Using the Main Menu

The following table describes these menu items in the File menu.

Menu Item	Function
User Preferences	Opens the User Preferences dialog box so you can set specific preferences for how you want to use Sage HRMS.
Restart Sage HRMS	Automatically restarts your system. Use this after you make certain changes, such as changing the employer filter or the default view in User Preferences.
Logout	Log out of Sage HRMS and you are returned to the Logon window.
Printer Setup...	Opens the Windows Print Setup dialog box. Refer to your Microsoft Windows documentation to set up your printer. Note: If you want to change printers while working in Sage HRMS and the File Menu items are disabled, click the Windows Start Menu > Settings > Printers. Right-click on the printer you want and choose Set As Default.
Exit	Closes the Workspace, Organizer, and all open pages and exits the system.

The Edit menu contains standard commands generally found in all Windows products (Cut, Copy, Paste, and Delete). These edit commands are handy when you type in large amounts of text, such as adding comments or notes to employees. Select the text, then choose to cut, copy, paste, or delete it.

The Help menu includes standard commands, most of which are found in all Windows programs.

The following table describes these menu items.

Menu Item	Function
Contents	Opens the Table of Contents for online Help, where you can click the topic for which you want Help.
Search for Help on...	Opens the Index for online Help. Enter a keyword or phrase and then click Display.
Additional Documentation	Opens the Sage HRMS Product Documentation website with a list of both current and legacy User Guides, Installation Guides, Implementation Guides, and more.
Sage Web Site	Opens the Sage North America website in Microsoft Internet Explorer. If you do not have Internet Explorer installed, this option is disabled.
Sage HRMS Customer Support	Opens the Sage Customer Support website using Internet Explorer. If you do not have Internet Explorer installed, this option is disabled.
Sage Live Chat	Opens the Sage Live Chat Assistance window in Internet Explorer. Chat hours are listed and you must have a current Business Care Support plan and Account ID to get help.
Sage HRMS Training	Opens the Sage Sage HRMS Train website using Internet Explorer. If you do not have Internet Explorer installed, this option is disabled.
Sage Source	Directs you to the Sage Source website where you can log onto your personal online workspace.
Product Feedback	Opens the Sage HRMS portal on the IdeaScale website, where you can provide feedback and comments about Sage HRMS. You will have to create an account with IdeaScale in order to provide feedback.
Show Welcome Page	Opens the Welcome Page.
Register Sage HRMS...	Gives you the opportunity to register your software; you can enter the Serial Number, Installation Code, and select from additional Sage products that can be integrated with Sage HRMS.
Register for eFiling	Opens the Sage Payroll Tax Forms and eFiling by Aatrix website, where you can learn more about your eFiling options and register for eFiling.
About Sage HRMS	Opens the About Sage HRMS dialog box for you to view information about your system or read the End-User License Agreement. If you want to be removed from the Product Enhancement Program, select the check box for I want to opt out of the Product Enhancement Program. If you want to be removed from the Product Survey Program, select the check box for I want to opt out of the Product Survey Program.

Tip: You can also access context-sensitive Help at any time by clicking the Help button.

To set the Employer Filter, click the down arrow and select the Enterprise or the employer you want to work with. The list displays each employer's description and three letter code.

The system lets you set up more than one employer in your enterprise. All the employees you add to your employers exist in the database. Before you find the employee you want to work with, use the Employer Filter list to filter your employers so it is easier to find the employee.

Note: After you add a new employer, you must log out of the system and log back on in order to see the new employer in the Employer Filter drop-down list.

For example, suppose you set up four different employers in your enterprise with a total of 2,500 employees. You want to start processing employee records for just one employer, Dunedin Enterprises (DEU for U.S. sample data or DEC for Canadian sample data)). Instead of searching through all 2,500 employees, you can select DEU/DEC from the Employer Filter list to work with only employees assigned to DEU/DEC.

If you set your employer filter to DEU/DEC, only Dunedin Enterprises and its employees are available in the following areas of the system:

• Employee Find. When working with detail pages or actions, the system searches through only the records in Dunedin Enterprises to find the employee. Note that each time you change the employer filter and search for an employee, the system adjusts the record set to match the selected filter.
• Standard reports. When selecting criteria for reports, only DEU/DEC appears in the Employer drop-down list on the Standard Criteria tab.
• Rules. When adding or editing code tables, only DEU/DEC appears in the Employer drop-down list.
• Analyses. Only DEU/DEC data appears in the selection tree.

The Help button is always accessible to the far right of the Main Menu. Click it to open the online Help for Sage HRMS.