About Sage HRMS > About Sage HRMS Payroll

About Sage HRMS Payroll

Sage HRMS Payrollprovides flexible tools for you to maintain data about your company and its employees, and the earnings, deductions, and taxes involved in processing the company's payroll.

After you set up your Sage HRMS Payroll (U.S., Canadian, or both) system, you can process your payroll based on employee and earning and deduction information you set up for your company, or based on timecards and manual checks that you enter during the course of each pay period.

Sage HRMS Payroll prints payroll checks, produces both U.S. and Canadian government reports such as Forms T4, W-2 and Forms 941, and other reports that track the results of payroll processing.

Sage HRMS PayrollFeatures

Sage HRMS Payroll handles all your payroll record-keeping and calculations, regardless of the size and complexity of your business.

You can use Sage HRMS Payroll to set up and maintain your payroll employees and the earnings, deductions, taxes, general ledger, and other pay factors used in calculating their pay. You can process payroll in Sage HRMS Payroll based on timecards or based on information you add when you set up employees. You can track the results of payroll processing on displays and printed reports.

Tailor the System to Your Business

Set up the earnings, deductions, benefits, advances, accruals, expense reimbursements, and taxes that fit your company today and allow for growth in the future.
Set up selection lists of employees for whom you can Calculate Payroll and perform other processing functions.
Create overtime and shift differential schedules that accommodate all types of overtime and shift pay arrangements.
Create up to four different classes, or sort orders, to allow you to Calculate Payroll, sort paychecks, and produce reports for any combination of employees.
Create work classification codes that you can assign to employees, and produce reports based on the codes.
Define the order in which earnings and deductions and taxes are to be calculated and the base hours, earnings, deductions, and taxes to use in calculating their amounts.
Define and use as many optional fields as you wish to store additional information for all types of transactions and employee records.

Process Payroll in a Variety of Ways

Process Payroll based on the earnings, deductions, and taxes you set up and assign to each employee on the Employees window.
Process Payroll based on information in the employee record and information entered on timecards to override or supplement the data in the employee record.
Create, calculate, and post manual check data for an "after the fact" record of checks written manually and issued to employees.
Create and calculate manual check data and then print and post the manual checks in Sage HRMS Payroll.

Directly Deposit Paychecks

Sage HRMS Payroll allows you to deposit paychecks directly to employees' bank accounts.

Choose Your Method of Posting to General Ledger

Create G/L batches automatically upon printing and approving payroll checks.
Create G/L batches on demand using the Generate G/L Batch function.
Create detailed batches or batches consolidated by account and fiscal period or by account, fiscal period, and source code.
Create a new batch of payroll entries each time you process payroll (with an option to post the transactions in General Ledger as well during that time), or add the results of payroll calculation to an existing batch.
Post each payroll check to the check date or the pay period end date.
Use the G/L Integration window to choose the information that you want to transfer to General Ledger in the description, reference, and comment fields of General Ledger transactions arising from payroll transactions.
Post to the general ledger using Sage HRMS Payroll-specific G/L cost center segments representing company departments, divisions, regions, and so forth.

Produce Complete Audit Trails

Print the Employee Information report to track changes you make to any employee information, including information about the earnings, deductions, and taxes assigned to the employee.
Print the Transaction History Audit report for a record of the payroll history that you entered during setup and to track the adjustments you make to Employee Payroll totals.
Print Timecards and Payroll reports to verify the data you enter for processing the timecards.
Print the Pre-Check Payroll Register and the Payroll Register to verify and record the results of payroll calculation.
Print the Pre-Check Payroll Register to verify and record the information entered for earnings and deductions.
Print the Payroll G/L Transactions report to produce an audit trail of all G/L transactions created by Payroll Processing.

Protect the Integrity of Your Data

Several built-in controls prevent you from taking actions that could damage your data. For example:

The system warns you if you modify an earning, deduction, or tax that is referenced on a timecard or manual check.
If you integrate with General Ledger, you cannot inadvertently leave G/L account fields blank. The system prompts you to enter at least one distribution account set for each tax and each earning and deduction you set up.
You cannot delete an employee, earning, deduction, or tax that is referenced in the years of payroll history you opt to keep.

Quickly Review Data On-Screen

Look up an employee's payroll activity, such as the amounts and hours spent on the employee's assigned earning/deduction codes, and the employee's paychecks.
Look up the timecards that have been entered for employees.
Display a list of employees' paychecks, and view the paycheck details.

Produce Comprehensive Management Reports

Sage HRMS Payroll provides a full range of reports, journals, and lists, including:

Earnings and Hours: Print for a range of dates or print through any month for a look at employee totals for the month, quarter, and year to date.
Earnings/Deductions Summary: Print for a range of dates, print current balances, or print through any month to focus on month, quarter, and year to date earning/deduction amounts.
Tax Calculation Analysis: Print for a range of dates or print through any month to focus on month, quarter, and year to date tax amounts.
Workers' Compensation: Print for details about employee wages subject to workers' compensation premiums and the calculated premiums.

Perform Time-Consuming Tasks Quickly and Easily

In one step, assign earnings and deductions to all or a range of employees.
Globally update particular fields in the earnings, deductions, and taxes you have assigned to employees.
In one step, delete terminated employees, inactive earnings, deductions, and taxes, and payroll history you no longer need.

Installing Sage HRMS Payroll

For help installing Sage HRMS Payroll and for information on system requirements, read the Sage HRMS Installation Guide.

Configuring the Sage HRMS Payroll Database

After installing Sage HRMS Payroll, you must open your company and set up Database Configuration before you can start using the program for your payroll. For information on Database Configuration, read the Sage HRMS Installation Guide.

Sage HRMS PayrollDocumentation

To access, view, or print other related guides, visit the Sage HRMS Product Documentation website. This website is also linked from within Sage HRMS under the Help menu > Additional Documentation.

The Getting Started Guide

The Getting Started Guide explains how to set up your Sage HRMS Payroll system.

The Getting Started Guide contains the following chapters:

Introduction toSage HRMS Payroll provides a conceptual overview of the features and options you encounter as you set up Sage HRMS Payroll.
Sage HRMS Payroll Setup guides you through the process of setting up Sage HRMS Payroll to meet the specific needs of your company and transferring your current Sage HRMS Payroll data to your new system.
The Appendix contains additional useful information and a sample Setup Checklist (which you can also print to assist with setup).
The Index contains an alphabetical listing of topics in this manual, with corresponding page-number references.

The Sage HRMS Payroll in-product Help

The Sage HRMS Payroll in-product Help menu contains an overview of Payroll Processing, and it details daily and periodic processing and maintenance procedures. Help also lists the main features in Sage HRMS Payroll reports, as well as each field in the major Payroll windows (Field Lists).