Table of Contents

Introduction
Microsoft Dynamics Courseware Overview.........0-2
Student Objectives.....0-3

Module 1: INTRODUCTION
Lesson 1: Introduction to Payroll in Microsoft Dynamics
AX 2012 R2 ........................................................................................................................................................1-2
Lesson 2: How Payroll Works With Human Resource Management (HRM) ............................1-4
Lesson 3: How Payroll Works With Other Modules ..........................................................................1-6

Module 2: PAYROLL SETUP

Lesson 1: Setting Up the Module Parameters .....................................................................................2-2
Lesson 2: Pay Cycles and Pay Periods.....................................................................................................2-5
Lab A: Create a Monthly Pay Cycle ..........................................................................................................2-8
Lesson 3: Calculation Frequencies ...........................................................................................................2-9
Lesson 4: Earning Codes ........................................................................................................................... 2-11
Lab B: Maintain Earning Codes .............................................................................................................. 2-17
Lesson 5: Tax Setup .................................................................................................................................... 2-19
Lesson 6: General Ledger Setup ............................................................................................................ 2-22
Lesson 7: Accounts Payable Setup ........................................................................................................ 2-23

Module 3: BENEFITS SETUP

Lesson 1: Benefit Elements .........................................................................................................................3-2
Lab A: Set Up the Components of a Benefit ..................................................................................... 3-16

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Payroll in Microsoft Dynamics AX 2012

Lesson 2: Contribution Calculation Rates .......................................................................................... 3-19
Lesson 3: Create Benefits.......................................................................................................................... 3-21
Lab B: Working With Benefits ................................................................................................................. 3-31
Lesson 4: Benefit Accrual Plans .............................................................................................................. 3-35
Lab C: Set Up a Sick Leave Benefit Accrual Plan for Part-Time Workers ................................ 3-40
Lesson 5: Disposable Income Definitions ........................................................................................... 3-41

Module 4: SCHEDULING
Lesson 1: Working Time Templates.........................................................................................................4-2
Lesson 2: Working Time Calendars .........................................................................................................4-5
Lesson 3: Planning the Template For a Schedule ..............................................................................4-9
Lab: Create a Calendar ............................................................................................................................... 4-10

Module 5: POSITION SETUP

Lesson 1: Payroll Setup For a Position....................................................................................................5-2
Lab: Set Up Payroll Information For a Position ...................................................................................5-8

Module 6: WORKER SETUP

Lesson 1: Earning Codes ..............................................................................................................................6-2
Lesson 2: Taxes ................................................................................................................................................6-3
Lesson 3: Benefits ...........................................................................................................................................6-7
Lesson 4: Garnishments and Tax Levies .............................................................................................. 6-12
Lab A: Maintain Worker Benefit Details .............................................................................................. 6-17

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Table of Contents
Lesson 5: Benefit Accruals ........................................................................................................................ 6-18
Lab B: Adjust the Worker's Paid Time Off Balance ......................................................................... 6-25
Lesson 6: Bank Accounts .......................................................................................................................... 6-26
Lesson 7: Position Assignment Changes ............................................................................................ 6-28

Module 7: PAYROLL PROCESSING

Lesson 1: Generate Worker Earnings ......................................................................................................7-4
Lab A: Create Worker Earnings............................................................................................................... 7-19
Lesson 2: Work With Earnings Statements ........................................................................................ 7-23
Lab B: Maintain the Earnings Statements........................................................................................... 7-29
Lesson 3: Generate Pay Statements ..................................................................................................... 7-33
Lab C: Generate Pay Statements ............................................................................................................ 7-35
Lesson 4: Work With Pay Statements .................................................................................................. 7-37
Lab D: Working With Pay Statements.................................................................................................. 7-52
Lesson 5: Issue Worker Payments ......................................................................................................... 7-54
Lab E: Issue Worker Payments ................................................................................................................ 7-58
Lesson 6: Post Payroll and Generate Vendor Invoices for Benefits and Taxes..................... 7-62
Lab F: Post Payroll and Generate Vendor Invoices ......................................................................... 7-65
Lesson 7: Work With Issued Pay Statements .................................................................................... 7-66
Lab G: Reissue a Payment for a Lost Check ....................................................................................... 7-69
Lab H: Process a Gross Up Payment ..................................................................................................... 7-71

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Payroll in Microsoft Dynamics AX 2012

Module 8: REPORTS AND INQUIRIES
Lesson 1: Inquiries ..........................................................................................................................................8-2
Lesson 2: Reports............................................................................................................................................8-5

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