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HYDRAULIC TANK s
10. DESCRIPCIÓN DEL PROCEDIMIENTO
11.3.14. Mantener Cerrado el Tablero General de Herramientas
Payroll processing has been redesigned to provide a more consistent user interface with simplified setup and data entry.
Overview
Item Description
Required Optional. You may or may not use these features, depending on how you run your business.
Other product areas affected Accounts payable Human resources General ledger Project
Stakeholders Business decision makers
Implementation team members ISVs/developers
Partners
New functionality
Payroll now handles mandatory deductions for garnishments, including child support orders and tax levies. When there is more than one garnishment order for a worker, the calculation sequences ensure that each one is handled correctly, and that the combined deductions are not more than is legally allowed.
To generate pay by using payroll, positions must be assigned to workers. Position settings are used to control how earnings are generated. They are also used for workers’ compensation, general liability insurance, and unions.
Many payroll settings are now date effective. The date-effective settings simplify the maintenance of data for which changes must be tracked at different points in time. For example, if a worker notifies you that her residence will change in a month, you can enter the future-dated change immediately. The current residency information is used until the effective date that you set up for the new information, and the new information will automatically be used on the effective date. Special considerations
Payroll data and settings from Microsoft Dynamics AX 2009 can be migrated to Payroll for Microsoft Dynamics AX 2012. Because of the breadth and depth of the enhancements, many new settings must be set up before the initial payroll run after the migration.
Benefits and deductions have changed extensively from Microsoft Dynamics AX 2009. Benefit setup and the determination of eligibility for benefits are both handled in Human resources. Setup for deductions and contributions is done in the Payroll module. Workers can be enrolled in benefits from either Human resources or Payroll.
Posting payroll and issuing worker payments are now separate processes.
Some terms that were used in Microsoft Dynamics AX 2009 have been changed in Microsoft Dynamics AX 2012 to better align with standard usage in the payroll industry.
Term used in Microsoft Dynamics AX 2009
New term for Microsoft Dynamics AX 2012
Comments
Benefit Benefit accrual Benefit accrual plans for sick leave and paid time off can be set up in forms that you open from the Setup group on the Payroll area page.
Fringe benefit Benefit Fringe benefits have been merged with all other benefits in Microsoft Dynamics AX 2012. What was previously called a fringe benefit in Microsoft Dynamics AX 2009 is now called a benefit that has an employer contribution but does not have a worker deduction.
Imputed earning Fringe benefit An imputed earning is now a fringe benefit, such as life insurance, that workers are taxed on, even though they do not receive any increase in their pay.
Pay elements Earning codes Pay elements, such as deductions, contributions, and union fringe benefits, were previously combined, and now they are separate and are referred to as earning codes.
Comparison with Microsoft Dynamics AX 2009
Payroll has changed considerably since Microsoft Dynamics AX 2009. Microsoft Dynamics AX 2012 includes the following new functionality:
Handling for garnishments (including child support orders) and tax levies
Position settings for payroll
The following payroll functionality is changed for Microsoft Dynamics AX 2012:
Payroll taxes
Benefit accrual plans, such as paid time off and sick time off
Generation of earnings statements
Generation of pay statements
The use of earning codes to identify the type of earnings that workers receive for their services
Worker settings for payroll
Benefits and deductions
Posting and issuing pay
Handling for garnishments and tax levies What can you do? Microsoft
Dynamics AX 2009 Microsoft Dynamics AX 2012 Why is this important?
Set up deductions to
orders) and tax levies. set up benefits. Enter and store the
state and federal requirements that are used to determine disposable income.
Not available Specify percentage- based limits and other data that is necessary to ensure that a garnishment or levy does not reduce a worker’s net pay below the minimum set by federal, state, or local governments.
Your payroll process complies with applicable legal requirements.
Correctly calculate deductions for one or more garnishments or tax levies.
Not available Specify the amount or percentage of wages to deduct, the lifetime limit for the garnishment (if applicable), the order in which deductions are calculated, and the maximum percentage of the base wages that can be deducted.
Net pay is calculated correctly.
Position settings for payroll What can you do? Microsoft
Dynamics AX 2009
Microsoft
Dynamics AX 2012
Why is this important?
Use position settings to control how earnings are generated.
Not available Specify the legal entity that the position is paid from, set the normal hours worked per year and the pay cycle for the position, and select whether to generate pay based on salary or a schedule.
The amount of data entry that is required when workers change positions is reduced, and the risk of payroll errors is minimized.
Set up workers’ compensation, general liability insurance, and union settings for the position.
Not available Assign default values to positions to control standard worker settings, and
automatically assign the values to workers who are assigned to the positions.
The amount of data entry that is required when workers change positions is reduced, and the risk of errors is minimized.
Set up accounting details, such as financial dimensions and
template support for the position.
Accounting details were
set up for the worker. Assign default values to positions to control standard worker settings, and
automatically assign the values to workers who are assigned to the position.
The amount of data entry that is required when workers change positions is reduced, and the risk of errors is minimized.
Payroll taxes
What can you do? Microsoft
Dynamics AX 2009 Microsoft Dynamics AX 2012 Why is this important?
Configure payroll tax
codes. Not available Add posting rules, tax withholding account numbers, SUTA tax
Customizable tax codes ensure that payroll taxes are calculated
rates, and other details to the tax codes that are provided with Microsoft Dynamics AX 2012.
correctly.
Set up the state and local taxes that you require.
Set up all taxes that exist in every state that your organization operates in.
Set up only those state and local taxes that apply to the tax regions that your organization operates in.
The amount of setup and maintenance that is required for payroll taxes is reduced.
Benefit accrual plans, such as paid time off and sick time off What can you do? Microsoft
Dynamics AX 2009
Microsoft
Dynamics AX 2012
Why is this important?
Keep a detailed audit history of all changes that are made to worker benefit accrual
balances.
Balances could be updated, but no records were kept regarding when the change was made and who made it.
Audit records are created for every change in an accrual plan balance, whether the change is made manually or as part of an automated process.
Protects the integrity of benefit accrual data.
Accrue balances based on either the worker hire date or the seniority date.
Accrued balances were based on the hire date only.
You can specify the basis that is used to accrue benefits under a benefit accrual plan.
Provides greater flexibility in designing your benefit accrual plans.
Configure multiple earning codes to deduct the balances of a plan.
A single earning code was used for each benefit accrual plan.
You can set up as many earning codes as you need for each benefit accrual plan. For example, you might use separate earning codes for positions in different legal entities.
Allows for more flexible accounting for benefit accrual plans.
Generation of earnings statements What can you do? Microsoft
Dynamics AX 2009 Microsoft Dynamics AX 2012 Why is this important?
Automatically generate
earnings. Generate earnings based on a set of working days in a week.
Generate earnings based on either schedule or salary.
Eliminates most manual entry and reduces the risk of errors.
Manually generate earnings, including earnings not related to time worked or to leave.
Enter the earning information through employee attendance.
Enter the earning information in an earnings statement.
Provides flexibility for entry of earnings not generated as salary or from a schedule. Release earnings for
payment processing. Not available Releasing earnings is a stand-alone process that designates the earnings as ready to be processed in a worker payment.
The release process validates that the accounting distributions for the earnings are complete.
Generation of pay statements What can you do? Microsoft
Dynamics AX 2009
Microsoft
Dynamics AX 2012
Why is this important?
Track pay statements that are generated as part of a group in a single payroll run.
Not available Batch numbers are automatically assigned when you generate pay statements.
Reports and other downstream processes can be run on the same set of pay statements. Provide a combined pay
statement to workers who hold multiple positions that are paid in the same pay cycle and by the same legal entity.
A separate pay
statement is created for each position that a worker holds.
Include independent benefits and earnings in a single pay statement.
Reduces the potential for employee confusion by providing a
consolidated pay statement for a given period of time.
Earning codes
What can you do? Microsoft
Dynamics AX 2009 Microsoft Dynamics AX 2012 Why is this important?
Specify accounting templates and dimension values to earning codes.
Not available Accounting templates and dimensions are linked to earning codes, so that different earnings can be accounted for differently.
Ensures that the cost of earnings is distributed to accounting
dimensions by using the accounting rules that are specified on the earning code. Integrate Payroll with
fixed compensation plans in the Human resources module.
Not available Earning codes for which the rate basis is hourly, monthly, annually, or per pay period will reference the fixed compensation plan for the worker position assignment during the earnings generation process.
Simplifies the worker earning setup and leverages the HCM fixed compensation structure. This provides the ability to specify earnings by position, allows multiple compensation plans to be active at the same time, and allows compensation rates to be derived for each worker and position instead of for each worker.
Create and assign
gross-up earning codes. Gross-up earnings could be generated, but they were difficult to set up.
Create earning codes that are used to correctly calculate gross-up earnings. The gross-up amount is the amount that is added to the net take-home pay, so that an employee always receives a specified amount.
This process automatically “backs out” tax changes that might be missed if performed manually. For example, if a tax bracket changes, and a worker receives a $500 car allowance, the worker’s pay will automatically be adjusted so that $500 is still received after the new tax amount is deducted.
Worker settings for payroll What can you do? Microsoft
Dynamics AX 2009
Microsoft
Dynamics AX 2012
Why is this important?
Set up worker bank
accounts. A Payroll employee bank account was used. Payroll integrates with the Human resources worker bank account and the cash and bank management bank account distributions.
The information is set up and maintained in one area, which provides less chance for discrepancies.
Set up bank account disbursement by legal entity.
Workers were paid through a Payroll bank account.
Workers are paid through the Human resources worker bank account.
Reduces setup and improves integration.
Use date-effective settings to maintain worker information, such as residency and marital status, that affects payroll status.
Changes to tax-related settings were effective as soon as they were entered. There was no record of previous values for those settings.
Enter worker data for tax regions and tax codes, and specify the date that the change in the data takes effect.
Simplifies data management and ensures that payroll taxes are calculated correctly.
Benefits and deductions What can you do? Microsoft
Dynamics AX 2009 Microsoft Dynamics AX 2012 Why is this important?
Enroll workers in benefits that they are eligible for by using the new eligibility policy functionality in the Human resources module.
Any worker could be
enrolled in any benefit. Workers can only be enrolled in benefits that they meet the eligibility requirements for.
The policies that your organization sets for benefit eligibility are enforced simply and fairly, with less risk of error. Set up benefits in different categories, such as healthcare, retirement, and workers' compensation. Each category of benefits was set up and processed individually.
Use the same forms and controls to set up all benefit categories.
Simplifies the data entry process.
Posting and issuing pay What can you do? Microsoft
Dynamics AX 2009 Microsoft Dynamics AX 2012 Why is this important?
Submit pay statements to Accounts payable for payment.
Submitting the pay statements for payment to Accounts payable and posting the payments were done in one process.
Submit pay statements to the Payment journal for payment.
Allows users the flexibility to do the submitting and posting processes in the order that they want, so that they can pay workers in a timely manner. Post pay statements. Submitting the pay
statements for payment to Accounts payable and posting the payments were done in one process.
Post the pay
statements. Allows users the flexibility to do the submitting and posting processes in the order that they want, so that they can pay workers in a timely manner.