When setting up Sage 100 Payroll Link, use the Employee Setup window to add any Sage 100 Payroll employees to Sage HRMS.
Note: Use the Sage 100 Payroll Link Employee Setup process only once to add employees. After the setup is complete, you will add new hires and maintain employee information in Sage HRMS then transfer changes to Sage 100 Payroll using the Transfer > Employees process. If you use the Sage 100 Payroll Link Employee Setup process again, information for employees already in HR will be overwritten.
Before you start
Before you can add employees, you must complete all other setup tasks:
To add employees from Sage 100 Payroll to Sage HRMS:
- In Sage 100 Payroll Link, select the Sage HRMS Employer (in the upper-right corner of the window).
- Select .
- Use the Employee Selection list to select the employees you want to add to Sage HRMS.
- In the Report Options section, select to view the following audit reports (which appear after the transfer is complete):
- Invalid Employees. Lists any employees who could not be added to Sage HRMS.
- Modified Employees. Lists employees who were modified since the first time you added them to Sage HRMS.
- New Employees. Lists new employees you set up in Sage 100 then added to Sage HRMS.
- Select the Add Employees to Sage HRMS check box.
- To add terminated employees to Sage HRMS, select the Include Terminated Employees check box.
- Click to begin the transfer process.
- Review the audit reports after the transfer is complete.
After adding employees
After you transfer employees using this method, the employee's Current Job shows as Sage 100-Not in code table. Although you can leave the code as is, you can instead either:
- Go to the Reasons Codes window (in Sage HRMS, select ) and add a description for the Sage 100 code.
- On the Current Job tab, select Add New Code from the Change Reason drop-down list, add a description for the Sage 100 code, and click .