Setting Up Code Tables

1. Select Setup > Employees, Time Off, Payroll, or Training > Click the link for the type of codes you want to work with. The code table you selected opens.
2. Select the employer with whom you want to work.
3. Click Copy. Only those employers with codes defined in the current table appear in the selection list. The employer with whom you are working does not appear in the list because you cannot copy codes from an employer to itself.
4. Highlight the enterprise or employer whose codes you want to copy and click OK. For most code tables, the Select Codes to Copy page opens. The Available list shows all the defined codes for that code table. The Selected list shows those codes you select.

Note: When copying some codes you are first shown a dialog box informing you of the related codes which will be updated to correspond with those you are copying (see Job Codes below). Click Yes to continue or click No to return to the code table page.

5. From the Available list box, double-click the codes you want to copy. The selected codes appears in the right list box. If you want to remove a code from the Selected list, highlight it and click Remove.
6. Click OK. The program checks to see if the codes to be copied are the same as any which already exist for the employer receiving them. If there are any duplicates, Sage HRMS asks whether you want the old code to be overwritten with the new. Select Yes or No.
7. The new codes are copied to the employer with which you are working. To adapt the code table to this employer’s needs, you can add additional codes to the list.
8. Click the Close button after you finish making your changes.

1. Select Setup > Employees, Time Off, Payroll, or Training > Click the link for the type of codes you want to work with. The code table you selected opens.
2. Select the employer with whom you want to work.
3. Click Add. The codes detail page opens.
4. Enter at least a code and description. Some code tables ask for additional information to be supplied for the added code. Other setup options are:
• Some code tables contain a blank code described as None Specified. This allows you to leave a field blank when you are entering information. To provide this option for your own code tables, include a blank code along with the description None Specified.
• Code tables for Jobs, Organizations, and Reasons provide the ability to make the code active or inactive. When the code is active, it displays in the code selection list when the user needs to select a particular code on a detail page. However, when the code is inactive (and the Show Inactive Codes setting on the Enterprise Setup page is set to No), the code does not display in the code selection list.
5. Click OK. Sage HRMS checks for duplicate codes and saves the changes if no duplicate exists. If a duplicate is found, the program prompts you to enter a different code.

1. SelectSetup > Employees, Time Off, Payroll, or Training > Click the link for the type of codes you want to work with. The code table you selected opens.
2. Select the employer with whom you want to work.
3. Highlight the code you want to edit and click More…. The detail page for the code you selected opens.

   Notes: Codes that have been set up in the following code tables cannot be changed. If you need to change a code name, create a new code and delete the old one.

   • Benefit Rate Tables
   • Benefit Savings Plans
   • Attendance Plans
   • Absence Reason Codes
   • FMLA Event Reason Codes

4. Edit the information and click OK.

1. SelectSetup > Employees, Time Off, Payroll, or Training then click the link for the type of codes you want to modify. The code table you selected opens.
2. Select the employer with whom you want to work.
3. Highlight the code you want to delete and click Delete. Sage HRMS prompts you to confirm the deletion. Also, deleting a code could affect history files and reports that contain the code.
4. Click Yes to delete the record, or click No to cancel the deletion.
5. Click the Close button when you finish.

You can also directly add codes to a code table when you are working with details pages. For every field that references a code table, Sage HRMS provides a drop-down list of codes. For example, on the Current Job page, the Job Code field accesses the Job Codes table.

Sage HRMS provides an option that enables you to add a new code while you are entering information on the page. When working with Sage HRMS, you can add codes from pages for all Sage HRMS code tables except for the Benefit Insurance Plans, Benefit Savings Plans, and Benefit Rate Tables. You must access these code tables in Rules to work with them.

To Add a Code From a Detail

For more information about using drop-down lists, see About Detail Pages.

1. Open the drop-down list for the field that references the code table you want to update.
2. Scroll to the bottom of the list and select Add New Code. A page opens so you can add a new code.
3. Enter the information for the new code and click OK. Sage HRMS adds the code to the list and selects the new code for the field.