Related topics

Create an ADP Template

Exporting Sage HRMS Data to ADP PC Exchange

Setup Procedures for Sage HRMS Link and ADP PC Exchange

Following is a list of steps for setting up ADP and Sage HRMS Link. If you are already using Sage HRMS or ADP PC Exchange, then you have already completed some of these steps. Review the list to determine which steps apply to your situation.

  1. Order ADP PC Payroll and the PC Exchange module. This module, which you can install in ADP PC/Payroll & Personnel system, enables you to import information from Sage HRMS. Once installed, PC Exchange is an option on the Systems Maintenance menu in PC/Payroll & Personnel.
  2. Install and implement PC Exchange. When planning your PC Exchange implementation, consider the following:
  3. All date fields in Sage HRMS allow for four-character years. Make sure the ADP PC Exchange date option is set to four-character years.
  4. Sage HRMS Link maps the Employee ID to the employee’s Social Security number. Make sure the ADP PC Exchange Employee ID option is set to Social Security number.
  5. If you have recently purchased Sage HRMS and Sage HRMS Link, install and set up these products.
  6. Enter your employees in Sage HRMS if you have not already done so. You can enter your employees in the following ways:
  7. If you have human resource and employee information available in another system, you might be able to use the Sage HRMS Link ASCII File Import process to import the employee information. See Importing and Exporting ASCII Files for more information.
  8. Enter employee information in Sage HRMS from the Setup > Employees and Employees > View/Edit Employee navigation panes.
  9. Work with your Sage-certified Channel Partner or consultant, who can advise you of the best way to enter your employees in your Sage HRMS system.
  10. If you have recently purchased ADP PC Payroll, use Sage HRMS Link to import your employees in ADP.
  11. Determine how often you want to export data from Sage HRMS to ADP. The frequency at which you export data might be based on your own procedures or might depend on the number of additions and modifications you make to employees. We recommend you always update your ADP system before you run a payroll.
  12. Create the necessary ADP templates.

Note: ClosedADP PC Exchange requires certain fields when it is importing data. Sage HRMS Link automatically exports these fields so you do not have to choose to include or exclude these fields when you create your ADP template.

PC Exchange Required Fields

PC Exchange requires the following six specific fields whenever data is exported to it. PC Exchange cannot accept data without information in these fields.

ADP Field DescriptionSage HRMS Field

Employee File Number*

P_EMPNO

Employee ID*

P_EMPNO

Social Security Number

P_SSN

Last Name

P_LNAME

State 1 Tax Code**

P_HSTATE

SUI/SDI Tax Code**

P_HSTATE

* The Employee File Number and the Employee ID both originate from the employee number (P_EMPNO) in Sage HRMS. This means that both fields in PC Exchange are populated with the employee number when you export data.

** The State 1 Tax Code and the SUI/SDI Tax 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 and State 1 tax codes 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.

Published: May 17, 2017
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