Talent, Payroll, and HR

Dynamics 365 for Operations – Benefit Accruals Made Fun

Benefit Accrual Plans Dynamics 365 for Operations

Yes!  Benefit Accruals, for such things as Vacation and Personal time, can be FUN and not just when they are taken!  In Dynamics 365 for Operations, the functionality has been expanded from prior AX versions to include additional functionality like: Earning Codes for Plan Accrual Earning Code Group Compensatory Time Accrual at a Fixed Amount…

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Dynamics 365 Positive Pay File Generation for Payroll

Positive Pay Formats for setting up AP

Today’s topic is Fraud Prevention.  The specific tool on the topic of Fraud Prevention is Positive Pay, sometimes referred to as SafePay.  You’re thinking, that’s not new!  Dynamics AX has had that for a while.  The cool part is that it is, as the advertising industry likes to say, “New and Improved” for Dynamics 365…

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Dynamics 365 for Operations: Employment Verification

Workforce Management Workspace Dynamics 365 for Operations

By all accounts, Microsoft has dedicated the most time in the latter releases and updates to improve Human Resources functionality (among a few other modules). Microsoft is working very hard to ease the user experience. One way to do that is to make data tasks simpler and attainable with less clicks! Another method is to…

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Dynamics AX Affordable Care Act (aka Obamacare) Reporting Requirements

setting up Affordable Care Act Dynamics AX

At the moment, in spite of the promises to repeal Obamacare, employers are required by law to report to the government regarding health care coverage for employees, and Microsoft has addressed that requirement. Microsoft has been providing more and more functionality in Dynamics AX over time to enable companies to meet the Affordable Care Act…

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How to Update Dynamics AX US Payroll Taxes

downloading dynamics ax payroll tax update

Microsoft now provides the necessary US Payroll tax data as a download, enabling Dynamics AX users to keep current via the CustomerSource site. A standard Dynamics AX periodic job can then be used to update the Payroll tax data. This is huge! No longer is a Tax Update required to be performed during system downtime…

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Microsoft Dynamics AX Position Distribution Templates

Financial dimension default templates in dynamics ax

In today’s economic climate many employees simultaneously perform duties and tasks for multiple positions within a single organization. As a result, accountants may have to post adjusting accrual entries to allocate payroll costs to the correct cost center and/or department. Microsoft Dynamics AX offers a feature that allows a distribution template to be associated to…

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Questionnaires in Microsoft Dynamics AX 2012 R3: Attach to a Course

reference type grid questionnaires dynamics ax

Microsoft Dynamics AX 2012 R3 (AX 2012 R3) offers end users a productivity tool to design, create, distribute, and complete Questionnaires that contain a set of questions used to collect information in AX for a variety of purposes. Example: a Questionnaire can be used to evaluate a training course and is distributed to the course…

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Microsoft Dynamics AX 2012 R2 Retirement Benefits Plans – Part 2

plan 1 employee contribution

New in the CU7 update for Microsoft Dynamics AX 2012 R2, is the ability to set up a benefit plan that automatically calculates the employer contribution. A benefit plan can be used for retirement investments, medical insurance, workers compensation plans, and parking benefits. For the basis of this blog, we will be specifically focusing in…

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