Customizing the Process Payroll Map

This process map displays for you the standard workflow associated with processing payroll in Sage HRMS. To access the Process Payroll map, from the navigation pane, select Payroll > Process Payroll or Canadian Payroll > Process Payroll.

You can customize the Process Payroll map to suit your payroll processing workflow and include tasks, processes, reports, as well as applications you added to your custom Quick Launch toolbar.

To Customize the Process Payroll map

Select Setup > System > Customize Process Payroll.
From the Group field drop-down list, select either U.S. Payroll or Canadian Payroll.
From the Submenu drop-down list, choose from Processes, Quick Launch, Reports, and Tasks. Depending on your selection, the related item is displayed in the Available list on the right.
- If you select Reports from the Submenu list, the Report Group field opens and you can choose from each category of reports.
- If you select Quick Launch from the Submenu list, the Button field opens and you can choose from any buttons you may have already added to your custom Quick Launch. If you haven't customized Quick Launch , you cannot add items from it to the Process Payroll map.
Select from the Available list and click the Add button to drop each item you want into the Include in Process Payroll list.
Once your items (tasks, processes, buttons, and so on) are added to the Include in Process Payroll list, you can change the order in which they appear on the Process Payroll map. To do this, highlight the item and click the Move Up or Move Down buttons until the items are in the order you want.

Note: You cannot move the Open Payroll process within the Include in Process Payroll list; this step must be performed first in Sage HRMS Payroll and it remains at the top of the list.

To delete items from the workflow, highlight the item and click the Remove button.
Click OK to save your changes.Sage HRMSprompts you to restart.
Select Yes to rebuild your system files.

To Add Custom Utilities to the Process Payroll map

Custom utilities and applications, including files that use Microsoft Office programs, can be added to the Process Payroll map. Custom utilities must first be added to the Quick Launch toolbar before they can be selected from the Customize Process Payroll window.

First complete all of the steps to customize the Quick Launch toolbar. If you do not restart Sage HRMS before proceeding to step 2, you will not be able to continue.
Select Setup > System > Customize Process Payroll.
From the Submenu drop-down list, select Quick Launch.
Select from the Available list and click the Add button to drop each item you want into the Include in Process Payroll list.
Once your utilities are added to the Include in Process Payroll list, you can change the order in which they appear on the Process Payroll map. To do this, highlight the item and click the Move Up or Move Down buttons until the items are in the order you want.

Note: This feature can work for utilities and applications that are installed on the user's machine. While the Quick Launch can launch various applications directly, the Process Payroll map is limited to launching utilties with file extensions recognized by Microsoft Windows® file association process, such as .exe, .com, .docx, and so on.