode mask in all position and there will be no defined segments for the code. Page 6 of 16

7 Key Definition Segmented Key ID EMPLOYEE Key Definition Parent BIZACCT Key Definition On- The- Fly Entry Key Definition Specific module {Blank} Key Definition Numbering ID EMPLOYEE Key Definition Description Employee Key Definition Length {keep default} Key Definition Segments {keep default} Segment Definition Segment ID 1 Segment Definition Description Business Account Segment Definition Override <checked> Segment Definition Length 7 Segment Definition Align Left Segment Definition Edit Mask Unicode Segment Definition Case conversion No Change Segment Definition Validate Segment Definition Auto- Number Segment Definition Separator - Define Valid values subaccount segment Define your client s values for the 1st subaccount segment Your client tracks revenue by Product Group. They wish to be able to code some of their accounting activity (i.e. consulting revenue, hardware, software.) for those product groups. Value Description 000 Default C00 Consulting Define your client s values for the 2nd subaccount segment Your client tracks expenses by Department. They wish to be able to code some of their accounting activity (i.e. operations, sales, finance, administration) for those departments. Value Description 000 Default ADM Administration Page 7 of 16

8 FIN OPS SAL Finance Operations Sales Labor Item Your client will assign Labor Items (also called labor categories) to each of his employees. When creating your employees in the Employee Management module, it will be necessary to assign your employees some labor items. Configure the necessary labor items for your client with the specified values below: For Project Manager: Requirements from your client Inventory ID Description Base Unit Sales Unit Purchase Unit Sales Price Expense Account Accrual Expense Accrual Sub Expense Account Expense Sub Sales Account Sales Sub Value PManager Project Manager HOUR HOUR HOUR OPS C Create the other labor items like the one above (assign the same properties unless specified below). Here is the information on the other labor items you need to create: Inventory ID Description Pending Price Pending Price Date SRCONSULT Senior Consultant /01/2013 JRCONSULT Junior Consultant /01/2013 Calendars Your client is located in Seattle (Pacific Standard Time), please create a 9am to 6pm calendar for your client. Page 8 of 16

9 Employee Class You will need to create an employee class for all the Seattle employees. Your client gave you his requirements: Field Class ID Description Terms Payment Method Cash Account AP Account AP Subaccount Cash Discount Account Cash Discount Subaccount Prepayment Account Prepayment Subaccount Expense Account Expense Subaccount Sales Account Sales Subaccount Calendar Tax Zone ID Regular Hours Validation Value Seattle Seattle Office NET Check OPS C PST {blank} Warning Only Time and Expenses Preferences Open Time and Expenses Preferences form (EP101000). You use this form to configure the Employee Time and Expenses Preferences. The settings of the Employee Management includes numbering sequences assigned to claims and time sheets, and assignment maps to be used to approve claims and time sheets. Also, you can choose the default employee class, which will let users save time when they enter information for new employee classes or for new employees. Please configure the Time and Expenses preferences based on your client s requirements: General Settings Expense Claim Numbering Sequence EPCLAIM General Settings Time Card Numbering Sequence TIMECARD General Settings Equipment Timecard Sequence EQTIMECARD General Settings Expense Claim Approval Map {blank to be filled later} General Settings Time Card Approval Map {blank to be filled later} General Settings Equipment Timesheet Approval Map {blank to be filled later} Page 9 of 16

10 General Settings Keep Transaction For 99 General Settings Automatically Release AR Documents General Settings Automatically Release AP Documents General Settings Automatically Release PM Documents General Settings Copy Notes to AR Documents General Settings Copy Files to AR Documents General Settings Copy Notes to AP Documents General Settings Copy Files to AP Documents General Settings Copy Notes to PM Documents General Settings Copy Files to PM Documents General Settings Combine Sales Sub From EEE- EEE General Settings Combine Expense Sub From III- III General Settings Hold Expense Claims on Entry General Settings Validates Document Total on Entry General Settings Require Time On Activity General Settings Default Time Activity Type Work Item General Settings Min Billable Time 00:00 General Settings Regular Hours Earning Type RG Regular Hours General Settings Holiday Earning Type HL Public Holiday General Settings Vacations Earning Types VC General Settings Post to Off- Balance Account Group General Settings Off- Balance Account Group {blank} General Settings Custom Week Configuration Generate the Custom Week Setting so your current year is configured where the Cut Off Day is End of Month. Positions Your client asked you to create the positions below in his system: Position ID JRCONSULT SRCONSULT PMANAGER ADMIN Description Junior Consultant Senior Consultant Project Manager Administrative Departments Page 10 of 16

11 Your client asked you to create the departments below in his system: Department ID Description Expense Account Expense Subaccount ADMIN Administration {blank} 000- ADM CONSULTING Consulting Department {blank} 000- OPS System Accounts You will need to configure the System Account in the system. Navigate to Configuration > > Manage > System Account (SM204002) and proceed with the configuration of the system account. Summary Account ID <NEW> Summary Account Name ADMIN Summary Address {use your personal gmail account} Summary Reply Address {use your personal gmail account} Server Information Incoming Mail Protocol Pop3 Server Information Root Folder (on server) {blank} Server Information Incoming Mail Server {blank} Server Information Outgoing Mail Server (SMTP) smtp.gmail.com Logon Information Username {use your personal gmail account} Logon Information Password {your account password} Security My outgoing server requires authentication Security Log on using Security Username {accept default} Security Password {accept default} Security My outgoing server validated From field Server Port Number Incoming server port (POP3/IMAP) 995 Server Port Number Incoming server requires encrypted connection (SSL) Server Port Number Outgoing server port (SMTP) 587 Server Port Number Outgoing server encrypted connection TLS Accept all defaults values on the Incoming Mail Processing tab and the Content tab Page 11 of 16

12 Your client asked you to make this account the default account as the From when sending s with the system and to schedule the Send and Receive process to run every minute. Earning Types Your client has different earning types possible. He asked to confirm that the earning types below would be available in the system: Code Description Overtime Multiplier Billable Billable Overtime Default Project Code Default Task HL Public Holidays 1.0 {blank} {blank} OT Overtime 1.5 {blank} {blank} RG Regular Hours 1.0 {blank} {blank} VL Vacations 1.0 {blank} {blank} Create Employees Your client has requested you to create his employees in the system. Here is the employee list: Summary Employee ID <NEW> Summary Status Active Summary Employee Name {accept default} Tab General Info Contact Info Title Mr General Info Contact Info First Name Jay General Info Contact Info Middle Name {blank} General Info Contact Info Last Name Pritchett General Info Contact Info {insert your address}* General Info Address Info Country US General Info Employee Settings Employee Class SEATTLE General Info Employee Settings Branch MAIN General Info Employee Settings Position PRESIDENT General Info Employee Settings Department ADMIN Page 12 of 16

13 Tab General Info Employee Settings Calendar PST General Info Employee Settings Regular Hours Validation Warning Only General Info Employee Settings Reports To {blank} General Info Employee Settings Salesperson {blank} General Info Employee Settings Employee Login {accept default} General Info Employee Settings Labor Item PMANAGER General Info Employee Settings Route s General Info Employee Settings Time Card is Required GL Accounts and Payment Settings Payment Method MCHECK Payment Settings Employee Cost Top Grid Effective Date 01/01/2014 Employee Cost Top Grid Type of Employment Salaried Non- Exempt Employee Cost Top Grid Regular Hours per Week 40 Employee Cost Top Grid Annual Salary Amount Employee Cost Top Grid Compensation Code {blank} On all other tabs, accept the default values Create other employees like done above (same settings unless specified below). Here is the information on the other employees you need to create: Field Employee: Gloria Delgado- Pritchett Employee: Cameron Tucker Employee: Claire Dunphy Employee om Position FIN SRCONSULT JRCONSULT Department ADMIN CONSULT CONSULT Labor class {blank} SRCONSULT JRCONSULT Type of Employment Salaried Non- Exempt Salaried Non- Exempt Hourly Reg Hours per week Annual Salary {blank} Hourly Rate {blank} {blank} 40 Create User Type & User Account With the User Types form and the Users form you can add users to the system. Execute all necessary steps to configure the system per your client s requirements. Your client has requested credentials for the employees below: Employee Name Jay Pritchett Gloria Delgado- Pritchett Assigned Role Administrator & MAIN Administrator & MAIN Page 13 of 16

14 Employee Name Cameron Tucker Claire Dunphy Assigned Role Administrator & MAIN Administrator & MAIN Create Company Tree Your client gave you his Org chart that you will need to insert in Acumatica company tree as follows: Company XYZ Execusve team Jay Pritchet Admin Gloria Delgado Consulsng Department Cameron Tucker Claire Dunphy Assignment and Approval Map for Time Cards Your client has requested that all timecards need to be approved by Gloria and then himself, Jay Pritchett (double approval). Please create the Timecard approval map in Acumatica and make sure it is assign to the Time & Expenses Preferences. Assignment and Approval Map for Expense Claim Your client has requested that all expense claims need to be approved by Gloria. If the expense claim total is $ or above, then the expense claim needs to be approve by Gloria and then himself, Jay Pritchett (double approval for $300 or above expense claims). Please create the Expense Claims approval map in Acumatica and make sure it is assign to the Time & Expenses Preferences. Page 14 of 16

15 Create an Events Create 1 event. Your event should be for today s date from 5pm to 7pm with a subject line Acumatica EP certification Party {your name}. In the attendees list you should include Gloria Delgado- Pritchett and your Acumatica Instructor. Your instructor address is learning@acumatica.com Make sure you execute all necessary steps to ensure your event invitation was sent by . Expense IDs Your client has requested to be able to enter 2 types of expense IDs when creating an employee expense claim. Configure the Expense ID per your client s requirements: Field Value 1 Value 2 Inventory ID LODGING CELLPHONE Description Lodging Expenses Cell Phone Base Unit UNIT UNIT Sales Unit UNIT UNIT Purchase Unit UNIT UNIT Expense Accrual Account Expense Accrual Sub Expense Account Expense Sub 000- OPS 000- OPS PO Accrual Account PO Accrual Sub Sales Account Sales Sub C C Expense Claims Your client has asked you to prove that your approval map is working for the expense claims: Page 15 of 16

16 1. Enter an expense claim for Cameron s cell phone where the control total would equal $ Take all the necessary steps to approved and release the expense claim. The Expense Claim Date should be April 1 st, Enter an expense claim for Claire s cell phone of $ Also include some lodging expenses of $ Take all the necessary steps to approved and release the expense claim. The Expense Claim Date should be May 1 st, Time Cards Your client has asked you to prove that your approval map is working for the timecards: 1. Enter a 40 hours timecard for Cameron. Your timecard should have 8 hours of each day of the week. Take all the necessary steps to approved and release the timecard. Correct Time Cards Your client has asked you to correct Cameron s timecard. Cameron did not work 8 hours but 6 hours on Friday resulting in a 38 hours workweek. 1. Take all the necessary steps to correct Cameron s timecard then approve and release the corrected time card. Now that you have completed the Certification Exam exercises, please proceed to the course assessment section of this course on the Acumatica University. Page 16 of 16