Creating an ADP Template

An ADP template lets you define what information in your Sage HRMS databases you want to export to ADP PC Payroll. Sage HRMS Link presents a list of fields and you simply choose which ones you want to export. Each template you create identifies data for each employer you want to export to ADP. Thus, if you are working with more than one employer, you create a different template for each employer.

Note: Before you export data, you have the opportunity to change your employer, employee selections and criteria, if necessary.

To Create an ADP Template

From the menu, select Service Bureau > New ADP Template.
Enter an abbreviated identification (up to 12 characters) in the Template ID field.
Enter a lengthier description in the Description field. The description you enter here appears on all the template selection lists when you are selecting a template to modify, to delete or to use for exporting data.
If you want to export only those Sage HRMS records meeting a specific criteria, click Criteria. The Expression Builder opens for you to create an expression. Refer to Expression Builder for details about how to use this function.
The ADP Template Setup dialog box contains three tabs. Complete the fields on each of the tabs as necessary.
When done, click OK.

Template Information

The Template Information tab contains the following fields.

Field Label	Field Description
Select Export Directory	This field enables you to enter the path of the file you are creating. Type the file path, or click the Select Export Directory button to open a dialog box to select the drive and directory in which you want your file to be saved. Note: Before you export data, you have the opportunity to modify your Export Directory, if necessary.
Pc Payroll-US	This selection selects US payrolls only. The product selected determines which fields are available for export and how the export file is created. Only employees who have a US Social Security Number will be selected. Only one selection can be chosen between Pc Payroll-US, Pc Payroll-Canada, and Pay Expert-US. The field label for Hrpersnl.p_active displays as Hire Status in the PC Payroll output file.
Pc Payroll-Canada	This selection selects Canada payrolls only. The product selected will then determine which fields are available for export and how the export file is created. Only employees who have a Canada Social Insurance Number will be selected. Only one selection can be chosen between Pc Payroll-US, Pc Payroll-Canada, and Pay Expert-US. The field label for Hrpersnl.p_active displays as Hire Status in the PC Payroll output file.
Pay Expert-US	This selection selects Pay Expert-US. The product selected will then determine which fields are available for export and how the export file is created. Only employees who have a US Social Security Number will be selected. Only one selection can be chosen between Pc Payroll-US, Pc Payroll-Canada, and Pay Expert-US. The field label for Hrpersnl.p_active displays as Employee Status in the PC Payroll output file.
Employer	From the drop-down list, select the Sage HRMS employer whose data you want to export. All employers that have been set up in Sage HRMS and to which you have security access display in the list.
ADP Company Code	Enter the code of the ADP PC Payroll company to which you want to export your Sage HRMS data. Note: The company code you enter on the ADP Template Setup dialog box will override any company codes you set in the Company Code translation table. If you don't select a company code and leave the field blank, Sage HRMS Link uses the codes set in the Company Code translation table.
All	Directs Sage HRMS Link to export all employees in the selected employer. If you have just purchased ADP and want to export all your data to PC Exchange, select All. Note: Sage HRMS Link does not export terminated employees.
New Hires Since	Directs Sage HRMS Link to export all employees whose Last Hire Date is equal to or greater than the date you specify. When you export the data, PC Exchange marks the employees as new hires. If you do not enter a date, Sage HRMS Link exports all employees and PC Exchange marks all the exported employees as new hires.
Changes Since	Directs Sage HRMS Link to export all employees whose Change Date for personnel data, benefit data, or custom page data is equal to or greater than the date you specify. If you do not enter a date, Sage HRMS Link exports all employees. Note: The Sage HRMS field for the Last Hire Date is P_LASTHIRE. The Sage HRMS field for the Change Date can be P_CHADATE (from the Employee Personnel database, HRPERSNL), B_CHADATE (from the Employee Benefit database, HBENE) or U_CHADATE (from the Employee Custom page database, HRTKPERS).
New Hires and Changes	Directs Sage HRMS Link to export all employees whose Last Hire Date is equal to or greater than the New Hires Since date. Additionally, Sage HRMS Link will export all employees whose Change Date is equal to or greater than the Changes Since date you specify.

Standard Export Fields

Notes:

Fields that require translation are marked with an asterisk. Make sure you set the ADP code to correspond to the Sage HRMS code. For more information about translating fields, see Sage HRMS Link Translation Tables.
You can map the ADP File Number to a field other than the Sage HRMS employee number field (P_EMPNO is the default). If you are using a MISC field (P_JMISC1, P_JMISC2, P_JMISC3) in the HRPERSNL database file to store the ADP file number, choose the appropriate field from the ADP File Number Mapping Field drop-down list.

The Standard Export Fields tab contains the following fields.

ADP Field Description	PC Payroll Screen	Sage HRMS Field
Include Dashes in SSN/SIN Indicates whether or not you want dashes in the SSN/SIN when you export from Sage HRMS to PC Payroll.	FST- Fast Hire	P_SSNSIN
First Name Middle Initial	FST - Fast Hire PER - Personal Information	P_FNAME
Address Line 1	FST - Fast Hire PER - Personal Information	P_HSTREET1
Address Line 2	FST - Fast Hire PER - Personal Information	P_HSTREET2
City	FST - Fast Hire PER - Personal Information	P_HCITY
State/Province	FST - Fast Hire PER - Personal Information	P_HSTATE
ZIP/Postal Code	FST - Fast Hire PER - Personal Information	P_HZIP
Home Phone Number	PR1 - Personnel Reporting System	P_HPHONE
Birth Date	PFE - Personal Family & Emergency SPO - Spouse	P_BIRTH
Original Hire Date	CTL - Control Information	P_ORIGHIRE
Last Hire Date	CTL - Control Information	P_LASTHIRE
Adjusted Service Date	CTL - Control Information	P_SENDATE
Next Performance Review Date	SAL - Salary	P_NEXTPERF
Gender	FST - Fast Hire PER - Personal Information PFE - Personal Family & Emergency	*P_SEX
Race Not present for Pc Payroll Canada	FST - Fast Hire PER - Personal Information PFE - Personal Family & Emergency	*P_RACE
Federal Marital Status Not present for Pc Payroll Canada	FST - Fast Hire	*P_MARRIED
Actual Marital Status	P_married	P_MARRIED
Active Status (Employment Status)	FST - Fast Hire PER - Personal Information	*P_ACTIVE
Rate 1 (Salary)	FST - Fast Hire PER - Pay Information	*P_SALARY Note: To include an employee's shift differential in their Rate 1 (Salary), check the box below the Rate 1 field.
Include Shift Differential in Rate 1	P-shiftpre	P_SHIFTPRE
Standard Hours	FST - Fast Hire PAY - Pay Information	P_NORMUNIT
Pay Frequency	P_payfreq	P_PAYFREQ
Deduction Code/Amount Not present for Pc Payroll Canada	FST - Fast Hire	*B_BENECODE/B_CONTRIB
EEO Occupation Category Not present for Pc Payroll Canada	PER - Personal Information	*P_EEOCLASS
Job Class Not present for Pc Payroll Canada	PR1 - Personnel Reporting System	*P_EEOCLASS
Union Code	PR1 - Personnel Reporting System	P_UNIONCD
Assigned Shift	PR1 - Personnel Reporting System	P_SHIFT
Actual Dependents	PR1 - Personnel Reporting System	P_DEPNDTS
Hiring Source	PR1 - Personnel Reporting System	P_SOURCE
Job Title	P_jobcode	P_JOBCODE
Rate Multiplier Not present for PC Payroll US or Pay Expert U.S.	P_jmisc3	P_JMISC3
Termination Date	PR1 - Personnel Reporting System	P_TERMDATE
Termination Reason	PR1 - Personnel Reporting System	P_TERMREAS

Supplemental Fields

When you set up your ADP template, you can map various Sage HRMS fields to specific fields in PC Payroll. The HR fields originate from the HRPERSNL database and any Custom Screen databases you have set up in your system. Each drop-down list contains a collection of fields (either character, numeric or code table fields) to which you can map the corresponding ADP field.

The Supplemental Fields tab contains the following fields.

ADP Field Description	PC Payroll Screen	Type
Rate 2	FST - Fast Hire	Numeric
Rate 3	FST - Fast Hire	Numeric
Home Department More... Regardless of whether you are exporting Sage HRMS data to ADP PC for Windows or DOS, the Home Department field can accommodate either three characters or six characters. Choose the appropriate number of characters if you are using the Home Department field. Make sure you use the correct number of characters (three or six) for the ADP code when you set up the Organization Level Codes translation table.	FST - Fast Hire PAY - Pay Information	Code Table
Home Department Characters	FST - Fast Hire PAY - Pay Information	See following Note.
Clock Number	FST - Fast Hire PAY - Pay Information	Character
Data Control	FST - Fast Hire PAY - Pay Information	Character
EEO Job Training Not present for Pc Payroll Canada	PER - Personal Information	Character
Pay Group (Pay Information)	PAY - Pay Information	Character
POC - Division	PR1 - Personnel Reporting System	Code Table
POC - Office	PR1 - Personnel Reporting System	Code Table
POC - Department	PR1 - Personnel Reporting System	Code Table
POC - Section	PR1 - Personnel Reporting System	Code Table
Location Code (Personnel Reporting)	PR1 - Personnel Reporting System	Code Table
Employee Type	PR1 - Personnel Reporting System	Code Table
Workers Comp Code Not present for Pc Payroll Canada	PR1 - Personnel Reporting System	Character
FLSA Code (Personnel Reporting) Not present for Pc Payroll Canada	PR1 - Personnel Reporting System	Character
SUI/SDI Code More... The State 1 tax code and the SUI/SDI code both originate from the employee's home state (P_HSTATE). When you export New Hires to ADP, Sage HRMS Link sets the SUI/SDI code and the State 1 tax code to the employee's home state. This means if an employee's work state is different from their home state, you must change this field in the PC Exchange file. Sage HRMS Link exports the State 1 tax code and the SUI/SDI code only if you’ve selected New Hires Since or New Hires and Changes on the Template Information tab. The codes are not be exported if you selected All or Changes Since. Not present for Pc Payroll Canada	PR1 - Personnel Reporting System	Character
Work State Code Not present for Pc Payroll Canada	PR1 - Personnel Reporting System	Character