Transferring employee updates

You can use Sage 100 Payroll Link to transfer employee updates from Sage HRMS to Sage 100 Payroll, including:

• Adding new employees to your Sage 100 system.
• Updating existing employee information with changes made in Sage HRMS.

To transfer updated employee information:

1. In Sage 100 Payroll Link, select the Sage HRMS Employer whose employee information you want to transfer.
2. Select Transfer > Employees. The date of the last transfer is displayed at the bottom of the window.
3. On the Employees tab, select the employees whose information you want to transfer.
   • Initially all employees are selected.
   • To include only some employees, click Clear All and then select the check boxes in front of the employees to include. You can select Only show selected employees to filter the employee list.
   • To select all employees belonging to specific departments, click Clear All, choose Departments, and then select the check boxes in front of the departments to include.

4. In the Additional Employee Transfer Options section:

   • If you only want to include employees who were added or changed within a specified date range, enter the From and Through dates.
   • If you only want to transfer employees who were terminated on or after a specified date, select the Include employees terminated on or after check box and enter the date.

   Notes:

   • If you enter From and Through dates and also select the Include employees terminated on or after check box, only terminated employees who meet both conditions are included in the transfer.
   • If you selected specific employees in the Employee Selection list on the left side of the tab, the From and Through dates and the Include employees terminated on or after check box are not available .
5. In the Report Options section, select the audit reports you want to view after the transfer is complete. We recommend you view all three reports: Invalid Employees, Modified Employees, and New Employees.
6. To check the information before transferring the data:
   1. Clear the Transfer and update employees check box.
   2. Click Continue.
   3. The audit reports open with information about the transactions queued to transfer. Review this information and make any necessary corrections.
7. To perform the transfer:
   1. Select the Transfer and update employees check box.
   2. Click Continue.
   3. A message informs you when the transfer is complete. Click OK.
8. Review the audit reports after the transfer is complete.

About the audit reports

There are three audit reports:

• New Employees: Shows the new employees and the information that was transferred.
• Modified Employees: Shows the modified employees and the information that was transferred. The report also includes the derived values from Sage 100 Payroll business rules, which help you see how the information is interpreted in Sage 100 after it is transferred from Sage HRMS.
• Invalid Employees: Shows employees whose information was not transferred because some information was missing or set up incorrectly. In most cases the report describes why the employee information cannot transfer, such as if a department was not mapped.