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Microsoft Dynamics GP (Archived)

Dynamics GP - HR & Payroll Implementation

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Posted on by 455

I have start implementing the HR & Payroll of Dynamics GP 10.0 in our Office. AFter finishing most setup, we decided to enter all old data. What is the best practice to do while entereing history. For example: if i want to enter all my employee card with their hire date and Pay code history since the 1st day in the company. Also i need to enter all earning history and raises in additional to Position history and reviews history. What is the best to do so without entering all these information manually.

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  • callen Profile Picture
    4,595 on at
    Re: Dynamics GP - HR & Payroll Implementation

    To put in that type of history you would need to use Table Import or a different tool that can import data directly into the tables.

     

  • Mbarada Profile Picture
    455 on at
    Re: Dynamics GP - HR & Payroll Implementation

    I know about the option of table import. I just want to know if there's any template made for that or any samples made for old vacations and earnings of employee...

  • callen Profile Picture
    4,595 on at
    Re: Dynamics GP - HR & Payroll Implementation

    But that's not what you asked. You asked what the best way is to import the history.

    Now that we've moved beyond that question, I'm not aware of any templates that are published. It probably has been done by specific companies.

    If you need help creating your own table imports, please write back.

     

  • orapro Profile Picture
    20 on at
    Re: Dynamics GP - HR & Payroll Implementation

    You can find template details as below or website technet.microsoft.com/.../aa834332.aspx

    Create a template in Microsoft Office Excel

       Click Administration > Periodic > Data export/import > Excel spreadsheets > Template Wizard.

       Read the first page, and then click Next >.

       Type a name for the Microsoft Office Excel workbook and include the full path, or browse to locate an existing Microsoft Office Excel workbook, and then click Next >.

       NoteNote

       If you select an existing file, the content is overwritten.

       On the Select tables page, select the tables to include in the workbook:

           Include an available object by selecting the table in the Available objects pane, and clicking the (>) directional arrow. Press CTRL to select multiple tables.

           If there are tables that you want to use in the template but they do not appear in the Available objects pane, then select Show all tables.

           Remove selected objects by highlighting the table in the Selected objects pane, and clicking the (<) directional arrow. Press CTRL to select multiple tables.

           Remove all previously selected objects by clicking the (<<) directional arrow.

       Click Next > to generate the field list on the Generate field list page, and then click Next > again to select the fields that you want to use.

       On the Select fields page, select the fields from the tables that you want to be shown in the template.

       The shaded check boxes indicate that a field is either mandatory or part of a unique index and therefore necessary to maintain data consistency. Fields marked with a yellow padlock are system fields and are not selected by default.

       On the Import definition group page, select Create import definition group? to create an import definition group based on the template.

       A definition group contains definitions for each worksheet in a workbook and is used when importing the workbook to Microsoft Dynamics AX.

       The definition group is called "EXL00000xx" where "xx" is a consecutive number.

       On the Export data page, select which of the following actions you want to take:

           Export data – Export data from the current company to the Excel workbook.

           Create supporting tables worksheet – Include supporting tables. Supporting tables are typically populated with data.

           Create a Microsoft Office Excel project file – Create an Excel project file. The project file references the exported Excel workbook.

       Click Finish to complete the wizard.

  • Ryan D McBee Profile Picture
    on at
    Re: Dynamics GP - HR & Payroll Implementation

    Another option is to use the Macro function within GP.  You could create a Macro using the mail merge function within Microsoft Word.

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