Setting up Employer Configuration
You must complete Database Configuration setup before you can perform the Employer Configuration.
About Employer Configuration
The Employer Configuration window is used to determine how the user-defined Organization Levels from Sage HRMS should map to Payroll.
Organizations in Sage HRMS
Up to five organization levels can be defined in Sage HRMS on the Setup > System > Enterprise Setup > Organization Titles (tab). When you first install Sage HRMS, the system defaults three organization levels: Division, Department, and Location. After organization levels are defined, you can set up Organization Codes (Setup > Employees > Code Tables > Organization) to define details (by codes) within each organization level.
To Configure the Employer
- Select Setup > Payroll > Database Setup > Employer Configuration.
-
Click the appropriate tab, either U.S. Payroll or Canadian Payroll, and then select the check box for Use Interface - U.S. Payroll (or Use Interface - Canadian Payroll) to activate the connection to Sage 300 Payroll.
Note: Clear this check box to temporarily disengage the integration for maintenance or other purposes.
- In the Link Payroll Company to U.S. Payroll (or Canadian Payroll) field, select the organizational relationships between Sage 300 Payroll and Sage HRMS. For example...
Note: You always have the option to link the Payroll company to the Employer organization level, regardless of your setup in Sage HRMS. Select this option for the most comprehensive integration that supports transferring employees, earnings, deductions, benefits, accruals, and other payroll and HR-related details.
If you set up your organization levels in Sage HRMS using Department, Division, Employer, and Zone, you would choose to link one of the following:
- Department. Select this option to configure only a department relationship between Sage 300 and Sage HRMS. After selecting Department, you specify the related organization code (for the department) in the Sage HRMS Org. to Payroll field.
- Division. Select to configure only the division relationship between Sage 300 and Sage HRMS. After selecting, you specify the related organization code (for the division) in the Sage HRMS Org. to U.S. Payroll field.
- Employer. Select to configure the company, which provides the most complete integration that Sage Payroll Link can offer. If you select this, you only have to specify the Sage HRMS employer to link.
- Zone. Select to configure only the zone relationship between Sage 300 and Sage HRMS. After selecting, you specify the related organization code (for the zone) in the Sage HRMS Org. to U.S. Payroll field.
- In the Sage HRMS Employer to Payroll (U.S. or Canadian) field, select the Sage HRMS employer or company that includes the employees you want to transfer.
- Depending on your selection in step 4, the Sage HRMS Org. to Payroll appears and you are required to specify the related organization code set up for the organization level.
- Click Save and Close the window.