This section describes how to use the Sage 100 Payroll to Time Off data transfer process. You can use this transfer process to transfer absence transactions from Sage 100 Payroll to Time Off.
Steps to Transfer
Here are the steps you need to follow when transferring data from Sage 100 Payroll to Time Off:
- Map all appropriate values using the Employer and Code Mapping page, as described in Set Up the Sage HRMS Link. This step only needs to be completed one time, prior to the first data transfer.
- Run a payroll in Sage 100.
- Use the Sage 100 Payroll to Time Off transfer process to transfer employee data, as described in this section.
Data to Be Transferred
For more information about mapping, see Set Up the Sage 100 Standard Link.
During the Update Check Register process in Sage 100, the system creates a temporary file to store absence-related information for employees. Information is only stored for earnings that are mapped to an absence reason code in Time Off and that have an earnings type you selected as an Earnings Types for Time Off Absence Transactions when mapping employers.
When you use the Sage 100 Payroll to Time Off transfer process, the information stored in this file is used to create absence transactions in Time Off.
Tip: To locate absence transactions in Time Off, from the navigation pane, select Employees > View/Edit Employee (select an employee) > Time Off > Absence Transactions.
Fields to Be Transferred
The following table lists the Time Off fields that are populated for each attendance transaction, as well as the Sage 100 source for each field.
|
Time Off Field |
Source in Sage 100
|
|---|---|
|
Benefit Date |
Benefit Date in Payroll Data Entry. |
|
Day |
Determined from the Benefit Date . |
|
Reason |
Absence reasons in Time Off corresponding to the earnings code in Sage 100 Payroll. Note: Absence reasons are mapped to earnings codes on the Employer and Code Mapping page as described in Set Up the Sage 100 Standard Link. |
|
Hours |
Hours in Payroll Data Entry. |
|
Comment |
Description of the earnings code used to create the absence transaction. |
To Transfer Data from Sage 100 Payroll to Time Off
- From the Sage 100 Standard Link main menu, select Transfer > Sage 100 Payroll to Time Off. The Transfer Sage 100 Payroll to Time Off page opens. The date of the last transfer is displayed at the bottom of the page.
- From the Sage HRMS > Sage 100 Payroll Employer Selection drop-down list, select the linked employers for which you want to transfer employees.
- Indicate whether you want to run the Audit Report before you transfer employees, run the Audit Report only or transfer employees only. The audit report shows you a list of employees who will be transferred to Sage HRMS. Review the audit report and make the necessary changes before proceeding.
- Click . The system asks you to confirm the transfer. Click to confirm the transfer, or click to cancel the transfer.
- A message informs you when the transfer is complete. Click .
Note: We strongly recommend you review the Audit report to ensure the accuracy of your information before proceeding with the employee transfer.