Course Level: Intermediate
Prerequisites: FA248 – MIP Fund Accounting Human Resource Management Setup, FA249 – MIP Fund Accounting Human Resource Management Processing, FA253 – MIP Fund Accounting Employee Web Services
Instructional Method: Recorded Session (recorded instructor led discussion with training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour
This recorded session takes a deep dive into the Benefit Enrollment module for MIP Human Resource Management. Over the course of several lessons, learn the open enrollment big picture and understand how each step relates to the entire process. Learn how to create benefit enrollment groups and enrollment plans ahead of time and then, at the time of your choosing, flip the switch to start open enrollment. Enrolling in elections as an employee will also be covered to help you understand the employee experience and prepare you for common questions. Post enrollment activities such as approving elections and exporting data for benefit providers will also be covered.
Note: The Benefit Enrollment module is fully integrated into the Human Resource Management and Employee Web Services modules. Successfully setting up and implementing Benefit Enrollment requires a strong foundation on both of these modules as well as the Payroll module. In addition, to get the most out of this training course, the Payroll, Human Resource Management, Employee Web Services, and Benefit Enrollment modules should be installed prior to class.
By the end of the session, you will be able to:
- Create appropriate rights for HR Management users for use in Benefit Enrollment.
- Create Benefit Plan Groups in the HR code table, and assign employees to these groups.
- Understand the relationship between Benefit Plans and Enrollment Plans.
- Create and manage Enrollment Plans, including rolling enrollment, if needed.
- Add instructions for employee enrollment in HR, and activate employee enrollment.
- Enroll in benefits using EWS, and troubleshoot the most common EWS login issues.
- Verify employee enrollment in HR using two methods, and modify enrollment as needed.
- Understand what steps may be required to export data to benefit providers.
- Execute an update benefits wizard to finalize new enrollment elections.
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021
The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for System Administrators and Human Resource Directors, this course focuses on setting up the module and defining organization specific fields, plans, and codes necessary to accurately process payrolls and maintain required employee information.
This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
For additional training, and to learn more about processing payrolls, attend the “FA249 – MIP Fund Accounting Human Resource Management Processing” course.
By the end of the class, you will be able to:
Describe how the Human Resource Management module integrates with the Payroll module.
Set up and manage security.
Define custom options and fields.
Create and apply custom benefit plans.
Create and apply custom leave plans.
Define salary grades and job codes.
Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021
The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for Human Resource Management professionals, this course covers managing employees and processing payrolls. Participants will learn how to add and maintain employee records, apply benefit and leave plans, track organization educational and certification requirements, capture FMLA and EEO data, schedule employee events, maintain complete employment history, and create timesheets.
This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
By the end of the class, you will be able to:
Maintain employee information.
Track employee education and certification requirements.
Track FMLA and EEO data.
Process payrolls using additional Human Resource Management module functionality.
Perform custom queries.
Course Level: Intermediate
Prerequisites: FA249 – MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
In this course, you will learn how to create custom reports using Report Writer, the powerful reporting tool included in the MIP Human Resource Management module. We will discuss in detail the three ways to create reports in Report Writer: using the report wizard, modifying a standard report, and using Microsoft SQL scripts. In addition, we will highlight various features within the product to help you produce sophisticated personalized reports.
By the end of the session, you will be able to:
- Assign appropriate rights for HR Management users for use in Report Writer.
- Use the Standard Report Wizard to create basic reports.
- Copy and modify standard reports using the Report Designer, including adding fields, creating summary fields, and creating calculated fields.
- Import and export reports from Report Writer.
- Adjust page layout, hide fields conditionally, and format reports using the filter string editor.
- Use the Report Script Editor to add custom SQL queries.
