Do you find updating paycode rates, vacation pay percentages and employee deduction amounts in Microsoft Dynamics GP’s Canadian Payroll module slow and tedious work? Did you know that it doesn’t need to be?
PayCode Mass Update
Encore has developed their own version of PayCode Mass Update that will have you completing this otherwise mundane task in short order, freeing up what could be hours of your day and allowing you to move on to other tasks.
If the paycodes that you are updating will impact other paycodes assigned to your employees, you can complete the PayCode Mass Update Relationship Setup as shown in this simple example:
As shown, I have created a relationship between my ‘Hourly Regular Pay’ paycode and my ‘Hourly Overtime’ Income type Paycode. PayCode Mass Update will allow you to create a relationship for both Income and Banked Paycode Types within the Paycode Mass Update Relationship Setup window. In my straightforward example above I have assigned a Factor of 1.5 to my OT Paycode. By creating a relationship between paycodes, updating the payrate assigned to the Hourly Regular Pay paycode will automatically adjust the Hourly Overtime rate by 1.5 times the new Hourly Regular Pay rate.
To update Dynamics GP Canadian Payroll paycodes with Encore’s PayCode Mass Update, select the PayCode and the scrolling window will populate with all employees assigned the selected PayCode. You have a few options when updating rates from within the PayCode Mass Update Utility window. Refer to the ‘Set New Rate’ section in the above screenshot. You can enter a rate and copy the new rate to all employees within the scrolling window, or you can start by using the ‘Copy from Current Rate’ option which will copy over the current rate into the New Rate Column where you can then manually adjust the employees REG (Hourly Regular Pay) rates. As you adjust the REG paycode New Rate for your employees, the OT rate will recalculate based on the previously defined factor of 1.5. Once changes have been completed, simply select ‘Commit’ and the New Rates will be locked in. Does it get any easier than that?
The process for updating Vacation Pay percentages is the same as detailed above, other than that you will not go through the process of creating any relationships. Simply pull in all employees or restrict the employees returned by utilizing the filter options available. The employees current Vacation Pay Percentage will pull into the window. Following the same process, enter a new rate and copy to all or copy from the current rate and manually adjust. Once the changes have been completed, commit and your work here is done!
The latest and possibly the most exciting new feature recently released for PayCode Mass Update is the ability to update employee deduction amounts.
From Encore’s PayCode Mass Update Deduction Setup window, simply enter or select the Deduction PayCodes that you plan to update through the PayCode Mass Update module.
Next, go to the PayCode Mass Update Utility window and select the ‘Deduction’ option in the header which will then return all employees who have been assigned the Deduction PayCodes that you had defined in the setup window. If you are only wanting to update a single Deduction paycode, use the PayCode lookup to select the applicable code, then proceed in the same way that you did when updating Income and Banked Paycodes and Vacation Pay %’s. Commit – done!
Also included in the Encore PayCode Mass Update module is an importer tool which will populate the PayCode Mass Update Utility window from a .csv file for your employee Deduction paycodes. Browse out to the location in which the file is saved and map to the columns within the file that contain the amounts for the Employee Deduction paycodes. Select Import to PMU Utility and the PayCode Mass Update Utility window will open with the New Rate amounts populated from the import file. Review, update if required and commit. So quick and easy!
For further information please reach out to Encore Product Sales by emailing firstname.lastname@example.org
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