Payroll - US in Microsoft Dynamics GP 10.0

Code: 8820
Course duration: 2 days

8820: Payroll - US in Microsoft Dynamics GP 10.0 (2 Days)

About this Course

This course provides an in-depth view of the extensive functionality contained within the Payroll application. Besides learning the functionality, this course also explains tips and techniques that can help make an implementation successful, and gain a more thorough understanding of the Payroll application and its capabilities.The course covers the setup of the Payroll module. It covers the setup windows that are necessary to complete to start using Payroll, and the processing of Payroll checks, including information on using Direct Deposit. It also focuses on the options available to maintain and retrieve key Payroll data. Closing periods, quarters and the year-end is also covered in this course.

Audience Profile

Customers and partners wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics GP Payroll. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Payroll and gain foundational knowledge of the application functionality.

At Course Completion

After completing this course, students should be able to:

  • Use the Payroll Setup windows to customize the application to their organizational needs.
  • Understand the benefits of using employee classes.
  • Set up tax information for federal, state and local taxes for employees in Payroll.
  • Create pay codes, deduction codes, benefit codes and other employee related information used to calculate Payroll checks.
  • Assign methods to calculate vacation and sick time for employees.
  • Build and calculate checks.
  • Generate and void Payroll checks for employees.
  • Use inquiries to access Payroll information.
  • Create Payroll report options and produce desired reports.
  • Print numerous other Payroll documents such as Advice Slips, 1099Rs and others.
  • Use Direct Deposit instead of generating checks for certain employees.
  • Close periods and quarters in Payroll.
  • Close the Payroll year and prepare the system for the next year.
  • Print W-2 forms for employees.

Course Outline

Module 1: Company and Organizational Setup Procedures

Microsoft Dynamics GP Payroll is a computer application that helps to create and maintain employee records and employee classes; enter and edit transactions and print paychecks automatically. Information compiled in Payroll is used to generate W-2 statements, wage and hour reports and other crucial payroll reports.This chapter provides students with a general overview of the features and benefits of using the Payroll module in an integrated environment. Module integration is also discussed. This chapter’s main focus is on the setup procedures that need to be completed for Payroll. This chapter also examines in detail the setup options available to customize this module to reflect the way an organization does business. Information about entering beginning balances is also discussed.


  • Features and Benefits
  • Setting Up Payroll
  • Setting Up Organizational Codes
  • Payroll Direct Deposit Setup
  • ACH File Setup
  • ACH Header and Footer Setup
  • Setting Up Payroll Integration to Payables Management

After completing this chapter, students will be able to:

  • Be familiar with some of the key features and benefits of Microsoft Dynamics GP Payroll.
  • Understand the procedures to follow when setting up the Microsoft Dynamics GP Payroll module.
  • Set up Organizational level codes.
  • Follow setup procedures for Direct Deposit.
  • Attain ACH File setup skills.
  • Setup the ACH Header and Footer.
  • Setup the integration to make the association between the Payroll totals and their appropriate vendors.

Module 2: Payroll Records Setup

This chapter explains how to set up shift codes, overtime rate calculation methods, default deduction and benefit codes, garnishments,local and unemployment tax codes and workers’ compensation codes. Also the chapter explains how to set up employee classes according to similar characteristics to help make setting up employee records easier and save data entry time. Once set up, these codes can be assigned to employee records for identification purposes.


  • Setting Up Pay Codes and Types
  • Setting Up Pay Codes For Tips
  • Setting Up Shift Codes
  • Setting Up Overtime Rate Manager
  • Setting Up Deductions and Benefits
  • Setting Up A Standard Deduction
  • Setting Up A Garnishment
  • Setting Up Earnings Codes
  • Setting Up Maximum Garnishment Rules
  • Setting Up A Company-Level Deduction Sequence
  • Setting Up Deduction In Arrears
  • Setting Up A Benefit
  • Setting Up Taxes And Compensation Codes
  • Setting Up Workers’ Compensation Codes
  • Setting Up A Local Tax
  • Setting Up State And Federal Unemployment Taxes
  • Setting Up An Unemployment Tax
  • Setting Up Federal And State Tax Identification Numbers
  • Setting Up Employee Classes

Lab : Setting Up A New Employee Class After completing this chapter, students will be able to:

  • Set up the pay code window and setup all the codes required to accurately pay employees wages.
  • Set up pay codes for tips.
  • Set up shift codes.
  • Set up Overtime Rate Manager calculation methods and options windows.
  • Set up the deductions and benefits windows.
  • Set up court ordered garnishment deductions.
  • Set up the earnings setup window to define an employee’s net disposable income (NDI).
  • Set up the garnishment maximum setup window in accordance with federal and state laws establishing maximum rates and amount for garnishments.
  • Set up the employee deduction sequence window to specify sequences for individual employees.
  • Set up deduction in arrears parameters on the deduction setup window.
  • Set up federal tax information and workers compensation codes.
  • Set up local tax.
  • Set up state and federal unemployment taxes.
  • Set up federal and state tax identification numbers.
  • Set up employee classes.

Module 3: Employee Setup

This chapter describes how to enter employee records, tax records, deduction records and benefit records, as well as entering beginning balances if Payroll is started at a time other than the beginning of a calendar year.


  • Employee Records
  • Employee Additional Information
  • Employee Vacation/Sick Time
  • Employee Tax Maintenance
  • Employee State Tax Maintenance
  • Employee Local Tax Maintenance
  • Employee Quick Assign
  • Employee Pay Code Maintenance
  • Employee Pay Code Options
  • Post-Dated Pay Rates
  • Employee Deduction and Benefit Maintenance
  • Employee Standard Deduction Maintenance
  • Employee Garnishment Deduction Maintenance
  • Deduction Sequence
  • Employee Benefit Maintenance
  • Employee Direct Deposit Maintenance
  • Arrears Transactions
  • Arrears Transactions Activity
  • Delete or Inactivate Employee Records
  • Reactivate Employee Records
  • Delete or Inactive Payroll Codes
  • Change Employee Records
  • Change Setup Records

After completing this chapter, students will be able to:

  • Complete the setup for employee records.
  • Complete the setup for tax records.
  • Complete the setup for deduction records.
  • Complete the setup for benefit records.
  • Enter beginning balances if Payroll is started at a time other than the beginning of a calendar year.

Module 4: Daily Procedures

This chapter shows how to use Payroll to create Payroll batches and transactions. Batches and posting in Payroll explains how to create single-use batches, or recurring batches for transactions entered on a regular basis. Batches can be identified as a group of transactions entered by a specific employee, or a group of transactions entered on a particular date. Payroll transactions describe how to create Payroll transactions including computer check, manual check, arrears, mandatory arrears and payroll accrual transactions.


  • Activate Post-Dated Pay Rates
  • Payroll Batch Entry
  • Payroll Mass Transaction Entry
  • Payroll Transaction Entry
  • Creating Employee Retroactive Pay Transactions
  • Make A Backup
  • Build Payroll Checks
  • Calculate Checks
  • Make A Backup
  • Print Checks
  • Generate ACH File
  • Mandatory Arrears
  • Void Checks
  • Payroll Manual Check / Adjustment Entry

After completing this chapter, students will be able to:

  • Use Payroll to create Payroll batches and transactions.
  • Create single-use batches or recurring batches for transactions.

Module 5: Inquiries and Reports

This chapter focuses on windows and reports used to maintain records and retrieve information.


  • Retrieve Information
  • Employee Inquiries
  • Payroll Record Inquiries
  • Payroll Reports
  • Payroll Direct Deposit Reports

After completing this chapter, students will be able to:

  • Identify options to access data using reports and inquiries.
  • Use inquiries to view payroll setup and historical information.
  • Use inquiries to view payroll activity information.
  • Print reports and group reports together.
  • Properly use Payroll Direct Deposit reporting.

Module 6: Payroll Utilities

This chapter focuses on utilities used to help keep payroll data up to date and accurate. The reconcile process checks for discrepancies in employee financial information and also checks for differences between detail records and summary records. Comparing the detail and summary amounts helps verify the accuracy of entries when setting up Payroll for the first time or any time information is entered or changed in any employee financial fields.


  • Reconcile
  • Mass Update Employee Records
  • Calculating Net-To-Gross Wages
  • Remove Payroll History
  • Remove Employee Summary Information
  • Remove Inactive Records
  • Remove Year-end Information
  • Remove Distributions
  • Tax Utilities

After completing this chapter, students will be able to:

  • Identify how the reconcile process works in Payroll and when reconciling can be helpful.
  • Use the Employee Mass Update window to change pay rates and benefit and deduction amounts for a range of employees.
  • Determine the gross pay amount needed for an employee to net a specified amount for bonuses, holiday pay or other special payroll events.
  • Use the remove payroll history window to remove payroll history that is no longer needed.
  • Use the Remove Employee Summary window to remove employee summary information.
  • Use the Remove Inactive Records window to remove inactive employee records and their corresponding history records.
  • Move year-end information to history by using the Remove Payroll Year-end Information window.
  • Remove payroll distribution information.
  • Use tax utilities to edit federal tax liabilities, and FICA taxes, if the amounts are incorrect.

Module 7: Period, Quarter and Year-End Procedures

This chapter discusses period, quarter and year-end procedures. Period-end reporting is used to print various reports such as the Department Wage Summary and the Workers' Compensation Summary. If the Microsoft Dynamics GP General Ledger module is part of the Microsoft Dynamics GP Payroll system, then the option to post the SUTA, FUTA and Workers' Compensation Tax liabilities to this module exists.


  • Payroll Checklists
  • Period-End Procedures
  • Government Forms and Report

After completing this chapter, students will be able to:

  • Create and modify a customized checklist for Payroll routines.
  • Accurately complete detailed tasks at the end of a specified period, quarter or year.
  • Properly close the year in payroll and understand how it differs from Year-end closing in other modules.
  • Edit and print W-2 and 1099-R statements.
  • Understand how SUTA, FUTA and Workers’ Compensation taxes are posted to General Ledger.
  • Select the correct reports to be printed using the period-end payroll reports window.
  • Print or reprint period-end reports for a prior period if necessary.
  • Edit, verify and print W-2 statements.
  • Edit and print 1099-R Statements and Form 8027.

Module 8: Appendix: Job Aids

This appendix includes job aids that are used in Payroll and a quiz. Before attending this course, it is recommended that students have:

  • Some working knowledge of Microsoft Dynamics GP..
  • Some basic understanding of Payroll law and regulations.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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