Microsoft Dynamics GP October 2019 Release New Feature: Deduction and Benefit Quick Assignments!!!

With this release of Microsoft Dynamics GP, users can now assign benefit and/or deduction codes to employees in mass at the Payroll/Human Resources Setup level.

Quick assignments are only accessible via GoTo menus which are available on each of the benefit/deduction code setup windows in Human Resources and Payroll. This allows users to create or modify a code and then immediately assign it to one or more employees quickly.

When the Quick Assignment window is opened from a setup record, it will default in the code that is currently being displayed in its parent window. 

Users can change the "Code Type" and/or the "Code" in the Quick Assignment window to quickly assign additional codes to one or more employees without having to first open the corresponding setup window.

Quick Assignment GoTo Menus can be accessed via following windows:

Important Note: "Payroll View for Human Resources" must be marked in the User Setup window to access the Quick Assignment window via the Human Resources Benefit/Deduction Setup windows. 

When benefit/deduction codes are assigned via the Quick Code Assignment window, Microsoft Dynamics GP creates the corresponding maintenance records in Payroll and/or enrollment records in Human Resources for the employee. 

When Human Resources codes are being assigned, dependent on the settings, Microsoft Dynamics GP will automatically create or prompt the user to create the corresponding benefit and deduction records in Payroll.   

The Quick Code Assignment window has been added to accommodate the new "Deduction and Benefit Quick Assignment" functionality. To open the Quick Code Assignment window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup, point to one of the Payroll or Human Resources Benefit or Deduction Setup windows, and click on GoTo Quick Code Assignment:

The following Code Types are available in the Quick Code Assignment window:

To quickly assign a deduction/benefit code to one or more employees in the Quick Assignment window:

1. Select an appropriate Code Type.

2. Assign an appropriate Code.

3. Restrict employees by Class ID, Employee ID, Department, Position, and Start Date to control which employees are displayed in the bottom half of the window.

4. If desired, mark the box next to 'Exclude Inactive Employees' to exclude inactive employees from being shown.

5. Click on the Apply Filter button to see all employees that meet the restriction criteria.

6. Mark the box next to 'Include' for all employees for whom the code should be created/modified. Use the 'Mark All' and/or 'Unmark All' buttons to quickly mark or unmark the 'Include' box next to all employees.

7. Click on the 'Process' button to create/modify appropriate Payroll/Human Resourced Deduction/Benefit Records.

Enjoy!

For more documentation on our new features please check out our Microsoft Dynamics GP New Feature Blog Series! 

Andrea Melroe| Technical Advisor | Microsoft Dynamics GP