New Benefits Management and Enrollment Functionality in Dynamics® GP 2015

March 16–19, 2015 | Atlanta, Georgia | GWCC Georgia World Congress Center

New benefits management and enrollment functionality in Microsoft Dynamics GP 2015 Patrick DoolinTom Franz @IntegrityData

CS15G015

Why provide self-service?New functionalityDemo

What’s new?

Pricing and Licensing

Wrap-up

Agenda

Why provide self-service?

Improve employee satisfaction

Reduce paperwork and data entry

Ensure more accurate data

Reduce time consuming inquiries

Make your life a little easier

Save time and reduce costs

Faster onboarding

Benefit Self Service

SIMPLE

EASY

FLEXIBLE

REDESIGNED

Benefit Self Service

6

More Post options

Send to Excel

Return Enrollment

Demo

Tom Franz

What’s new in Microsoft Dynamics GP 2015?

What’s new?Ability to “return” an enrollment rather than deleting itUser-defined labels for benefitinformationAbility to gather user-defined information during enrollments that may be necessary for

benefit providers or other business needs

What’s new?Does not require the use of HR benefitsUser-defined benefit typesStaggered enrollments for different groups of employeesAbility to have a single HR benefit irrespective of option selectedUser-defined order of enrollment options

What’s new?Multiple plan documents per benefitBenefit prerequisitesDetailed enrollment reports for employeesIncreased visibility for pending changes during enrollment

What’s new?Increased visibility for current selections during enrollment

Employee age constraints irrespective of benefit type

Benefit option prerequisites

Combined employee beneficiaries and dependents

Enhanced beneficiary and dependent constraints

Easy analysis of enrollment status in Excel

Simple overrides for packages

Prerequisites

Prerequisites

Link employee to user

Employee self service

Extended Payroll / HR Pack

Starter PackPayroll Management

Payroll (US/Canada) Unlimited EmployeesPayroll Direct DepositFederal Magnetic MediaPayroll Connect

Human Resources Management Human Resources Unlimited Employees Manager and Employee Self Service Position Control

Extended Payroll / HR PackSpecific features that offer more flexibility in how companies pay and manage their employees

Unlimited employees!!

AdvancedHuman Resources

AdvancedPayroll

Benefit Self Service

PTO Manager

Pricing and Licensing

Extended Payroll / HR Pack: $7,000

Self Service User: $60 per named user (US)      

Why provide self-service?

Improve employee satisfaction

Reduce paperwork and data entry

Ensure more accurate data

Reduce time consuming inquiries

Make your life a little easier

Save time and reduce costs

Faster onboarding

Reference informationTom’s GPUG Blog: Benefits Self Service for Dynamics GP 2015http://www.gpug.com/blogs/tom-franz/2014/11/26/benefits-self-service-for-dynamics-gp-2015

Terry Heley Blog: Benefit Self Service in Microsoft Dynamics GP 2015, the product that makes your Benefit Open Enrollment process stress-free!https://community.dynamics.com/gp/b/dynamicsgp/archive/2015/01/20/benefit-self-service-in-microsoft-dynamics-gp-2015.aspx

Reference information

Implementation Guidehttps://mbs.microsoft.com/Files/customer/GP/Downloads/ServicePacks/BenefitsSelfService.pdf

Terry Heley Videohttps://www.youtube.com/watch?v=gSl3ANOZZAE&feature=youtu.be

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