Using Sage HRMS Payroll > Setup and Configuration in Sage HRMS > Setting up Employee Configuration

Setting up Employee Configuration

You must complete the Setting Up Database Configuration and Setting up Employer Configuration setup before you can access the Employee Configuration window.

Use the Employee Configuration window to create configuration profiles. Later when you process payroll, you will select the profile for which you want to transfer updates between the systems.

About User-Defined Employment and Pay Fields

In Sage HRMS, you can use up to four Employment and four Pay fields to map to functional fields in Payroll. You can use this option to define field labels and then enter employee-specific data in the fields for tracking or reporting purposes. For example, you might also want to use these fields to record driver’s license numbers, security clearances, uniform sizes, or the results of pre-employment screenings.

Create an Employee Configuration Profile

Select Setup > Payroll > Database Setup > Employee Configuration.
Enter the following information to create a new configuration profile:
- Profile ID. Enter an identifying name or code for the profile (up to 20 alphanumeric characters). Upon entering the Profile ID, the system refreshes with data from your Sage 300 Payroll and Sage HRMS setups.
  Tip: Best practice is to set up your profiles by pay frequency. This way, when you later use the Open Payroll Process to update your system, you can manage the updates as part of your payroll processing routine. We also recommend you set up a profile for paying bonuses.
- Profile Description. Enter a description or name for the profile (up to 60 alphanumeric characters).
- Payroll Module. This field automatically updates with either U.S. or Canadian Payroll based on the employer database you configured. You cannot change this field—it is specific to the payroll module for the company you are configuring.
Click Add to create the profile. The program updates the tables in all tabs with payroll settings you defined in Payroll.
To map the fields between each system, double-click the cells and select from the available options.

Typically columns that require mapping show None and are under the Sage HRMS column. However, some additional columns require mapping for a successful integration. The drop-down lists show fields from Sage HRMS.
Choose each tab to map data from Sage HRMS to Sage 300 Payroll. More...
Review the following topics to learn more about each Employee Configuration tab:
Click Save after mapping all tabs and Close the window.

Deleting an Employee Configuration Profile

If you created a profile by mistake or no longer need a profile, click the Delete button.

You cannot delete rows in the tables of data on each tab, as the data is retrieved from your system so you can configure it. If you do not have a corresponding Sage HRMS field to map, leave the default None in the field.

Next Step: Using the Open Payroll Process to update your system.