ALTUS ALLIANCE 2016Advanced HR and Payroll Tips and Tricks

Meet your presenter• Ken Deyo• Senior HRP Solution Architect

• Understanding requirements and designing solutionswith Dynamics NAV since 1998

First a few Funny Tips!

And another…

And another…

On a more serious note…

Tips and Tricks•The “Role” of your “Role Center”•Selecting HR Position Ledger Entries on HR Requests•Processing bulk HR Requests and completing them• Find and Replace….where did it go?•Copying HR Positions (e.g. multiple locations)•Use your HR Job table to your advantage (HR Req)•When Journal line Dimensions go wrong

More Tips and Tricks•Configuration Packages (Mass Updates)•Cancelling and Replacing HRPLE’s (Assignments)•Can the Debugger help me or do I need Altus?•Comparing Journal line Dimensions/SetID’s• Fixing Dimensions on Printed Journal lines•Using Change Log for HRP•Setting up EPP/Garnishment Opening Balances

Even more Tips and Tricks•T4 Summaries – Can they be retired?•Validating employees for Payroll Processing•What happened to CTRL+F8 in RTC?•Automatic Page Filters how do I find them?•Non-IT System Backups•Why won’t my Employee/Vendor Integration work?

Still More Tips and Tricks•How should I be using Change log for HRP?• Filter Panes how to hide/show them•Setting your work date (Prior Period Adjustments)• Formatting your lists – height, sorting (ascending/descending), Finding/Selecting Records•Create Employee – Remove when APM applies•Comparing Payroll results to identify errors/ommisions

Your turn….•Here is your opportunity to share with your presenter and the group a challenge or two that you’ve experienced that you might need a “Tip” with, or perhaps there’s a “Trick” needed to help solve your problem

Over to you…..

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