Need Help?
  • Application Remote Support
  • Infrastructure Remote Support
  • Sage HRMS Remote Support
  • Helpdesk
  • General Inquiry
1-800-719-3307
Net at Work Net at Work
  • Solutions & Services
    • ERP/Accounting

      ERP Services
      Acumatica
      NetSuite
      Sage X3
      Sage Intacct
      Sage 100 ERP
      Sage 300 ERP
      Sage 500 ERP

      CRM

      Strategic Advisory Services
      Digital Marketing Solutions
      CRM Training Camp
      Salesforce
      Microsoft Dynamics 365 CRM
      Sage CRM
      Infor CRM (formerly Saleslogix)

      Employer Solutions

      Sage HRMS
      Sage People
      Criterion
      Miviva

      Enterprise Content Management

      Imaging / Scanning
      Document Management
      Workflow Automation
      Solutions

      Nonprofit Solutions

      Abila by Community Brands
      NetSuite
      Sage
      Salesforce

      IT and Security Services

      Managed IT Services
      Fractional CIO Services
      Cloud Services
      Cloud at Work
      DR/Business Continuity Planning
      Compliance & Security
      Storage & Recovery
      Networking
      IT Security Services
      Communications

      Web Solutions

      Services Overview
      B2B Technology Suite
      Magento eCommerce
      WordPress CMS
      Systems Integration
      Website Managed Services
      Online Marketing & SEO
      ERP eCommerce Integration

      Additional Solutions

      Enterprise Business Intelligence
      Avalara Automated Tax Solutions
      Fortis Payments
      LeaseQuery Lease Accounting
      Sage Fixed Assets
      Vertex SMB Sales and Use Tax
  • Industries
    • Industries

      Healthcare
      Chemicals
      Food & Beverage
      Medical Devices
      Nonprofit
  • Learning Center
    • Online Resources

      Recorded Webinars
      Whitepapers
      Ebooks

      Upcoming Events

      Live Webinars
      Seminars
      Virtual Training Courses

      Training Courses

      View all available training course options
  • Company
    • Why Us

      Who We Are
      Management
      Our Partners
      Locations
      Careers

      News

      Press Releases
      Success Stories
      Net at Work Blog

      Contact Us

      1.800.719.3307
      Email Us

      Programs

      Alliance Partnership Program
      Women at Work
      Diversity and Inclusion
  • Blog
  • Contact Us
  • Contact Us

Home » Newsletters » Employer Solutions / HRMS Newsletter – May 2018 » Tips and Tricks for Sage HRMS

Employer Solutions / HRMS Newsletter – May 2018

Keeping You Up-To-Date With Information About Employer Solutions / HRMS

Tips and Tricks for Sage HRMS

By: Net at Work Team

Whether a long-term user of Sage HRMS or just beginning, it is always useful to know some “tips and tricks” from the pros.  Below are some tips from our consultants you might find useful.


Importing Payroll Information (Payroll)

Many times, it is useful to import data into Sage HRMS Payroll.  This can easily be done for many screens, especially payroll rules.  If you do not see a drop-down menu, Right-click on a blank area near the first line of text on the rule to activate a hidden menu.

Click the Import button. Select the type of imported data from the drop-down list (if applicable).

Note: In the Import window, the information columns are disabled until you select a file or database to import.

Depending on the Type you select, the label of the field beneath the Type field will change as shown in the following table:

The import checks that the key values for details in CSV flat files match the header keys.

The Import dialog box has the following columns:

  • Displays the record (or records) that are available for importing.
  • Displays file names.
  • Displays Not Ready until you choose the file you will import, then this changes to Import Ready.
  • Displays field names.
  • Displays field names from the title record. These are set to Default Value until you select the file to import and can be changed back to Default or Default Value.
  • Data Type. Displays the type of data (for example, String, Integer, Boolean, Date/Time, or Float).

 
Select an option in the Action field drop-down list:

  • To import new records, select Import.
  • To overwrite existing records, select Update.
  • To import new records and update existing records, select Insert and Update.

 
Click the Browse button to specify an Access database or Excel file; for a CSV import, specify a path or database. The Import dialog box reopens; the columns are no longer disabled, therefore they can be edited, for example, you can right-click on cells in the Contents column to change values.

Click OK to import the file. A message displays the number of updates and insertions, and the number of items processed.


The “About Sage HRMS” Screen (HR and Payroll)

On the “About Sage HRMS” screen you can store and see several useful pieces of information concerning your Sage HRMS installation.  From the Home Screen click on the Help icon (the green circle with the question mark in the upper right corner of the screen).  From the menu, select “About Sage HRMS”.

On this screen you can enter your Sage Customer Number, helpful to know when calling Sage technical support or working with Aatrix.  You can also enter a License Limit Alert.  This will alert you when you are within the limit of your Sage HRMS license.  For example, if you have a 300-employee license, the above illustration would display an in-product alert when you reach 295 active employees.

The “Additional Info” button will display your currently licensed HRMS modules and employee count.  Click on the “OK” button to close.

The ‘System Info” button opens a detailed analysis of your workstation configuration.  Processor, hard drive size, and amount of memory are just some of the items displayed.  This can be useful when troubleshooting any issues on your workstation.  Click on the Red ‘X’ in the upper right to close.


Import Calculations (HR)

Import Calculation is a process in HRMS that compares values in an employee’s record with the rule tables you have created.  Import Calculations then makes sure that the descriptions in the rules match the values in the record.  This is particularly useful when importing data from an external data source.  Import Calculations is run from the Employee \ Processes menu.  (If you don’t see the process on your menu check with your HRMS Administrator to be sure that it has been made available to you in Group Security.)

Items checked when the process is run include:

  • Annual salary
  • Compa-ratio
  • Last pay change information (such as date, amount, and percent)
  • Total dependents and total insured dependents
  • Supervisor Name
  • Secondary Supervisor Name
  • Validating
    • Job codes
    • Job title
    • Job group
    • Salary grade
    • EEO class
    • Exempt status

 
Import Calculations is a great ‘housekeeping’ task to run from time to time.  Also, users do not have to be logged out of HRMS when you run the process.


Customizing the Logon Screen (HR and Payroll)

Did you know that you could customize the message HRMS users see at the logon page?  You can give specific instructions for logging in, give examples or include a message (for example, letting users know they need to be out of the system at a certain time so an update can be applied or reminding them to log out at the end of the day.)  Navigate to Setup\System\enterprise Setup and locate the “Customize Logon” screen.  Messages are entered in as plain text (no logos or links).  Don’t forget this is a message to all users of HRMS, not just to an individual user.


Setting User Preferences (HR and Payroll)

Tired of always seeing terminated employees when you do advanced searches? Want to jump to a specific page when you open an employee’s record?  You can set your own individual settings for those items and more using User Preferences.  From the Welcome Screen, navigate on the dropdown menu to the Settings “gear” icon and select User Preferences.

You will be presented with a screen where you can set default values as well as opt out of Product Enhancement and Product Survey from Sage.

« Return to Newsletter

In This Issue
  • From the Desk of the Employer Solutions Practice Director
  • Human Resource Planning: Do You Have A Disaster Recovery Plan?
  • The Role of HR Mitigating Cyber Security threats
  • Is It Time to Consider a Cloud-based Human Capital Management (HCM) System?
  • Tips and Tricks for Sage HRMS
  • Employer Solutions Employee Spotlight

  • Live Webinars

    Performance Management Strategies – Bringing Together ERP & HR Systems for Actionable Data
    Date: May 25, 2022
    Time: 2pm – 3pm ET
    Learn More / Register

    Hosting Your Sage HRMS in the Cloud
    Date: June 1, 2022
    Time: 2pm – 3pm ET
    Learn More / Register

    Best Practices: Creating Amazing Employee Experiences through Purposeful Employee Engagement
    Date: June 8, 2022
    Time: 2pm – 3pm ET
    Learn More / Register

    Employer Solutions/HR – Live Webinar Calendar
    Browse webinars, register now, or mark your calendar for future scheduled sessions.
    Learn More / Register

    Popular Recorded Webinars

    New Options from the Premium Version of Sage HRMS and More

    Building a Business Case for Next Gen HR Technology

    How Learning Management Systems are Changing the Way People Learn, Everywhere

    Next Generation Human Capital Management Systems

    HRMS Support

    Helpdesk:
    P: 888.494.9479
    E: helpdesk@netatwork.com

    HRMS Knowledge Center

    Sage HRMS Online Training Center
    See more courses and gain knowledge about Sage HRMS business topics important to you without committing a full day or more!

     Refer a friend, get a $100 Gift Card!

    Submit a Referral / Learn More!
    Do you have a friend or colleague whose company might benefit from utilizing a Net at Work service or solution? If so, refer them to us below and receive a $100 gift card or donation to your charity of choice!

    HRMS Resource Archive

    View our library of Employee Solutions / HR resources.

    HRMS Newsletter Archive

    Read our previous Sage HRMS Newsletters here

    Connect With Us

    Business Applications

    • Overview
    • ERP/Accounting
    • Cloud ERP
    • CRM
    • Employer Solutions
    • ECM
    • Nonprofit Solutions

    Learning Center

    • White Papers & Guides
    • Ebooks
    • Training Courses
    • Virtual Training Courses
    • Success Stories
    • Live Webinars
    • Recorded Webinars
    • Trials

    Infrastructure Solutions

    • Overview
    • Solutions
    • Managed IT Services
    • Fractional CIO & Advisory Services
    • Cloud Services
    • Cloud at Work
    • Compliance & Security
    • DR/Business Continuity

    Support

    • Application Remote Support
    • Infrastructure Remote Support
    • Sage HRMS Remote Support
    • General Inquiry
    • Helpdesk

    Web Development

    • Services Overview
    • Magento eCommerce
    • WordPress CMS
    • Systems Integration
    • Website Managed Services
    • ERP eCommerce Integration

    Company Information

    • Why Us
    • Alliance Partnership Program
    • Women at Work
    • Diversity and Inclusion
    • Partners
    • Careers
    • News
    • Blog
    • Privacy Policy
    • Contact Us

    Additional Solutions

    • Enterprise Business Intelligence
    • Avalara Automated Tax Solutions
    • Fortis Payments
    • LeaseQuery Lease Accounting
    • Sage Fixed Assets (Sage FAS)
    • Vertex SMB Sales and Use Tax

    Industries

    • Healthcare
    • Chemicals
    • Food & Beverage
    • Medical Devices
    • Nonprofit
    Net at Work
    Net at Work (HQ)
    575 8th Ave
    New York, NY 10018

    P: (800) 719-3307
    info@netatwork.com
    Locations Across North America »
    Visit our sister companies:
    Cloud at Work - Sage Application Hosting
    Pixafy - An eCommerce Agency
    Docutrend
    WordPress Image Lightbox Plugin