You are on page 1of 4

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

1

Microsoft Official Training Materials for Microsoft Dynamics ®
Your use of this content is subject to your current services agreement

............................ 3-31 Lesson 4: Benefit Accrual Plans .......4-9 Lab: Create a Calendar ................................. 3-41 Module 4: SCHEDULING Lesson 1: Working Time Templates.........................................................................................5-2 Lab: Set Up Payroll Information For a Position .................................................................................................. 6-17 2 Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement ...........................................................................................................................................................................Payroll in Microsoft Dynamics® AX 2012 Lesson 2: Contribution Calculation Rates ............................... 3-40 Lesson 5: Disposable Income Definitions ..................................................................................................................4-5 Lesson 3: Planning the Template For a Schedule ........................................................................................................................................................................................................................................................................................... 3-35 Lab C: Set Up a Sick Leave Benefit Accrual Plan for Part-Time Workers ................................................................6-3 Lesson 3: Benefits ...................................................................................................................................... 4-10 Module 5: POSITION SETUP Lesson 1: Payroll Setup For a Position............................5-8 Module 6: WORKER SETUP Lesson 1: Earning Codes .........................................................................................................................................................................................................................................................................4-2 Lesson 2: Working Time Calendars .............. 3-21 Lab B: Working With Benefits .......6-7 Lesson 4: Garnishments and Tax Levies .................................................................................................................................................6-2 Lesson 2: Taxes ........................................ 6-12 Lab A: Maintain Worker Benefit Details ........................................................................................................................................ 3-19 Lesson 3: Create Benefits...................................................................

............................................................................ 7-66 Lab G: Reissue a Payment for a Lost Check .......................................................................................................................................................................................................................................................................................................................................................... 7-71 3 Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement .............. 7-54 Lab E: Issue Worker Payments ......................................................................................................... 7-19 Lesson 2: Work With Earnings Statements ..................... 7-69 Lab H: Process a Gross Up Payment ..................................................................... 6-28 Module 7: PAYROLL PROCESSING Lesson 1: Generate Worker Earnings .....................................Table of Contents Lesson 5: Benefit Accruals ................................. 7-29 Lesson 3: Generate Pay Statements ................................................... 6-26 Lesson 7: Position Assignment Changes ............................................................... 7-62 Lab F: Post Payroll and Generate Vendor Invoices ........................ 7-58 Lesson 6: Post Payroll and Generate Vendor Invoices for Benefits and Taxes................................................................ 7-37 Lab D: Working With Pay Statements............................ 7-23 Lab B: Maintain the Earnings Statements............................................................................................................................................ 7-35 Lesson 4: Work With Pay Statements ................................................................................................................7-4 Lab A: Create Worker Earnings........................................................... 7-65 Lesson 7: Work With Issued Pay Statements .................................. 6-25 Lesson 6: Bank Accounts ........................................................ 7-33 Lab C: Generate Pay Statements .............. 6-18 Lab B: Adjust the Worker's Paid Time Off Balance ................................ 7-52 Lesson 5: Issue Worker Payments ..........................................................................................................................................................................................................................................................................................................................................................................................................................

.........................................................................8-2 Lesson 2: Reports....................................................................................................Payroll in Microsoft Dynamics® AX 2012 Module 8: REPORTS AND INQUIRIES Lesson 1: Inquiries ..........................8-5 4 Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement ................................................................................