master managing mandatory sick leave in dynamics gp€¦ · brunswick and trenton ... • employee...

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© Integrity Data 2016. All rights reserved Master Managing Mandatory Sick Leave in Dynamics GP Keith Schmidt Senior Customer Care Representative / Consultant 4/25/2017

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Page 1: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Master Managing Mandatory Sick Leave in Dynamics GPKeith SchmidtSenior Customer Care Representative / Consultant

4/25/2017

Page 2: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Agenda

• Welcome & Introduction• Sick leave laws in effect• Trends in paid sick leave• Administering Sick Time in Dynamics GP• Q&A

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Page 3: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Welcome & Introduction

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Page 4: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Integrity Data’s leadership inhuman capital management for 20 years

More than 8,000 organizations worldwide use our technology to improve businesses processes, specifically for payroll

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Engaged by Microsoft to author payroll and human resources upgrades to the ERP system known as Microsoft Dynamics® GP

Original authors of: • Core Payroll Extensions

• Overtime Rate Manager• Deductions In Arrears• Payroll Integration to Payables

• HRP Extended Pack• PTO Manager• Advanced Payroll • Advanced HR• Benefit Self Service

MICROSOFT DYNAMICS GP

PARTNER20 YEARS!

Page 5: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Paid Sick Time LawsTo date – 7 states, 30 cities, 1 county and more coming

Statewide, Countywide, and D.C.

• Connecticut

• California

• Massachusetts

• Oregon

• Washington D.C.

• Montgomery County, Maryland

• Vermont

• Arizona

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City

• CA = San Francisco, Oakland, Emeryville, San Diego, Santa Monica, Los Angeles, Long Beach (Hotels)

• WA = Seattle, Tacoma, Spokane

• PA = Philadelphia, Pittsburg

• NJ = Bloomfield, E. Orange, Irvington, Montclair, Newark, Passaic, Plainfield, Patterson, Jersey City, Elizabeth, New Brunswick and Trenton

• Minneapolis, MN

• Milwaukee, WI

• Chicago, IL

• Portland, OR

• New York City, NY

Source: http://www.abetterbalance.org/web/images/stories/Documents/sickdays/factsheet/PSDchart.pdf

Page 6: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Those going into effect in the next year

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• Washington in January 2018

Page 7: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved7

Paid Sick Time General Requirements/Trends• Accrue 1 hour for every 30 hours worked• Geographically based – where employees work• 30-90 day waiting period• Some states allow employers to limit sick time use• Limit on how much an Employee can use in calendar or accrual year• Limit on how much can accrue in calendar or accrual year• Limit how much employee can carry over• Not required to payout unused time at termination• Employee could have several sick balances at one time• Can apply to Full Time, Part Time, and/or Temporary Employees• Groups may be subject to other policies – Collective bargaining agreements• Does not apply to all Employers• Obviously becoming more common along with paid family leave

Page 8: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Dynamics GP accrual options

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Page 9: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Accrual Options

• Microsoft Excel• Microsoft Dynamics GP Payroll Accruals• Microsoft Dynamics GP HR Attendance• Microsoft Dynamics GP PTO Manager• Integrity Data Comprehensive Leave Manager

Page 10: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Microsoft Excel• Import Payroll Transactions – Hours Worked and Time Taken

• Export results to GP or manually enter in GP to be able to display on pay stubs.

Page 11: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

GP Payroll Accruals• Does not calculate Paid Sick Time laws complexity

• Can use to manually enter hours from Excel to be able to display on pay stubs.

• However, most Paid Sick Time laws require more than Available Hours to be displayed on pay stubs

Page 12: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

GP HR Attendance• Does not calculate Paid Sick Time laws complexity, but comes closer – has some of the features.

• Can use to manually enter hours from Excel to be able to display on pay stubs.

• However, most Paid Sick Time laws require more than Available Hours to be displayed on pay stubs

Page 13: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

GP PTO MANAGER• Does Accrue Based On Hours Worked Per Calendar Year – Every 30 hours

• Does Allow Waiting Period, Carry Over Maximums, and Anytime Maximums

• However, most Paid Sick Time laws require more than Available, Earned, And Taken Hours to be displayed on pay stubs

• Cost $8,000.00

Page 14: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager

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Page 15: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager – Key Benefits•••

••••••

Page 16: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager

Page 17: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager

Page 18: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager

Page 19: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager

Page 20: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Comprehensive Leave Manager

Page 21: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

integrity-data.com/software/comprehensive-leave-manager/

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Read our blog

Watch videos

Customer stories

Check the ROI for YOU

Download software

Download documentation

Follow us

Page 22: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

PROMO: Buy 2, Get 2 free!

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• Promo: Buy 2, Get 2!• Thru June 2• Sign up for webinar: integrity-data.com/payroll-webinar/

Page 23: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Call for Testimonials and ReferralsWe’ll buy you coffee!

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Happy with your HRP product? Send us a testimonial and we’ll send you a Starbucks gift card!

Want to spread the love? Make an introduction to a friend that may need our solutions. Once your referral has bought our solution, we will send you a gift from a very special, local business of which we are a raving fan!

Page 24: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Next User Group sessionMark your calendar!

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• Tuesday July 18 at 1:30 CST • Call for topics!• Email [email protected]

Page 25: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved25

YOUR PEOPLE, OUR PRIORITY

Payroll Processing- Negative Payroll

Transactions- Negative Deductions- Mid Pay Period

Rate Changes- Overtime Hours

Rules

Payroll Accounting- Employee Accounts

and Splits- FTE Manager

Tailor-made Solutions

ACA Compliance and Reporting

Benefits Management- Leave Management- Enhanced Retirement

Plans- Life Insurance Tax

Calculator

Payroll Productivity- Employee E-mail Suite- Paycheck “What If”

Calculator

Stellar Support

Page 26: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

integrity-data.com/software/comprehensive-leave-manager/

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Read our blog

Watch videos

Customer stories

Check the ROI for YOU

Download software

Download documentation

Follow us

Page 27: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Questions – Fire away!

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© Integrity Data 2016. All rights reserved.

Page 28: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved

Thank you

integrity-data.com/@IntegrityData

Learn more

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Contact [email protected]

Keith SchmidtSenior Customer Care Representative / ConsultantKeith [email protected]

Page 29: Master Managing Mandatory Sick Leave in Dynamics GP€¦ · Brunswick and Trenton ... • Employee could have several sick balances at one time • Can apply to Full Time, ... Call

© Integrity Data 2016. All rights reserved