Detail pages in Sage HRMS provide you with comprehensive information on personal information, benefits, training, attendance and payroll for employees in the application. Use the Employees Toolbar and the Training Toolbar to access detail pages.
When you perform a task, Sage HRMS provides one or more detail pages so you can enter or view information and complete your task. You must find an employee before proceeding to the first step in a task. Sage HRMS presents you with the Employee Find to search for the employee, after you have selected an employee, select the detail page you want to work with.
Tip: As you add, edit or delete information on pages, your system can keep track of additions, changes or deletions you make to your databases. During Enterprise Setup, you set up your Audit Trail and define which database files and fields you want to audit.
Understanding Detail Pages in Tasks
Each step in a task corresponds to a detail page. Some tasks require many steps and, therefore, many detail pages. For example, when you perform the Add New Hire task, Sage HRMS presents several steps with corresponding detail pages.
On the other hand, some tasks require only one step and, therefore, only one detail page. When you perform the Change Employee's Organization task, Sage HRMS opens only one required detail page because the task requires only one step.
Detail pages are a place for you to enter and edit employee information. That is, you can add and edit information on each page at each step; Sage HRMS does not limit you to only viewing the page.
Bypass Tasks to view and edit Detail pages
Sage HRMS provides access to individual pages without taking you through an entire task before reaching the one page you want to view or edit.
You can access an individual detail page in one of the following
ways:
- From the navigation pane, select a feature you want to work with (for example, Time Off). You have to search for an employee and then you can use the toolbar to select the detail page you want to work with.
- From the main menu, select Details > the section with which you want to use > and then the detail page you want.
Each page deals with one employee. When you first open a page, all the buttons, except the button, are disabled and the page is empty. You must first find an employee before you can proceed. After you search for an employee, you can use the buttons on the Information Bar to move through the employees from the search results list.
Note: Even after finding an employee, a page may still contain disabled fields. There are various reasons why you might not be able to select the item or field. Perhaps the system administrator set security so you cannot access all employee information on the page. A disabled item appears on your page as light gray while the items you can select are black. If you try to select a disabled item, the system does not respond.
Use the fields on the detail pages to add or edit information. When you make changes in pages, you make changes to the system's databases. Because the amount of data you enter can be very large, Sage HRMS provides several pages in which to enter information.
Finding an Employee
Use the Advanced to find an employee and open the employee record.
Tip: Use Ctrl+F on your keyboard to open the Advanced search window.