The Import Calculations process ensures the information in several job and training related fields of the database are current and up-to-date. You should use this process when you:
- Perform a Mass Update.
- Import information from another application.
- Change information with an application other than your system, such as using another database application.
Information Updated by the Import Calculations Process
Sage HRMS automatically updates and references the current values for the following fields:
- Annual salary
- Compa-ratio
- Last pay change information (such as date, amount, and percent)
- Total dependents and total insured dependents
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If you are running a new installation of Sage HRMS Import Calculations updates the supervisor name (pe.p_supervis) after a mass update only if you have mass updated both the supervisor company (pe.p_superco) and the supervisor ID (pe.p_superno).
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If you are running a new installation of Sage HRMS: Import Calculations will update the secondary supervisor name (pe.p_sup2vis) after a mass update only if you have mass updated both the secondary supervisor company (pe.p_sup2co) and the secondary supervisor ID (pe.p_sup2no).
If you are also validating Job codes (determined in the employer setup information) the Import Calculations process also updates the following:
- Job title
- Job group
- Salary grade
- EEO class
- Exempt status
Sage HRMS Train
Sage HRMS Train updates the following information.
- The program ensures the class information on the employees’ Courses Taken page is consistent with the class information on the Class Information page.
- It updates job requirements for all employees, ensuring that all employees have been assigned the training programs, certifications, and courses that have been established as job requirements for their job codes.
- On the Required Courses
page the following information is updated:
- Removes the employees' completed courses from the Required Courses page, unless it is associated with a certification that has a renewal period.
- If a course on an employee’s Courses Taken page has a status of Enrolled or In Progress, the status of the corresponding course on the Required Courses page is updated.
- Any courses in the curriculum of programs on an employee’s Training Programs page that have not been completed are added to the Required Courses page.
- Re-calculates the Courses, Hours, Credits, and CEUs completed and remaining for all programs on an employee’s Training Programs page with a status of In Progress. If all courses are completed, the program status is changed to Completed and the Program End Date is updated.
- On the Certifications
page the following information is updated:
- Any completed courses on an employee’s Courses Taken page that are associated with a certification, Sage HRMS Train makes sure that certification is entered on the employee’s Certifications page.
- If a certification has an Originally Received Date and no Last Received Date, Sage HRMS Train sets the Last Received Date to the Originally Received Date.
- Sage HRMS Train totals the Courses, Credits, and CEUs for all courses completed for each certification. After the Initial Course, Credit, and CEU requirements for a certification have been reached, the Originally Received and Last Received dates are updated. Any subsequent courses are compared to the Renewal Course, Credit and CEU requirements for the certification, and the Last Received Date is updated each time the requirements are met.
- Sage HRMS Train calculates the Expiration Date for each certification that has a Renewal Period and a Last Received Date.
To Import Calculations
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Select Training > Processes > Import Calculations.
Sage HRMS begins the process immediately and displays the number of employees updated.
- Click when the process is complete.