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I have several clients that do not want to update to GP 2013 (or GP 2015) before the year end. My question is related to when they upgrade in 2015, will there be a utility to update the new tables with Health Insurance information that was processed before the upgrade takes place.
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I have not heard of any plans to create a utility for this, but it would be very helpful. If they are using HR currently they can pull that data from a SmartList. Terry Heley had sent out the steps to create this SmartList for the basic info back in Oct. 2013.
Here they are..
Instructions:
1. Save the attached SmartList Builder object somewhere that you can retrieve it while in GP.
2. In GP>Microsoft Dynamics GP>Tools>SmartList Builder>Import, Import the SmartList Builder object.
3. Open SmartList to include the new object.
4. Grant access to the SmartList Builder object. Choose a Task to add access to, and you will find this Smartlist under Product: SmartList, Type: SmartList Object, Series: SmartList Objects. Mark the checkbox next to “Payroll Historical Trx-Paycodes-SUMMARIZED by Empee”.
5. Re-open Smartlist. The new object will show in Smartlist>Payroll>Payroll Historical Trx-Paycodes-SUMMARIZED by Empee.
6. Set up a Favorite with the following columns:
• Employee ID
• Last Name
• First Name
• Units to Pay (hours)
• UPR Trx Amount (if dollars are desired)
• Earliest Ck Date Included
• Latest Ck Date Included
• Hire Date
• Date Inactivated Optional, if desired:
• TRX Beginning Date (optional)
• TRX Ending Date (optional)
• Adjusted Hire Date
• Last Day Worked
• Employee Class
• Type of Employment
• HR Status
• Inactive Employee
1. Set up Search Restrictions Using the Check Date field, where Check Date is within the date range you want to test for. You may also want a restriction to exclude inactive employees from the results.
2. Let the view generate until complete.
3. Export the view to Excel.
4. Add a column for Number of Weeks. Manually calculate the number of weeks based on Check Date Range or Transaction Date Range.
5. Add another column with a calculation of Average Hours per Week (Total Hours / Number of Weeks).
6. Examine the data for employees that fall on the outside extremes. It may be an employee that was hired or terminated or had a Leave of Absence in the middle of the date range. Also keep in mind that if extra checks are issued for pay advances or missed hours, it may throw off the results for the employee(s) involved.
Notes:
1. This SmartList Builder object has a built-in restriction to not pull data older than 2012.
2. This SmartList Builder object has a built-in restriction to pull only Paycode transactions (not Deductions, Benefits, Taxes, etc.).
3. If you have paycodes that use Units or Hours that should not be included as part of Total Hours, there will need to be a Restriction added or a Calculated field added to the object in SmartList Builder to exclude inappropriate paycodes.
You may be able to create an export file and use an existing import tool.
Hope this helps,
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