GP Payroll and HR Solutions

GP Payroll and HR Solutions 2017-10-16T12:57:22+00:00

GP Payroll & HR Solutions
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Integrity Data Product Activation for Dynamics GP Add-ons 2017-09-15T10:05:50+00:00

KB00-011

The Activation Engine is installed by default when a product is installed.

Integrity Data products activate automatically after the product is installed and you log into Dynamics Great Plains as ‘sa’ for the first time. The Activation engine reaches out over the internet to the Integrity Data Activation Server in the Microsoft Azure Cloud and returns with the keys to activate the product. Once successful this will not happen again until another product is installed or a product is upgraded.

In rare cases the access to the activation server is blocked by a firewall or security software. This can happen when installing on a file server with no access to the internet. This will correct when a workstation with internet access is installed and successfully activates and stores the keys in the Dynamics database. Once activation successfully takes place for one computer the product(s) are activated and activation does not do any further communication to the activation server because it sees in the database that the activation is complete.

To access the Activation Manager log into Dynamics Great Plains as ‘sa’ and navigate to Tools > Setup > System > Activation Manager and select a product in the drop down list.

 

Site Name shows the site name from Dynamics Great Plains.

Account Number shows the Microsoft Account Number from Dynamics Great Plains.

Installed Version shows the build/version of the Integrity Data installed product.

Expiration Date shows the date that the product license expires.

Activation Status shows Trial or Permanent. (For a product you have purchased it should show Permanent).

Current Employees shows the count of active employees for all companies and should match the number shown on the Help About Microsoft Dynamics screen.

Employees Allowed is the number allowed by your license tier.

The scrolling region contains a list of all companies and allows you to select the status of Active by checking the box. Unchecking the box does not remove them from the Active employee count for licensing. If Active is not checked for a company the product is disabled for that company.

Manual Activation this button opens a window to enter a manual key supplied by Integrity Data and should only be used when directed by Integrity Data.

Auto Activation this button is used to initiate auto activation to reach out to the activation server. If it is unsuccessful, an error will show in the Activation Messages at the bottom and an image of the form should be sent to support@integrity-data.com for resolution. In most cases this is information on a new customer and needs correction on the activation server. For a few a manual key is needed because the computer cannot access the activation server.

 

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Last Review: 9/15/2017 – Revision: 1.0

Applies To: Microsoft Dynamics GP Products 

Employees Allowed has been exceeded for Comprehensive Leave Manager 2017-10-06T15:44:34+00:00

KB01-031

Q: How does Comprehensive Leave Manager get the count of active employees?
A: Comprehensive Leave Manager adds up the employees from all Dynamics GP companies except for test and historical companies.

Q: What causes Comprehensive Leave Manager to have higher than expected employee counts?
A:  1. This is typically caused by having a “test” or “historical” company improperly named -OR-
      2. You have actually exceeded the licensed Employee Count

Q: How do I fix improperly named test and historical companies?
A: Rename Test and Historical company databases, ensuring that the end of the Company Name is appended with one of the following: “<TEST>” or “<HISTORICAL>”. See examples below:

  • Dextordinary, Inc. <TEST>
  • Dextordinary, Inc. <HISTORICAL>

Note: To access and modify the Company Name open the Company Setup window via Microsoft Dynamics GP > Tools > Setup > Company > Company when logged into the Test or Historical Company that needs modified.

Q: How do I fix the exceeded the licensed Employee Count?
A: Contact sales@integrity-data.com for an upgrade to the next licensed Tier or call p: 888.786.6162 | 217.732.3737

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Last Review: 7/14/17 – Revision: 1.0

Applies To:
Microsoft Dynamics GP

How to edit the Microsoft Dynamics GP pay stub to include Comprehensive Leave Manager Leave Code and the available balance. 2017-01-08T13:23:23+00:00

KB01-030

This is one of three options to display Comprehensive Leave Manager leave time on the check stub. To review all options or to review options for Mekorma check stub click here.

Note: Using this option, you do not setup the pay stub information from the Leave Setup window. To use the options available on the Leave Code Pay Stub setup window click here.

Complete the following steps to add the leave code and available balance to the Employee Check and Earnings Statement:

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Microsoft Dynamics GP for the Product and then click on the Reports button.

3. Within the Original Reports section, select the Employee Check or Earnings Statement and then click Insert to move the report to the Modified Reports section. If the report is already in the Modified Reports section, continue to step 4.

4. Select the inserted report, click the Open button and then click the Layout button.

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5. Within the Toolbox window, select Payroll Check Description from the drop down list.

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6. Select Time Code Description Array and drag it into the visible area of the check.

7. Select additional Time Code Description Array fields based on the number of leave codes to print on the check. Ensure to increment the Array Index for each subsequent Time Code Description Array field added to the check.

8. Within the Toolbox window, select Payroll Work Check from the drop down list.

9. Select Time Available Array and drag it into the visible area of the check.

10. Select addition Time Available Array fields based on the number of leave codes to print on the check. Ensure to increment the Array Index for each subsequent Time Available Array field added to the check.

11. Close and Save the Modified Report.

12. Log into Microsoft Dynamics GP and set Security to the new Modified Form.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 5/3/2016 – Revision: 1.0

Applies To:
Microsoft Dynamics GP 2016 RTM
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

How to edit the Microsoft Dynamics GP pay stub to include Comprehensive Leave Manager Leave Code and a variety of leave balance information instructions. 2017-03-21T09:47:45+00:00

KB01-029

This is one of three options to display Comprehensive Leave Manager leave time on the check stub.  To review all options or to review options for Mekorma check stub click here.

This option is unsupported using the E-Mail Earnings Statements product. See the other two options if you are using E-Mail Earnings Statements and Comprehensive Leave Manager. 

This option uses the Pay Stub Settings from the Comprehensive Leave Manager Pay Stub Settings window. In this window, you can select which fields to calculate. We recommend only selecting the fields you wish to display on the check to calculate. This will calculate the amounts in array fields in the APR_PTO_WORK_Check table during the print checks process.

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Calculate Amount – Select if you want to start calculating the amount for the Column selected.

Maximum Hours To Display – if an amount is entered in this field the check would never display an amount over this maximum even if the employee had more time than this maximum.

Earned – This is the amount earned this pay period.

Earned YTD – This is the year to date amount earned. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Taken – This is the amount taken this pay period.

Taken YTD – This is the year to date amount taken. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Adjusted – This is the amount adjusted this pay period. Typically, this would be maximum balance adjustments.

Adjusted YTD – This is the year to date amount adjusted. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Pending – This is the amount accrued as pending this pay period.

Pending YTD – This is the year to date amount pending. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Available – This is the amount currently available this pay period. It does include the earned, taken and adjusted this pay period.

YTD Value Based On – If a YTD field is selected the system will calculate the Year To Date amount based on the YTD Value Based On selected. If you use YTD be cautious in the date and adjustment entry used for any manual adjustment entries.

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Calendar Year – The system uses the Calendar Year to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Accrual Year – The system uses the Leave Code Accrual Based on Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Carry Over Year – The system uses the Carry Over Year Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Other Date– The system enables you to specify a Day/Month and the current system date year to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Waiting Period– The system uses the Waiting Period Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Copy to all leave codes – Select this button to copy the Pay Stub Settings to all leave codes. If you do not copy to all leave codes, you will need to set up the options for each leave code.

After you have setup, the Pay Stub Settings select ok then save the Leave Code Setup record.

Report Writer Instructions

Now that we have identified the items to calculate, we will login to Report Writer to add the fields to the check. If you are not familiar with Report Writer here is a Microsoft user guide for Report Writer: http://dyndeveloper.com/files/GP10/reportwriter/reportwriter.pdf 

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Comprehensive Leave Manager for the Product and then click on the Reports.  You can use the standard Microsoft Dynamics GP report in Comprehensive Leave Manager. Any modifications to the Microsoft Dynamics GP report will need to be completed again on this report. Typically, this is masking the SSN or Bank Account number. 

Comprehensive Leave Manager standard report instructions

The user may select the standard Microsoft Dynamics GP form to insert and modify by completing the steps below.

  1. Within the Original Reports section, select the Employee Check and click the Insert button to move the report to the Modified Reports section.
    029 5
  2. Select the inserted report, click the Open button 
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  3. Select the Layout button
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The Direct Deposit Statement comes with three Leave Code Balance fields on the Statement. If you are using the Pay Stub Settings, you will need to remove these options by selecting Leave Code Balance 1, 2 and 3 and selecting delete.

The check does not have information for Comprehensive Leave Manager on it by default. You can add text fields for headings and complete the steps below to add the Leave Work Check information.

029 8
Depending on what you add to the check, you may need to edit the heading or create more headings.
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4. Within the Toolbox window, select the Leave Work Check from the drop down list. If you do not have this option send an email to support@integrity-data.com asking for assistance adding the Leave Work Check and Leave Work Check LTD tables.
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5. Select Leave Code options to display on the check and drag it into the visible area of the check. To see the full name of the field set your mouse over the field.
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6. After adding the field to the visible area of the check, you will be prompted to enter the Array Index. Start with Array 1 for each item. For example, if we want to display leave code, earned, earned YTD, pending, Pending YTD and Available balance, we would add each item with array 1. Then, to add a second leave code we would add each item with array 2 etc.

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Note: the fields do not need to be this long;
the example shows the full length to display the array number.

7. Complete steps 5 and 6 for each item to display on the pay stub.
8. The system also has Life to Date calculations you can add to the check. These will always calculate.
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9. Format the pay stub and add/remove heading and text fields as needed.
10. Save and Close the Modified Report.
11. Log into Microsoft Dynamics GP and set Security to the new Comprehensive Leave Manager Modified Form.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 5/3/2016 – Revision: 1.0

Applies To:

Microsoft Dynamics GP 2016 RTM
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

How to edit the Microsoft Dynamics GP pay stub to include Comprehensive Leave Manager Leave Code, per pay period earned, per pay period taken and current available balance Instructions. 2017-03-21T09:51:50+00:00

KB01-028

This is one of three options to display Comprehensive Leave Manager leave time on the check stub. To review all options or to review options for Mekorma check stub click here.

Complete the following steps to add the leave code, per pay period earned, per pay period taken and available balance to the Employee Check and Earnings Statement.

Note: Using this option, you do not setup the pay stub information from the Leave Setup window. To use the options available on the Leave Code Pay Stub setup window click here.

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Comprehensive Leave Manager for the Product and then click on the Reports button.  You can use the standard Microsoft Dynamics GP report in Comprehensive Leave Manager. Any modifications to the Microsoft Dynamics GP report will need to be completed again on this report. Typically, this is masking the SSN or Bank Account number. To proceed with this option complete Using Comprehensive Leave Manager standard report instructions below.

 

Using Comprehensive Leave Manager standard report instructions

The user may select the standard Microsoft Dynamics GP form to insert and modify by completing the steps below.

  1. Within the Original Reports section, select the Employee Check and click the Insert button to move the report to the Modified Reports section.
    028 3
  2. Select the inserted report, click the Open button
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  3. Select the Layout button028 5
    The Direct Deposit Statement comes with three Leave Code Balance fields on the Statement.  To add more Leave Codes to the Direct Deposit Statement complete the following steps:
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  4. Within the Toolbox window, select the Calculated Fields from the drop down list.
  5. Select Leave Code Balance 4 and drag it into the visible area of the check.
  6. 14. Select additional Leave Code Balance fields based on the number of leave codes to print on the check. Ensure to select the appropriate incremented Leave Code. For example, Leave Code Balance 4 and then Leave Code Balance 5.
  7. Close and Save the Modified Report.

    The check will need more information added than the direct deposit statement.  You will need to add text fields for the Code, Earned, Taken and Remaining field and add lines to create the boxes.  You may need to remove Pay Code Array’s and edit the check layout to incorporate the Leave Balance information.

  8. Log into Microsoft Dynamics GP and set Security to the new Comprehensive Leave Manager Modified Form.

Adding Calculated Fields

If you do not have the options for Leave Code Balance 1 through 10 already under calculated fields you can create them using the steps below. Ensure the constant starts at 1 instead of 11.

If the user has more than 10 leave codes assigned to an employee they may add additional calculated fields to display on the Employee Check and Earnings Statement. Complete the following steps to create additional calculated fields:

  1. Within the Toolbox window, select Calculated Fields from the drop down list and then select New.
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  2. The Calculated Fields Definition window will open; enter Leave Code Balance 11 as the Name.
  3. Select String for the Result Type and then select the Function Tab.
  4. Select System for Core and then select rw_leave_codes for the Function.
  5. Click the Add button.
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  6. Select the Fields tab and then select Payroll Master for the Resources.
  7. Select Employee ID for the Field and then click the Add button.
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  8. Select the Constants tab and then select Integer for the Type.
  9. Select 11 for the Constant. If there are, no calculated fields in report writer enter one instead of 11 on this step.
  10. The integer will need to increase for each calculated field added.
  11. Select the Add button.
    028 10

After the calculated fields have been added complete the previous steps to add the fields to the check.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 5/3/2016 – Revision: 1.0

Applies To:
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

How to remove Comprehensive Leave Manager transaction directly from SQL 2017-01-08T13:23:24+00:00

KB01-027

Yes, the leave transactions are in the APR_PTO20200 table. You can use SQL to remove transactions, if needed. Before deleting transactions, you may want to see if an adjustment using the Leave Transaction Entry or Leave Mass Transaction entry is a better option first. http://www.integrity-data.com/faq-items/kb-comprehensive-leave-manager-transaction-adjustments/.

If you decide to remove leave transactions from SQL, we recommend backing up the company database before you begin. Once you remove the transactions, the Reconcile SQL script will need to be ran to recalculate the balance and summary information. http://www.integrity-data.com/faq-items/kb-comprehensive-leave-manager-reconcile-sql-script/.

You can first start with a select statement to back up the existing table.

/*This statement will create a table APR_PTO20200BACKUP and enter all transactions from APR_PTO20200 into this new table.*/
Use TWO /*Enter your company database*/
Select * into APR_PTO20200BACKUP from APR_PTO20200

Next, we can use a Select statement to determine the records you want to remove.

Use TWO /* Enter your company database*/
Select * from APR_PTO20200
where EMPLOYID = ‘ACKE0001’ /*Enter your Employee ID instead of ACKE0001*/
and APRPTOCode = ‘VACN’ /*Enter your leave code instead of VACN*/

Once all the criteria is specified and the select statement returns the rows you want to remove then change the Select * from to Delete. When you execute the delete statement in SQL it will remove all the records, which appeared in the select statement. Keep in mind, once the records are removed, unless you have a backup of the data, it will be gone.
Example for removing all transactions for an employee and leave code.

Use TWO /* Enter your company database*/
Delete APR_PTO20200
where EMPLOYID = ‘ACKE0001’ /*Enter your Employee ID instead of ACKE0001*/
and APRPTOCode = ‘VACN’ /*Enter your leave code instead of VACN*/

Example for removing all transactions for all employees and leave codes.

Use TWO /* Enter your company database*/
Delete APR_PTO20200

Lastly, you need to run the Comprehensive Leave Manager reconcile script. This script recalculates the transaction amounts and updates the summary table. http://www.integrity-data.com/faq-items/kb-comprehensive-leave-manager-reconcile-sql-script/.

**IMPORTANT** this script should be ran every time you edit data in SQL for APR_PTO20200 or APR_PTO00120 table. If you do not run this script, you will receive unexpected accrual calculations.

Comprehensive Leave Manager Order of Operations 2016-04-26T08:25:16+00:00

KB01-024

The system will process Leave Time in the following order:

  1. Apply Taken Time
  2. Apply Carry Over Limits
  3. Convert Paid Hours to Comp Time
  4. Calculate Accrual Amounts
  5. Apply Maximum Accrual Limits
  6. Make Pending Time Available
  7. Apply Maximum Balance Limits
Comprehensive Leave Manager Transaction Adjustments 2017-01-08T13:23:24+00:00

KB01-026

There are three options to make transaction changes for employees and leave codes. First, you can make a Leave Transaction Entry for a single employee and leave code. Second, you can enter a mass transaction for one leave code and several employees. Third, you can use SQL scripts to edit transactions directly in SQL Server.

Both the Leave Transaction Entry or the Mass leave transaction entry allows you to enter different types of transactions. For details on each type review the Comprehensive Leave Manager User Guide: http://www.integrity-data.com/wp-content/uploads/GP2013-Comprehensive-Leave-Manager-User-Guide.pdf

The system does allow you to create a transaction for each leave option; Earned, Pending, Taken and Adjusted.

Trx 1

If a user is familiar with SQL Server Management Studio, they could create SQL Scripts to edit the existing transactions.  We recommend you work with your IT staff if you want to edit the data directly in SQL.  The transaction table is APR_PTO20200.  After the edits have been made in SQL the Comprehensive Leave Manager Reconcile SQL script will need to be executed to recalculate the transactions and update the Summary table.

Trx 2

Trx 3

Trx 4

 

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 4/8/2016 – Revision: 1.0

Applies To:
Comprehensive Leave Manager for Microsoft Dynamics GP 2015 R2
Comprehensive Leave Manager for Microsoft Dynamics GP 2013 R2

Comprehensive Leave Manager Reconcile SQL Script 2016-04-15T13:22:24+00:00

KB01-025

Use this SQL script to recalculate the remaining balance for the Employee Leave Transactions and recalculate the Earned, Taken, Adjusted and Remaining leave summary amounts.  Copy and paste the script from the .txt file into SQL.

Reconcile_Script.txt

 

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 4/15/2016 – Revision: 1.0

Applies To:
Comprehensive Leave Manager for Microsoft Dynamics GP 2015 R2
Comprehensive Leave Manager for Microsoft Dynamics GP 2013 R2

Comprehensive Leave Manager SQL Table Information 2017-01-08T13:23:24+00:00

KB01-024

SQL 1

SQL 2

SQL 3

SQL 4

SQL 5

SQL 6

 

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.
If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base:  http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 4/8/2016 – Revision: 1.0

Applies To:
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

What are troubleshooting tips for Employee E-Mail Suite and Adobe Acrobat? 2017-01-08T13:23:25+00:00

KB02-029

Adobe Acrobat Post Script Files

When you process the E-Mail Earnings Statements or E-Mail W-2 Statements but the error report never prints and a postscript PDF file is being created in the PDF file location but the system never converts the postscript file to the PDF file typically, this means there is an issue with the installation and/or performance of Adobe Acrobat.

Microsoft Dynamics GP > Tools > Setup > Payroll > Email Suite

Adobe 1

Incorrect file indicating an issue with Adobe Acrobat:

Adobe 2

Correct file indicating the system successfully created the PDF File.

Adobe 3

The first step is to verify a valid version of Adobe Acrobat is being used.  You can verify the version installed from Control Panel Programs and Features list.  The supported versions of Adobe for Employee E-Mail Suite are Adobe Acrobat Standard or Pro X, XI or DC.  Adobe Reader is NOT supported. 

Adobe 4

Secondly, verify only one version of Adobe is installed.  There have been known problems when multiple versions are found on a computer (i.e. Acrobat Standard X with Reader 9.0 or Acrobat Standard XI with Adobe reader X).  Finally, the location of all installed products must be the same.  If all of this is valid and an error is still being received uninstall and reinstall adobe.

Citrix and Adobe Acrobat

It must be noted that Adobe has a special deployment method for Citrix servers.  If you are on a Citrix server verify with Adobe that it is correctly installed on your server.  If it is not correctly installed, the product will not function properly.  Please contact Adobe with any questions regarding the deployment on a Citrix server.

https://www.adobe.com/devnet-docs/acrobatetk/tools/AdminGuide/citrix.html

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/

Videos: http://www.integrity-data.com/hrp/videos/

Last Review:      3/29/2016 – Revision: 1.0

Applies To:  
Microsoft Dynamics GP 2015 R2

Microsoft Dynamics GP 2013 R2

How do I manually turn on the Microsoft Outlook Add-in for Employee E-Mail Suite? 2017-01-08T13:23:25+00:00

KB02-028

Microsoft outlook will sometimes disable an add-in automatically.  Typically, this is based on how long it takes for an add-in to load at start-up.  If the add-in takes a significant amount of time to load, Outlook will automatically disable it. This means that the add-in will have to be manually turned on. When this occurs, an error is visible at the time of Start-up that states an add-in problem occurred.  To correct this the add-in will have to be manually enabled.   

EES addins 1

 

 

Click on “View Disabled Add-ins…”

EES addins 2

 

Click “Always enable this add-in”

As a result of always enabling this add-in, outlook might take longer to start.  However, the add-in should then always be enabled.

These and other add-ins can be managed in File>Options>Add-ins or File > Manage Add-Ins.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/

Videos: http://www.integrity-data.com/hrp/videos/

Last Review:      3/29/2016 – Revision: 1.0

Applies To:  
Microsoft Dynamics GP 2015 R2

Microsoft Dynamics GP 2013 R2

Microsoft Outlook 2013

 

 

 

 

 

 

 

 

 

 

 

 

Integrity Data Product Release Notes for Year End 2015 2017-01-08T13:23:25+00:00

KB00-010

Microsoft Dynamics GP Payroll solutions
There is no need to update your current Integrity Data software to be compatible with the Microsoft Dynamics® GP Year-End release. All our Integrity Data solutions are compatible as is. Here are some products where an update may be useful:

  • Employee E-Mail Suite
    Updated W-2s of tax year 2015 are now available. Download that update here.Emailing 1095-Cs to employees will be possible! That release is planned for January 10th. Look for more information closer to that date.
  • Enhanced Retirement Plans
    The IRS has announced that 2016 Pension Plan Limitations; 401(k) Contribution Limit Remains Unchanged at $18,000 for 2016 so there are no changes you need to make to this product.
  • Comprehensive Leave Manager
    If your customer is based in California and they calculate hour work based on an accrual year instead of a calendar year, there will be changes needed in their set-ups. Look for more information on that by the end of this month.

ACA Solution

  • Improved year-end processing around the automatic creation of employee IRS form 1095-C and employer IRS form 1094-C information.
  • Electronic file generation for submitting IRS forms 1094-C and 1095-C information to the IRS based on the latest IRS guidance.
  • Employee ID usability enhancements for large employers
  • Enhancements for editing employee IRS form 1095-C information
  • Ability to edit and print the IRS form 1094-C
  • Automatic masking of the social security number on the IRS form 1095-C
  • New Stability Measurement Period analysis report
  • Additional detailed information for the following reports:Monthly Measurement Period analysis
    – Initial Measurement
    – Standard Measurement
  • Performance enhancements within the import process
  • Many customer-requested usability enhancements

If you have the cloud solution, these have already been activated within their system. If they do not have the cloud solution, please download the latest updates here.

Customer Resources

Our service to you, our valued customer, does not end with us continuously updating the software. To keep you in the loop, we have a circle of live and published support for you – throughout the year:

  • User Group webinars – a live opportunity to work with our team on such topics as ACA (the year-end close, the month-end close, eligibility tracking and affordability testing) for the ACA User Group and more general (GP) Payroll subjects for the Payroll User Group.
  • Knowledge Base answers to FAQs about use of our solution
  • Blogs
  • Access to our Support Team

To make sure you receive our communications – including invitations to User Group webinars – please make sure we have accurate contact information for you and your organization. You may update your contact information, add additional contacts as well as provide product feedback, and suggest product improvements by e-mailing us at support@integrity-data.com.

Employee Email Suite Setups considerations to improve processing speed 2017-01-08T13:23:25+00:00

KB02-027

The PDF File Location is where Employee Email Suite does all the work to create PDF files.  There are a few considerations when selecting this location.

1.)     The local drive is the fastest option to create the PDF Files.  It does not have to connect to the network.

2.)     Network drive – if the local drive is not an option you can use a network drive. 

  1. Map the shared drive: It is best to map the drive instead of using a UNC path.  A mapped drive maintains the network connection where as a UNC path continuously tries to connect to the network when creating the files.  The UNC path can slow down the process.
  2. Network speed can impact how quickly the system can create files in a shared drive.  10/100 or Gigabit network backbone.
  3. Other uses on Network share.
  4. VOIP has priority over data on the network.
  5. Intensive applications running on the network YouTube, Pandora, and the like.

3.)     Antivirus Software – the software can scan the PDF files when they are created, attached to an email and again when the email is sent.  This can slow the process down, if possible, whitelist the PDF file location from your Antivirus Software.  Then, it will not scan the PDF file during the creation process and speed up the process.

4.)     SQL and number of databases being used on the server.

5.)     Machine Memory – ensure the machine has sufficient memory. 

Addition Resources:

You may be interested in: How long does it take to process the e-mails article.

 

Last Review: September 29, 2015 – Revision: 1.0

Applies To:

  • Employee E-Mail Suite Microsoft Dynamics GP 2015
  • Employee E-Mail Suite Microsoft Dynamics GP 2013
  • Employee E-Mail Suite Microsoft Dynamics GP 2010
SmartList Designer for Comprehensive Leave Manager 2017-01-08T13:23:26+00:00

KB01-023

For additional reports in Comprehensive Leave Manager, you can use you existing SmartList functionality in Microsoft Dynamics GP to create custom reports. We will look in detail at building the Leave Summary report. You can then follow the same steps to build the other three reports.

  • Leave Summary – Displays data for all employees and leave codes from the Employee Leave Maintenance and Employee Leave Summary window.
  • Leave Transactions – Displays transactional data for all employees and leave codes from the Employee Leave Transactions window.
  • Leave summary during payroll – Displays employees and leave codes being processed this pay period and the leave balance amounts. This report only contains data during payroll processing. Run this report after calculate checks to verify leave earned, taken, pending and available amounts for this pay period.
  • Leave Transactions during payroll – Displays data for all employees and leave codes being processed this pay period and the leave balance amounts. This report only contains data during payroll processing. Run this report after calculate checks to verify leave earned, taken, pending and available amounts for this pay period.

To open SmartList Designer for Microsoft Dynamics GP select Microsoft Dynamics GP > SmartList > New Button. If you do not have the New button on your SmartList window login to Microsoft Dynamics GP as ‘sa’ to grant security for this functionality. See additional instructions on granting security below.

smart 1

To create the Leave Summary report we will first enter the List Name, Leave Summary and select Comprehensive Leave Manager as the product. In Database View, we can expand the Comprehensive Leave Manager product, Tables and 3rd Party. Here you will see all the Leave Tables. 

smart 2

For the Leave Summary report, we will want to find the Leave Employee Code Master table and check the checkbox.

smart 3

If you want to filter the report by Department, Position or other Employee specific information in Microsoft Dynamics GP then you can also add the Payroll Master table by expanding Microsoft Dynamics GP, Tables and Payroll then select Payroll Master.

smart 4

Next, we want to create a relationship between our two tables, within the Relationship section we can select Leave Employee Code Master as the TableName, select Employee ID as the FieldName, select Left Join, and select Payroll Master as the TableName2 and Employee ID as FieldName2. 

smart 5

The system now will display all the fields in the Comprehensive Leave Manager Leave Code Master and Microsoft Dynamics GP Payroll Master table. You may not want some of these fields in your report. In the Selected Fields section, you can delete any fields you do not want on the report.

smart 6

Once you believe your report is ready to view you can select Execute Query and review your results in the Result’s Preview section at the bottom of the SmartList Designer window.

smart 7

When you are finished, select Ok to close SmartList Designer and view your new report in SmartList.

smart 8

You can complete this process to create the other three reports. Except when you select your tables use the following tables for each report you want to create.

Leave Transactions report: Leave Employee Transactions

smart 9

Leave Summary during Payroll report: Leave Employee Code WORK

smart 10

Leave Transactions during payroll report: Leave Employee Transactions WORK

smart 11

How to setup security for SmartList Designer

  1. Open the Security Task Setup window.
    smart 12
  2. Select a current task ID assigned to the user or create a new one
  3. Select SmartList for the Product List
  4. Select Windows for the Type
  5. Select Company for the Series
  6. After the SmartList windows appear in the Access List pane, click to select the check box for SmartList Designer.
  7. Click Save

smart 13

If you opened an existing task in Step 2, you can skip the rest of the steps below. If you created a new task in Step 3, proceed to step 8

  1. Open the Security Roles Setup window.
    smart 14
  2. Open an existing role or create a new role.
  3. Find the task you created in Step 2 and select the check box next to it.
  4. Click Save.

smart 15

If you opened an existing role in Step 8, you can skip the rest of the steps below. If you created a new role in Step 9, proceed to Step 12.

  1. Open the User Security Setup window.
    smart 16
  2. Select the user and company.
  3. Find the role you created in Step 10 and select the check box next to it.
  4. Click Save.

smart 17

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

If you would like to search for information and resources for Integrity Data products check out the following site:

Additional reporting KB articles:

Last Review:       July 29, 2015 – Revision: 1.0

Applies To:  

  • Microsoft Dynamics GP 2015 R2
  • Microsoft Dynamics GP 2013 R2
Overview of Mandatory Sick Leave Setups in Comprehensive Leave Manager 2017-01-08T13:23:26+00:00

KB01-022

Several mandatory sick leave policies are designed to give the employee 1 hour of vacation time for every certain number of hours worked. Although employers can exceed this, they cannot provide less. If you want to exceed this requirement or, your state law enables other types of accruals, there may be other setup options that would work better for you. Most mandatory sick leave laws require the employer provide 1 hour of accrued vacation time for every 30 hours worked; thus, our example will focus on earning 1 hour for every 30 hours worked.

The accrual schedule can be setup to use Every X hours/Calendar Year or Every X hours/Accrual year to determine the accrual. The accrual year can be either Hire, Adjusted Hire or Other date.  The system will use the Accrual Based on Date to determine the year.  We define X as 30 hours in the To Range. When using Every X hours/Calendar Year the Calculation Factor is now how many hours should I earn when I reach the To range amount. We defined this as 1 hour.   

We have setup a Calendar year maximum of 24. You could use an Accrual year (Per Year – Variable) for the maximum as well. This maximum is different from an anytime maximum. The system will stop the accrual once the employee meets this maximum. In our example, if an employee met the accrual maximum of 24 hours in October the system would not accrue again until January, because we used a calendar year maximum in the setup. 

Calendar Year Example

sick 1

Accrual Year Example

accrual schedule

Now that we have the accrual schedule setup, we can begin the Leave Code Setup. When picking the Leave Code name, keep in mind this name can be displayed on the check. The Leave Type is Accrual. We can assign the Accrual Schedule we created above to this leave code.

sick 2

Accrual Based On can be hire date, adjusted hire date, other date or seniority date. If you use Every X hours/Accrual year and/or a maximum of per year-variable on the accrual schedule, the system will use the Accrual Based On date to determine a year. You can change this setting for specific employees at the Employee Leave Maintenance window. You could setup all existing employees with an accrual based on date of other and 7/1. Then, new hire employees can be set to adjusted hire date and the year would be defined from a hire date. This field does affect the years of service calculation on the Employee Leave Maintenance window. If you use Hire or Adjusted Hire date, the system will use the dates assigned at the Employee Leave Maintenance window.

sick 3

 

sick 4

The Effective Date is very important for this leave setup especially for existing employees with payroll history. The system looks at payroll history to determine hours from last week that should be included this week in the calculation. It determines which payroll to use by looking at transaction for a certain check date. You want to set the system to one day after the last check date when implementing. Let’s look at a few examples to determine the best date to set the effective date.

Employee hours and pay period information.

Hours worked

Pay Period Start

Pay Period End

Check Date

38.05

24-Jun

30-Jun

4-Jul

28.75

1-Jul

7-Jul

11-Jul

15.6

8-Jul

14-Jul

18-Jul

45.01

15-Jul

21-Jul

25-Jul

If the effective date was 7/1/2015 for the leave code, the first check run with the product is for July 11thcheck date, the system would include the 38.05 hours from week 1 in the calculation. The system calculates the hours over the 30 hour increments. The 8.05 hours from last week are the hours that should be applied to this weeks calculation. For the July 11th payroll the system will calculate 8.05+28.75 = 36.8 hours. Since the Employee worked 30 hours, the system will accrue 1 hour of sick time.  

When we process the July 18 check the system would look at 38.05+28.75 = 66.80. Then use the 6.80 hours over the 30 hour increment to give us 15.60+6.80 = 22.4. Thus, the employee does not accrue sick time on this check.

When we process the July 25 check the system would look at 38.05+28.75+15.6=  82.4. Then use the 22.4 hours over the 30 hour increment to give us 22.40+45.01 = 67.41 total hours for accrual. The system would accrue 2 hours of leave time this pay period.

You might notice we have worked a total of 127.41 hours but have only accrued 3 hours not 4 hours. Since the first check was already processed when we started using Comprehensive Leave Manager, you would have needed to import the first 1 hour accrual or used the Calculate Leave Accruals window to accrue that first hour from the payroll which was already posted.

Maybe you do not want to include the 38.05 hours from the July 4th check when you implement Comprehensive Leave Manager. You want to start accruing on the July 11 check for hours worked July 1 – July 7. In that situation, you want to use an effective date of July 5.  Then, when you run the July 11 check, the system will not look at any hours prior to July 5. 

sick 5

We can assign a waiting period to let the system determine if the accrued time would be pending or available. If an employee is within their probationary period, the system will enter the time in a pending status. In our example, we will use 30 days, we will discuss this further on the Employee Leave Maintenance window below.

sick 6

If you have an any time maximum, you can enter the Maximum Balance Option of Fixed Amount or use a year of service schedule. The system will create a maximum balance adjustment anytime an employee exceeds this maximum. 

sick 7

We can now define what pay codes the system will use to calculate the hours worked. The system will not include hours in the calculation unless you include the pay code in the leave setup. 

sick 8

The taken pay code is used to reduce the balance on the leave code. When you process a taken pay code through payroll it automatically creates the taken transaction and reduces the balance. If an employee had 48 hours in the remaining balance for the leave code (essentially at the anytime maximum) and then took 8 hours off. The system would then see the new balance at 40 and let the employee continue to accrue again – assuming we have not reached our accrual maximum of 24 hours for the year.

sick 9

Some state laws have requirements on the rate of pay for the taken time. Comprehensive Leave Manager does not calculate pay rates. The appropriate rate needs to be set on the Employee Pay Code Maintenance window.

sick 10

Some state laws allow you to limit the hours an employee can take. For example, California enables an employer to cap the taken time at 24 hours a year. Comprehensive Leave Manager does not automatically calculate this cap. An approval process needs to be in place for management to approve the amount of time the employee can take. We do have a feature logged to notify payroll users when an employee would exceed the 24 hours taken in the year. If you would like to know if this features has been added or you would also like to request this feature, email Support@integrity-data.com.

The system can apply carryover at anniversary year, calendar year and other date or, not apply carryover. It will apply carryover when the carryover date crosses over the pay period start or end date. You can automatically apply carryover as part of the payroll process by marking the Apply Carry Over During Payroll Processing. You can apply it using the Calculate Leave Accruals window by marking the Apply Carry Over During Manual Processing. There is a third option, Apply Leave Carry Over Amounts utility window, which can be ran anytime regardless of the options marked on the leave setup window.   For more information on carry over review this KB article: http://www.integrity-data.com/faq-items/how-do-i-apply-carryover-rules-with-comprehensive-leave-manager/ 

sick 11

The last item to check is the Calculate Earned Time During Payroll Processing. This field enables the system to automatically calculate leave time during payroll based upon your setups. 

sick 12

We have now completed the setup of the leave code.

Leave Setup

When we assign the Leave Code to the employee, there are a few employee specific fields to note. The Accrual Based on Date displays the employee specific Hire Date. If the Accrual Based on Date is changed to Other Date and 7/1/2015 is entered as the Accrual Based on Date then you will notice the years of service calculation will change. Since our accrual schedule is not based on years worked, rather hours worked, this does not affect the calculation.

sick 14

sick 15 

The waiting period date is set to the employee Accrual Based on Date. The system will calculate the waiting period end date at 30 days after the Waiting Period Date displayed. The waiting period expiration for this employee would be 9/2/2015 (8/3/2015 plus 30 days).

sick 16

If you use Waiting Period Unit of Date instead of days then the Waiting Period Date is the end date. In this example, we would enter 9/2/2015 as the end date on the Employee Leave Maintenance window.

sick 17

If an employee was hired in 2013, they would not be in a waiting period status. Whereas, a new hire would be within the 30 day waiting period. If you use the Days as your Waiting Period Unit the system will automatically calculate and determine if the employee was in a pending/waiting period status.

At this time, the pending amount is not available to display on the check; however, by the end of August 2015 it will be available to display on the check. We are also adding Year To Date values on the check for Pending, Earned and Taken. You can review the KB article on adding leave time to the pay stub: http://www.integrity-data.com/faq-items/kb-adding-leave-codes-paystub/

The Accrued Through Date is another Employee Specific field. This field will increment and be set to the pay period end date when the system posts payroll. For new implementations, it can be set to the pay period start date for the pay period you want to go live using Comprehensive Leave Manager. For new hires, you can set this to their hire date. 

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Comprehensive Leave Manager Order of Operations

The system will process Leave Time in the following order:

  1. Apply Taken Time
  2. Apply Carry Over Limits
  3. Convert Paid Hours to Comp Time
  4. Calculate Accrual Amounts
  5. Apply Maximum Accrual Limits
  6. Make Pending Time Available
  7. Apply Maximum Balance Limits

Although we designed the software to meet the requirements of the law, sometimes a customer would like additional functionality to make processes simpler. We want to provide customers with the best solutions for their needs. The best way for us to include new features and functionality is to hear from you. We love getting feedback from our customers. You can send an email to Support@integrity-data.com if you have questions or would like to request new functionality for the product. One new feature we are adding August 15, 2015 is the ability to include more leave information on the pay stubs. We are including the ability to add pending, and Year to Date values for leave time on the check. Once this feature is complete, we will be updating our KB article on Adding Leave Codes to the Paystub.

If you would like additional reports for Comprehensive Leave Manager check out these KB articles:

SmartList for Comprehensive Leave Manager:  http://www.integrity-data.com/faq-items/kb-smartlist-comprehensive-leave-manager/

SQL Views for Comprehensive Leave Manager: http://www.integrity-data.com/faq-items/kb-comprehensive-leave-manager-sql-views/

SmartList Designer for Comprehensive Leave Manager: http://www.integrity-data.com/faq-items/kb-smartlist-designer-for-comprehensive-leave-manager/ 

Questions / Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

Last Review:       April 25, 2016 – Revision: 1.1

Applies To:  

  • Microsoft Dynamics GP 2015 R2
  • Microsoft Dynamics GP 2013 R2
Integrity Data Product Release Notes for Microsoft Dynamics GP 2015 R2 2017-01-08T13:23:26+00:00

KB00-009

Comprehensive Leave Manager     

Version 14.0.10 product improvements

  • Void accruals when check is voided during payroll processing
  • Assign Carryover date year correctly from mass and quick assignment window
  • Enable the Transfer of earned amounts from Leave Transaction Entry or Leave Mass Transaction Entry to create the amount in the transaction instead of 0.00.
  • Browsing through VCR buttons prompted roll down when unmark prevent update 0.00 transactions was changed. This setting is on the setup window only and does not need to roll down.
  • When processing multiple leave codes the system would not updating the accrued through date on transactions with accrued amounts when prevent 0.00 transactions was marked.
  • Added Leave Transactions and Leave Summary inquiry windows to the new self-service user access
  • Added Comprehensive Leave Manager specific tables for the reporting table shared with PTO manager.

E-Mail Earnings Statements                          

Version 14.0.5 product Improvements

  • E-Mail W-2 Statements when employee ID is the same except one has a dash and then letter (employee ID ABCD and ABCD-A) the employee ID with a dash was getting the W-2 incorrectly sent.
  • Upgrade error EES_Convert_EES_SETP when upgrading form Microsoft Dynamics GP 2013 version 14.0.14 to Microsoft Dynamics GP 2015 version 14.0.3.

Paycheck What If Calculator

Version 14.0.4 product improvements

  • Mass gross up no longer fails when an employee does not have deductions assigned
  • The Add To Batch warning was displaying warnings from multiple users
  • When calculating with Transaction Auto Splits the user would receive UPR_Work_Pay_Type error
  • What if calculations were not including a deduction if it was not assigned to the employee
  • Enable Paycheck What If Calculator self-service functionality for the new Self Service users access
  • Add Menu navigation for Self Service functionality

Enhanced Retirement Plans                          

Version 14.0.4 product improvements

  • None

FTE Manager

Version 14.0.4 product improvements

  • None

Employee Accounts and Splits

Version 14.0.4 product improvements

  • None

Life Insurance Tax Calculator                                   

Version 14.0.5 product improvements

  • None

Mid Pay Period Rate Changes                                  

Version 14.0.4 product improvements

  • None

Negative Deductions Enhancement                       

Version 14.0.4 product improvements

  • None

Negative Payroll Transactions                                  

Version 14.0.4 product improvements

  • None

Overtime Hours Rules                                     

Version 14.0.5 product improvements

  • None
Will an employee need to have Adobe Reader to open the e-mailed statements? 2017-01-08T13:23:26+00:00

KB02-010

Yes, the employee will need to have Adobe Reader installed on their personal computer in order to open the earnings statement or W-2 statement. In the e-mail body you can manage notifying the employee that they would need Adobe Reader. You can also include a link to a website where the employee can download Adobe Reader.

Does Mid Pay Period Rate Changes function with Pay steps? 2015-06-10T12:11:24+00:00

KB09-002

Yes, the system works with Pay steps. 

What is an additional feature for Employee E-Mail Suite? 2015-06-10T09:42:46+00:00

KB02-026

Specify employees will receive e-mailed statements and let this software do the work for you: Employee E-Mail Suite automatically knows who will receive their earnings statement via e-mail (employees with an email address in GP and currently on direct deposit that have not opted out.

What are additional features for Comprehensive Leave Manager? 2017-01-08T13:23:26+00:00

KB01-021

  • Comprehensive Leave Manager is a perfect tool to manage mandatory sick leave: more cities and states are requiring employers to provide paid sick leave
  • Simple employee FMLA tracking assistant; identify specific pay codes used for FMLA. When these pay codes are used in a payroll transaction, this feature will automatically create an FMLA instance in HR
  • Make adjustments to leave balances: Comprehensive Leave Manager allows for leave adjustments, providing maximum flexibility to handle one-off adjustments to balance amounts. You can also create payout transactions that will get processed through your standard payroll cycle
  • Makes leave sharing among employees possible: Comprehensive Leave Manager easily coordinates leave time transfers to other employees when an employee is in an unfortunate situation and needs extra leave time. Share, donate or transfer leave time to other employees’ sick banks easily.
  • Easily run reports to identify employees with lost time due to maximum or carry-over adjustments and transfer excess leave time to another leave code: view lost time by calendar year, fiscal year or all years. Specify a date range to view lost hours. You can even run the report for all employees or select individuals. When an employee “loses” leave time due to a carry-over maximum, the lost time can be transferred to another leave code for tracking purposes, to be paid out or to be used at a later time (if permissible).
  • Calculate the existing amount of liability for untaken leave in your financials: excel based reports and SmartLists are available to calculate the leave liability that needs to be recorded each month. The report shows each leave code and can be filtered by department
What is an additional feature for Life Insurance Tax Calculator? 2017-10-17T09:46:18+00:00

KB10-004

Integrates with HR Life Insurance Records.

What is an additional feature for Enhanced Retirement Plans? 2015-06-10T09:41:44+00:00

KB07-001

Set employer contribution maximums: employer contribution maximums can be set across multiple retirement plans by their amount or percentage.

What is an additional feature for Employee Accounts and Splits? 2015-06-10T09:41:27+00:00

KB03-003

Split costs to specific GL account numbers or segments: posting exceptions can be accommodated, including the default wage GL account by assigning a specific GL account to the transaction(s) on the payroll transaction entry window.

What is an additional feature for Overtime Hours Rules? 2015-06-10T09:41:07+00:00

KB08-003

Individually or mass assign overtime rules: overtime rules can be tailored to an individual employee’s needs or assigned to multiple employees at once (by department, position, or employee class).

What are additional features for Mid Pay Period Rate Changes? 2015-06-10T09:30:05+00:00

KB09-005

  • Supports salaried (exempt) and hourly (non-exempt) employees’ mid pay period rate changes
  • Integrates seamlessly with blended overtime calculations: overtime rates are recalculated to ensure the base rate is correct when mid pay period rate adjustments occur
What are additional features for Negative Deductions? 2015-06-10T09:30:15+00:00

KB06-003

  • Correct automatic deductions: Not only can you correct “Transaction Required” deduction amounts, you can also correct automatically recurring deductions
  • Allows for dollar amount corrections to deductions that are based on percentage: You can specify the amount of an adjustment for all deduction methods
  • Deduction corrections will be reflected in the calculation of employee and employer tax amounts
What is an additional feature for Negative Payroll Transaction? 2015-06-10T09:24:18+00:00

KB05-009

Automatically updates leave balances when using Comprehensive Leave Manager.

Integrity Data Product Release Notes for Dynamics GP 2015 RTM 2017-01-08T13:23:26+00:00

KB00-008

New Features:

Comprehensive Leave Manager Version14.0.4

  • Multi-Accrual rules for one leave code
    • Enable start and stop of accrual rules. For example, if the first year the accruals are different from subsequent years.  You can setup a rule for year one and stop it automatically.  Then setup a rule for
    • Setup multiple rules be assigned to one leave code

Defects Fixed:

FTE Manager Version 14.0.2

  • Improve Copy Employee Positions functionality.

Employee Accounts and Splits Version 14.0.2

  • Improve Copy Employee Positions functionality.
  • Moved Save button on the Employee Splits and Splits setup window when using ribbons.

Mid Pay Period Rate Changes Version 14.0.2

  • Fixed Mid Pay Period Rate Changes calculate the wrong amount when vacation is on the first day of the salary pay period and transaction auto splits is in use

Negative Deductions Enhancement Version 14.0.2

  • Negative Deductions Enhancement report displays all user records. Changed to only display the current user records.
  • Removed orphan records Negative Deductions Enhancement did not remove when removing the build.

Negative Payroll Transactions Version 14.0.2

  • Without Advanced Payroll (HRMSS) when processing a Negative Payroll Transactions the system was calculating the wrong shirt premium.

Paycheck What If Calculator Version 14.0.2

  • The system was using the setup record not the maintenance record for deduction method.
  • The system was not notifying the user when the deduction method for a what if calculation is different than the setup or maintenance record and allowing them to process but not include the deduction.
  • The system was leaving the batch in a busy state even when the gross up calculation was finished.

Overtime Hours Rules   

  • None

Life Insurance Tax Calculator

  • None 

Enhanced Retirement Plans

  • None

E-Mail Earnings Statements

  • None

 

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/ 
Videos: http://www.integrity-data.com/hrp/videos/

 Last Review:       April 17, 2015 – Revision: 1.0

Applies To:         

Microsoft Dynamics GP 2015 RTM

Integrity Data Product Release Notes for Dynamics GP 2013 April 2015 Hotfix 2015-04-17T14:02:51+00:00

KB00-007

Overtime Hours Rules

  • Mid Pay Period Rate Changes were not being applied to Overtime Hours Rules transactions created from Daily overtime rules.

Life Insurance Tax Calculator

  • Change short integer to long integer to prevent error message when employee count exceeds 32,000 records.

Paycheck What If Calculator

  • One User received error message for another users records when applying a gross up
  • If an employee had a failed gross up in a previous Paycheck What If Calculator mass gross up due to pay codes not being assigned then a future mass gross up could remove the pay code from the employee.

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/ 
Videos: http://www.integrity-data.com/hrp/videos/

 Last Review:       April 16, 2015 – Revision: 1.0

Applies To:         

Paycheck What If Calculator Microsoft Dynamics GP 2013 R2
Life Insurance Tax Calculator Microsoft Dynamics GP 2013 R2
Overtime Hours Rules Microsoft Dynamics GP 2013 R2

What is the difference between leave type Accrual and Lump Sum? 2017-01-08T13:23:26+00:00

KB01-021

An accrual leave code calculates based upon hours worked on selected pay code(s).  The system will always calculate leave accruals if a selected pay code, with hours associated to it, is processed through payroll for the employee.  The accrual calculation is designed to give an employee a certain number of hours for every one hour worked.  However, Comprehensive Leave Manager does allow flexibility in the set up to enable you to always calculate a certain number of hours regardless of the hours worked on the pay code.  Keep in mind, pay code types that do not include hours (Other, Piecework, etc.) will not calculate accrual amounts because the system requires hours to complete the calculation.  Below there are a few scenarios of how to use an accrual calculation factor.

lump1

 

 

A lump sum leave code gives an employee a specified amount on a specified date.  Once a lump sum has processed for a specific date, it would not reprocess for the same date.  The system waits until the next posting date to process and give the employee more available time.  Typically, a lump sum leave code is used when you want to give an employee a certain number of hours regardless of if they worked or how many hours they worked.

Lump sums are a great option for a yearly accrual.  For example, every year the company provides an employee 80 hours on their anniversary or on January 1.  It is also great for monthly accruals instead of accruals by pay period.   For example, the company provides 8 hours of vacation time ever month on the first of the month.

lump2

In Microsoft Dynamics GP 2013 R2 (version 12.0.21) we added the ability to have a lump sum as part of an accrual leave type.  This allows the system provide lump sum functionality to an accrual leave type.  Or mix a lump sum with an accrual leave policy.  For example, I can earn 4.62 every pay period and once a year I receive an extra 16 hours.  This is part of the Comprehensive Leave Manager feature that allows more than one accrual rule be applied to a leave code.  Keep in mind, the lump sum calculations will not look at the hours on pay codes even though it is assigned to an accrual leave type.  The system will still determine if the lump sum should accrue time based on the dates entered.  For a detailed example on the multiple accrual feature you can review this KB article: http://www.integrity-data.com/kb-can-setup-accrual-year-lump-sum-comprehensive-leave-manager-leave-code/

lump3

Example 1:

If the policy states an employee should receive the full accrual amount, regardless of if they worked a few hours or the full week then you can set this up as a lump sum or accrual type.  However, there are key differences and processes that need to be considered for each.  A lump sum will grant the leave time based on dates thus, if the organization has several employees that take FMLA or unpaid time off a lump sum will catch an employee up on all their unpaid leave accruals on the first payroll the employee is processed.  If this is not desired the Employee Leave Maintenance window should have the Accrued Through Date updated when the employee returns from unpaid leave.  Another option is to use the Accrual Leave Type, set the calculation factor equal to the Accrual amount and use a pay period maximum.  Below is an example setup for both of these options.

Lump Sum Setup

In this example, an employee can accrue 4 hours every pay period.  We will be using a biweekly pay cycle.  Since this is a biweekly payroll not one time, monthly, quarterly or annually, we chose Recurring as the frequency.  This lets the system auto calculate the date.  We enter in the first date and the hours to post then set the days (14) for the system to set the recurring date.  If we had a weekly payroll, we could set the days to seven.  The system then populates the dates until the end of the year.  We can then update the dates yearly from the leave setup window and chose to roll down to all employees.  We can automatically allow the system to do this if we mark the “Auto calculate next year’s posting dates at year end.”  This will prompt a message when the Microsoft Dynamics Year End close is ran and the user can select yes to auto update the dates.

Considerations for lump sum setup:

If an employee was off on unpaid leave for 6 weeks, upon their return if we did not want the system to calculate leave for them during this time we can update the Accrued Through Date.  The accrued though date sets the start date for the accrual and the pay period end date sets the end date then, the system looks for any Lump Sum Posting Dates during this time frame.  By changing the Accrued Through Date to the prior pay period start date the system will then not accrue for the unpaid payrolls.  If the employee should have received time off accruals during these 6 weeks then you can leave the setup without updating the Accrued Through Date and the system will catch up the leave accruals.

If an organization processes several bonus or commission payrolls with dates after the last payroll you will want to either use the pay period end date for the accrual calculations or use the next setup example for Accruals otherwise the system could accrue earlier than expected.

lump sum

Note: if you accrued different amounts based on years worked use an accrual schedule with the “lump sum schedule” checkbox marked.Accrual Schedule LS

Accrual Setup

We can setup the same 4 hour biweekly accrual using an Accrual leave type.  Since an Accrual Leave type looks for hours from an earned pay code to calculate if an employee has unpaid time off the system will not accrue time or try to catch up the leave accruals when the employee returns.  Also, if a bonus or commission pay run is processed the system does not accrue since there are no hours and we can exclude the pay code from the earned calculation.

To have the accrual mimic the lump sum and give 4 hours regardless of the number of hours worked the system can be setup with a calculation factor of 4 and a per pay period maximum of 4.  The system will then try to accrue 4 (calculation factor) * 80 (hours worked this pay period) and get 320 hours to accrue but since the maximum is 4 hours a pay period the system reduces the accrual to only 4 hours.  This ensured that if an employee only work 60 or 70 hours in a pay period they could always get the 4 hour accrual.

Considerations for Accrual setup:

The system would not apply any calendar year maximums with this setup.  If you did want to allow the employee to accrue time for unpaid leave then a manual adjustment would need to be entered in the system.

Accrual LS

Example 2:

If the policy states an employee will accrue based upon the hours worked and the accrual amount fluctuates depending on the number of hours an employee worked in the pay period then, an accrual leave type with a different calculation factor would be needed.

In this example, an employee can accrue 120 hours per year for the first 5 years of employment and 160 hours after 5 years of employment.  We would still use years worked as our range based on however; we changed the maximum accrual hours to per year – variable (calendar).  We also changed the Calculation Factor to accrue .05769 for every 1 hour worked in the first five years of employment and .07692 for every one hour worked after five years of employment.  We determined the calculation factor by taking 120 hours divided by 2080 hours.  You could also take a biweekly amount of 4.62 divide by 80.

If an employee was in the first year of employment they worked 80 hours the first pay period, 60 the second and 90 the third we would expect the accrual amounts to vary.

  • They would receive an accrual of 4.62 hours (80 * .05769) the first pay period.
  • They would receive an accrual of 3.46 hours (60*.05769) the second pay period.
  • They would receive an accrual of 5.19 hours (90*.05796) the third pay period.

Accrual Schedule

 

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

 
Last Review:       April 4, 2016 – Revision: 1.0

Applies To:         

  • Comprehensive Leave Manager Microsoft Dynamics GP 2015
  • Comprehensive Leave Manager Microsoft Dynamics GP 2013 R2
How do I apply carryover rules with Comprehensive Leave Manager? 2017-01-08T13:23:26+00:00

KB01-020

There are three options to apply carryover, during payroll, during  Calculate Leave Accruals or Anytime using Carryover utility.  Below we discuss the setup for each option, how to calculate manually using the Apply Leave Carryover Utility and then review a few common scenarios for applying carryover.

For applying carryover during payroll processing, the system looks at the build end date and uses that date as the Carryover Calculation date.  If the build end date is on or after the Carryover Date on the Employee Leave Maintenance window the system will apply the carryover.

Apply carryover during payroll processing

Carryover Payroll

For applying carryover using the manual process from the Calculate Leave Accruals window, the system looks at the Accrued though Date if that date is on or after the Carryover Date on the Employee Leave Maintenance window the system will apply carryover.

Apply carryover during manual processing (Calculate Leave Accruals window). 

Carryover Calc LV Accrual

HR/Payroll > Transactions > Calculate Leave Accruals

Callc LV Accrual

For applying carryover manually from the Calculate Leave Carryover Amounts window, the system looks at the Carryover Calculation Date, if that date is on or after the Carryover Date on the Employee Leave Maintenance window, the system will apply carryover.  The Calculate Leave Carryover Amounts window allows you to run carryover anytime regardless of the options selected from the leave setup window.

HR/Payroll > Utilities > Payroll > Apply Leave Carry Over Amounts

Calc Carryover

The system uses the specified dates to determine if an employee should have carryover applied.

The screen below shows the different results based on the dates used.  The system does automatically increment the carryover date once carryover is posted for an employee.

Carry1

 

Carry3

 

Carry4

Scenarios

Here are a few examples of ways to setup Carryover, you may mix and match the different options based upon your specific needs.

Example 1: At the end of the year, the employee should have the current balance removed and have zero hours available.  

We would setup the Carry Over Option to Carry Over at Calendar Year End and the Carry Over Maximum Hours to zero.  The system will then allow an employee to carry over zero hours into the next year.  If an employee had 20 hours available and took 16 hours on the last pay period of the year, the system would first remove the 16 hours from the 20 hour balance and then reduce 4 hours as a carryover adjustment.  This would leave the employee with 0 hours available.  If the employee has an accrual for the new year the accrual amount would be calculated after Carry Over is applied (see order of operations below).  

Carryover 1

Example 2: At the end of the employee anniversary year the employee may carryover 40 hours to use next year.  Any hours over 40 hours will be paid out to the employee.  

We would setup the Carry Over Option to Carry Over on Anniversary Date and the Carry Over Maximum Hours to 40.  The system will allow an employee to carry over 40 hours into the next year.  If an employee had 72 hours available and took 10 hours on the pay period of their anniversary, the system would first remove the 10 hours from the 72 hour balance and then reduce 22 hours as a carryover adjustment.  Since we entered PAYOUT as a Transfer Excess to Leave Code this leave code will have a transfer of 22 hours added which can then be paid out to the employee.  This would leave the employee with 40 hours available.   If the employee has an accrual for the new year the accrual amount would be calculated after Carry Over is applied (see order of operations below).

Note: you may be able to use a COMP leave type to automatically create the payout transaction.  We recommend you test this process in a test company to ensure the system will payout the leave time as you desire.  Another option is to use a lump sum leave type as the Payout leave code and enter zero accrual hours then, run a report on the leave code to enter the payout transactions in Payroll Transaction Entry.  

Since we used Carry over on Anniversary Date the Date is blank on the Leave Setup but is assigned on the Employee Leave Maintenance window.  The system uses the Accrual Based On date of Hire, Adjusted Hire or Other date, depending on the setup for the employee.

Carryover 2

Example 3: On July 1 the employee may carryover 80 hours of vacation time to use next year and any excess up to 40 hours (over the 80 hours) may be transferred to sick time.

In this scenario, we have two carryovers being applied and one needs applied before the other.  To do this we need to use two different carryover calculation processes.  The first carryover we want to apply is the 80 hours to the Vacation leave code.  We can automatically apply this during payroll or the calculate leave accruals process.  If you want to apply this using the Apply Leave Carryover Amounts window, you would need to filter to this Leave Code and calculate the vacation first then, filter to the second Leave Code to apply the 40 hour rule second.  In this example, the second Leave code applying the 40 hour maximum  would always be calculated manually using the Apply Leave Carry Over Utility.

If an employee had 170 hours available for the pay period 07/01/2016, the system would first apply the taken time (if any) then reduce the available amount to 80 hours to remain in the Vacation current balance available.  This would transfer 90 (170-80) hours over to the Sick Leave Code.  Based on my setups this would happen during payroll processing or Calculate Leave Accruals.  Then, we would need to apply carryover to the Sick leave code using the Apply Leave Carryover Amounts Utility window to reduce the 90 hours to 40 hours on the Sick Leave Code.

Carryover 3.1

When both Manual and Payroll options are unmarked Carryover can only be applied using the Apply Carry Over Amounts Utility window.

Carryover 3.2

 

Comprehensive Leave Manager Order of Operations

The system will process Leave Time in the following order:

  1. Apply Taken Time
  2. Apply Carry Over Limits
  3. Convert Paid Hours to Comp Time
  4. Calculate Accrual Amounts
  5. Apply Maximum Accrual Limits
  6. Make Pending Time Available
  7. Apply Maximum Balance Limits

 

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

 
Last Review:       April 25, 2016 – Revision: 1.1

Applies To:         

  • Comprehensive Leave Manager Microsoft Dynamics GP 2016
  • Comprehensive Leave Manager Microsoft Dynamics GP 2015
  • Comprehensive Leave Manager Microsoft Dynamics GP 2013 R2
How does Comprehensive Leave Manager expand the HR functionality for FMLA? 2017-01-08T13:23:26+00:00

KB01-019

Comprehensive Leave Manager allows a pay code to create an HR instance automatically through payroll.  Within Comprehensive Leave Manager, you can map a pay code that would create an FMLA instance, then when the system processes the pay code through payroll. it creates the HR instance.  Comprehensive Leave Manager prints a report to show the instance information and any exceptions, if it was unable to create the instance. 

Comprehensive Leave Manager also has an employee specific calendar, which overrides the company calendar if you assign it to the employee.

Attached is the HR manual, page 221 talks about FMLA in HR.  When it talks about creating an instance, you can do this directly in HR or you can use the Comprehensive Leave Manager FMLA Payroll Setup window HR Payroll > Setup > Human Resources > Benefits and Deductions > FMLA Payroll Setup) to map the pay codes and automatically create the instance for you.

The following windows are what you would set up if you want to use HR FMLA and let Comprehensive Leave Manager auto create the instance.

  • HR – Benefit Preference (HR & Payroll > Setup > Human Resources > Benefits and Deductions > Benefit Preferences)
    • The rolling calendar functions just as the law requires.  There is not any documentation on the process
    • You can set up a companywide FMLA calendar
  • Comprehensive Leave Manager – FMLA Payroll Setup (HR & Payroll > Setup > Human Resources > Benefits and Deductions > FMLA Payroll Setup)
    • Map pay codes to create the FMLA instance with a payroll transaction
    • Keith recommends setting up 4 pay codes
      • FMLA – Paid
      • FMLA – Unpaid
      • FMLA – Paid Military
      • FMLA – Unpaid Military
    • HR – FMLA Instances (Cards > Human Resources > Employee – Benefits > FMLA)       
      • The attached document discusses this window further
    • Comprehensive Leave Manager – FMLA Calendar ((Cards > Human Resources > Employee – Benefits > FMLA Calendar)
      • This lets you setup Employee specific down days, hours and days worked.  This calendar overrides the HR calendar that is companywide.

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

 
Last Review:       April 2, 2015 – Revision: 1.0

Applies To:         

  • Comprehensive Leave Manager Microsoft Dynamics GP 2015
  • Comprehensive Leave Manager Microsoft Dynamics GP 2013
  • Comprehensive Leave Manager Microsoft Dynamics GP 2010
Accrual Leave Code Example: How to set up the accrual schedule to give employees vacation time based on hours worked 2017-01-08T13:23:26+00:00

KB01-018

Scenario:  Full time employees working more than 25 hours a week will receive vacation benefits as follows:  for the first 5 years of employment, employees accrue 4.62 hours bi-weekly with a maximum of 120 hours per year.  After 5 years of employment, employees accrue 6.15 hours bi-weekly with a maximum of 160 hours per year.

Part time employees working less than 25 hours a week will receive vacation benefits as follows:  for the first 5 years of employment, employees accrue 2.31 hours bi-weekly with a maximum of 60 hours per year.  After 5 years of employment, employees accrue 3.08 hours bi-weekly with a maximum of 80 hours per year.

All employees may carryover a maximum of 120 hours the first 5 years of employment and 160 hours starting the 6th year of employment.  The anytime maximum allowed throughout the year is 200, after 5 years of employment the anytime maximum is 240.

We have a few options for setting this up in Comprehensive Leave Manager.  Here is a list of each option including pros and cons of the different set-ups.

Option 1:

Since the anytime maximum and carryover amounts are the same for part time and full time employees we can setup one leave code for both.  If the maximum and carryover amounts were different, it may be better to setup two leave codes and set different maximum and carryover amounts for each leave code.

accrual 1

accrual 2

When the leave code is assigned to the employee, it displays employee specific data. 

accrual 3

Option 2:

If an employee fluctuates between two ranges, for example, worked 30 hours this pay period and 65 hours next pay period.  With the option 1 setup, the system would let them accrue a higher amount when on the pay period they worked 65 hours.  If an employee should stay at the lower range based upon an employee class or status even though they exceeded the range rule of 50 hours in the second pay period then setting up two separate accrual schedule is another option.

In this scenario, you could use the same leave code setup and assign two accrual schedules.  When you assign the leave code to the Employee from the Employee Leave Maintenance window, you would select the appropriate accrual schedule for the employee.

accrual 4

accrual 5

accrual 6

Option 3:

You can use two separate leave codes when the policy differs by employee class or status.  You can set the system up to have one leave code for part time employees and another leave code for full time employees.  Then set up separate accrual schedules as in option 2 and assign to the appropriate leave code.  This option can be beneficial if the carryover and maximums are different based upon the employee class or status in addition to the accrual schedule. Instead of using one leave code and changing the values for employees with a different class or status, you can use two leave codes and set up leave codes accordingly. 

One thing to keep in mind with this option, if a current employee has a change in status the available balance would need to be transferred from one code to the other.  Depending on your setups and policy, you may then inactivate the first code after the transfer or set it to not accrue.

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

 
Last Review:       March 20, 2015 – Revision: 1.0

Applies To:         

  • Comprehensive Leave Manager Microsoft Dynamics GP 2015
  • Comprehensive Leave Manager Microsoft Dynamics GP 2013 R2
What is the Web Client Self Service functionality for Comprehensive Leave Manager that replaces the Comprehensive Leave Manager BP functionality? 2017-01-08T13:23:26+00:00

KB01-017

Employees can view their leave balance information within Microsoft Dynamics GP Web Client for Comprehensive Leave Manager.  The employee will have access to the leave summary information on the Employee Leave Summary window and leave transactions information on the Employee Leave Transactions window.

Manager can also view the employee team leave summary and transaction information under the My Team tab in Microsoft Dynamics Microsoft Dynamics GP Web Client.  They can then select a team member to view their specific information.

Note: The system does require the user is setup with a limited user or self-service user in Microsoft Dynamics GP to access this information.  For further information on this setup, review the Web Client User Setup section below.

web client 1

Cards > Self Service > Leave Summary

web client 2

Cards > Payroll > Leave Transactions

Manager can also view the employee team leave summary and transaction information under the My Team tab in Microsoft Dynamics GP.  They can then select a team member to view their specific information.

web client 3

HR / Payroll > My Team > Leave > Leave Summary

web client 3

HR / Payroll > My Team > Leave > Leave Transactions

Web Client User Setup

The employee needs to have access to Microsoft Dynamics GP as a limited or self-service user. Assigning the limited or self-service user type allows this user to view Employee Self-Service information for the Employee ID linked to the GP user ID. To create the User ID open the User Setup window and assign the User Type Limited or self-service.

Microsoft Dynamics GP > Tools > Setup > System > User

User

Next, we need to link an Employee ID to the new User ID created in the previous step. From the Employee Additional Information Maintenance window, you can map the GP User ID to a specific Employee within Microsoft Dynamics GP for each Dynamics GP company that the employee accesses. This will allow the limited GP user to login and open the Employee Leave Summary and Employee Leave Transactions window and run What if Calculations for only their Employee ID.

Cards > Payroll > Employee > Additional Information button 

EMP ADD INFO

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

Last Review:       April 2, 2015 – Revision: 1.0

Applies To:         

  • Comprehensive Leave Manager Microsoft Dynamics GP 2015
Upgrade to Dynamics GP 2015 RTM Overview 2017-01-08T13:23:26+00:00

KB00-006

The content of this post is outdated. If this Knowledge Base article applies to you, please contact support@integrity-data.com.

To upgrade Integrity Data products before you start the upgrade process for Microsoft Dynamics GP, open the Activation Manager screen within GP (Microsoft Dynamics GP > Tools > Setup > System > Activation Manager) and make note of all the products you have installed. 

You will need to run the install on all machines, which currently have our products installed.  Once the database has updated the tables, any users on an older version will receive an error if they login to GP with the older version installed.  If you are unsure which machines have Integrity Data products installed, you can look at the Dynamics .set file on each machine.  To determine the Dynamics .set file on the machine, right click on the Microsoft Dynamics GP shortcut icon, select properties, and select Open file location button.  This will open the correct file location for your Microsoft Dynamics GP instance. 

The Dynamics .set file will list all the products installed.  Now that you have a list of all the products to upgrade and the machines that will need upgraded you can run the Microsoft Dynamics GP update.  Once Microsoft Dynamics GP has been updated, you will follow the steps below to begin the Integrity Data installs. 

Prior to installing:

  • Confirm all users are logged out of Microsoft Dynamics GP
  • Complete all payroll runs and validate no payroll runs are in process
  • Make a backup of the Company and Dynamics databases and the GP folder

Install Instructions

To install Integrity Data Products, first downloaded the Integrity Data GP 2015 Setup.exe file and User Guide from our website.  If installing Employee Email Suite or Comprehensive Leave Manager, see additional product specific steps.

2015 RTM 1

We have one install file for all products.  Within the install wizard, you will select the product you want to install.  If you want to try a product you did not purchase, you can select it and receive 30 day temporary keys.  Once the trial ends you will be notified at login and can turn off the product within the Activation Manager window (Microsoft Dynamics GP > Tools > Setup > System > Activation Manager) or purchase the product at that time.

2015 RTM 2

The user guide has more detailed install steps for each product if you wish to review those steps before installing.

2015 RTM 3

After running the install, the system will update the SQL Server Component when you login to Microsoft Dynamics GP as system administrator.  Typically, this is done from the SQL server but can also be done from a workstation.  When you open Microsoft Dynamics GP, we recommend you right click the Microsoft Dynamics GP icon and select “Run as administrator.”  If you do not “Run as administrator” then you might get a privilege error, Microsoft Dynamics GP will close and the new code will not be included.  Once you login to Microsoft Dynamics GP successfully and convert tables for one company you will need to login as system administrator to each company to complete the upgrade.

If you receive a message, “Activation Request Failed” at login for a product, open the Activation Manager window (Microsoft Dynamics GP > Tools > Setup > System > Activation Manager), select the product and send a screenshot to Support@integrity-data.com.  We will then send you the registration keys for the product in the screenshot.

Steps to run the install:

  1. Copy the Integrity Data GP 2015 Setup.exe file to a local drive
  2. Right click Integrity Data GP2015 Setup.exe file and select “Run as Administrator”.  If you do not see this option, hold the shift key down and right click.
  3. Complete the steps in the wizard

2015 RTM 4

2015 RTM 5

4. Verify the GP directory is correct – if it is not select Change

2015 RTM 6

5. Select Custom to choose to install only the specific products you purchased. 

6. Select Activation Components to only install activation manager files. This option will not install products and it is typically run only to fix an error with activation manager.

7.  Select All Components to install all Integrity Data products.  The products you did not purchase will register with a 30-day trial period.  

2015 RTM 7

If you are upgrading, you will be prompted to uninstall the older version, select “y”. If you have multiple products, it will uninstall all products.

2015 RTM 8

8. Select the product(s) to install, if installing multiple products, select all that need to be installed.

2015 RTM 9

2015 RTM 10

2015 RTM 11

9. Launch Microsoft Dynamics GP 2015.  We recommend you right click the Microsoft Dynamics GP icon and select “Run as Administrator” when you open Microsoft Dynamics GP.

10. If prompted to include new code, choose yes.

11. Login as the ‘system administrator’ for each company to create the SQL Server components.

12. The system will auto activate the products you have purchased if you have access to the internet on the machine.  If you receive a message Activation Manager failed contact support@integrity-data.com and include a screenshot of the Activation Manager window (Microsoft Dynamics GP > Tools > Setup > System > Activation Manager) with the product select to receive manual keys.

What version of Outlook is supported for Employee E-Mail Suite? 2017-07-14T09:53:56+00:00

KB02-025

Outlook 365

The recommended setup for sending with Office 365 is to select SMTP as the Email Method on the Email Suite Setup window within Microsoft Dynamics GP.  The Employee E-Mail Suite does not support an Outlook Addin for Outlook 365.  Although you might be able to install the Addin for Office 365 and it might send we do not support the addin functionality on this version of Outlook. 

 

Outlook 2010 and 2013

We currently support and update an addin for Outlook 2010 and Outlook 2013.  A separate addin is now available for Outlook 2016.  If you are using Outlook as the email method then you will need to verify the Integrity Data Email Companion is installed and Active in Outlook (File > Options > Addins).  

If the Integrity Data Email Security Addin is installed you will need to uninstall the Security Addin from the Control Panel and download the new Addin (Outlook Setup.exe file) from the website.  Please see the Employee E-Mail Suite User Guide for more detailed install instructions on installing the new Outlook Addin.  This install only needs to be ran on the machines with Outlook installed and where you plan to send the emails.

EES outlook 1

 

Outlook 2007

Microsoft Dynamics GP 2015 does not support the Outlook 2007 addin.  If you wish to use Outlook 2007 you will need to change your Email Method to SMTP.  Microsoft Dynamics GP 2013 and 2010 allow the user to install older files that support Outlook 2007. 

 

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

 
Last Review:       7/14/2017 – Revision: 2.0

Applies To:         

  • Employee E-Mail Suite Microsoft Dynamics GP 2016
  • Employee E-Mail Suite Microsoft Dynamics GP 2015
  • Employee E-Mail Suite Microsoft Dynamics GP 2013
  • Employee E-Mail Suite Microsoft Dynamics GP 2010

 

Tips for Emailing W-2 Statements at Year-End 2017-01-08T13:23:26+00:00

KB02-024

Get some great tips and product review from Julie Jensen, of our Support Team, in just 30 minutes! These tips will ensure you have what you need for a smooth year-end transition.

WATCH: Tips for Emailing W-2 Statements at Year-End  

SLIDE DECK: Tips for Emailing W-2 Statements at Year-End

 

Last Review:       February 2, 2015 – Revision: 1.0

Applies To:         

  • Employee E-Mail Suite Microsoft Dynamics GP 2013
How do I modify Integrity Data’s E-Mail W-2 Statements product from Tax year 2013 to Tax year 2014? 2017-01-08T13:23:28+00:00

KB002-022

This method can only be used when the Year is the only change as is the case in 2013 to 2014.  Keep in mind, if you are on Employee Email Suite version 12.0.10 or higher the system will prompt you when you send W-2 Statements that your report year is not correct if you only update the report and do not install the year end update.

Navigate to the Microsoft Dynamics folder, then select the Data folder, then select the W2-Attach folder.  In the folder you will see the file W-2 Instructions.pdf.  Replace this file with the 2014 version from the Integrity Data website download page for 2014.

EW2 2014 Tax

Link to Download Page: http://www.integrity-data.com/hrp/product-download-form/0310360942-2/

EW2 2014 Tax 2

Next step is to log into Great Plains as ‘sa’ and go to the Report Writer ( Tools > Customize > Report Writer ).

EES 2014 Tax 3

Next select Employee E-mail Suite form the Product drop down list.

EES 2014 Tax 4

Select the four W-2 forms one by one and click on the Insert button to move them into the Modified Reports area as shown n the images that follow.

EES 2014 Tax 5

EES 2014 Tax 6

Select each of the 4 reports one by one and edit 2013 to be 2104 and save it as follows.

EES 2014 Tax 7

After selecting the report select Layout.

EES 2014 Tax 8

After the layout opens select the A icon in the toolbox panel to edit text on the report.  Then click in the 2013 text and change it to 2014.

EES 2014 Tax 9

Select the X in the upper right corner and close the layout.  You will be asked “Do you want to save the changes to this report layout?” respond by clicking on Save. 

Then click on OK on the Report Definition form.

Repeat the process with the other three forms.

Close Report Writer.

Log back into GP and set your Alternate and Modified version to your updated report.

                     

 

Last Review:       February 2, 2015 – Revision: 1.1

Applies To:         

  • Employee E-Mail Suite Microsoft Dynamics GP 2013
  • Employee E-Mail Suite Microsoft Dynamics GP 2010
Upgrade to Dynamics GP 2013 R2 2014 Year End Overview 2017-01-08T13:23:30+00:00

KB00-005

The content of this post is outdated. If this Knowledge Base article applies to you, please contact support@integrity-data.com.

To upgrade Integrity Data products first open the Activation Manager screen within GP (Microsoft Dynamics GP > Tools > Setup > System > Activation Manager) and make note of all the products you have installed.  You will need to run the install on all machines, which currently have our products installed.  Once the database has updated the tables any users on an older version will get an error if they login to GP with the older version installed.  If you are unsure which machines have Integrity Data products installed, you can look at the Dynamics.set file on each machine (C:Program Files (x86)Microsoft DynamicsGP2013).  The Dynamics .set file will list all the products installed.  Now that you have all the products to upgrade and the machines that will need upgraded you can run the Microsoft Dynamics GP update.  Once Microsoft Dynamics GP has been updated you will follow the steps below to begin the Integrity Data installs. 

Prior to installing:

  • Confirm all users are logged out of Microsoft Dynamics GP
  • Complete all payroll runs and validate no payroll runs are in process
  • Make a backup of the Company and Dynamics databases and the GP folder

Install Instructions

To install Integrity Data Products first downloaded the Integrity Data GP 2013 R3 Year End Setup.exe file and User Guide from our website.  If installing Employee Email Suite or Comprehensive Leave Manager, see additional product specific steps.  

 

The first machine you login to Microsoft Dynamics GP as system administrator after running the install will complete the SQL Server Component updates.  You will need to login as system administrator to each company to complete the upgrade.

    1. Copy the Integrity Data GP 2013 Setup.exe file to a local drive

    2. Right click Integrity Data GP2013 Setup.exe file and select “Run as Administrator”.  If you do not see this option, hold the shift key down and right click.

    3. Complete the steps in the wizard