Sage HRMS Setup Checklist

Before you begin using Sage HRMS you must complete several steps. These setup steps allow you to customize the system to meet your employer's requirements precisely.

Steps to Set Up Sage HRMS

Set up the enterprise. Consider the enterprise as the parent company of your organization. The enterprise contains the standards for your system. You can insert a logo and specify organization titles as you set up the enterprise.
Set up the audit trail for the enterprise. The Audit Trail gives you the ability to track changes made to the system databases. You can select the database files and fields to audit as well as choose to enable or disable the audit.
Add employers. Before you can set up an employer, you must add an employer to the system. You enter its name and address as you want them to appear on reports. You can also define the way your employer pays most of its employees, including frequency and units.
Set up employers. For each Sage HRMS product you are using (Sage HRMS and Time Off), you must define unique parameters for each employer you add to your system.
Set up Code Tables. Your system uses codes to manage and store information in files. These codes provide abbreviated and standard references to specific information. This step enables you to modify or add to those codes as you customize Sage HRMS to the way you do business.
Set up Benefits. Sage HRMS uses the guidelines you define for employee benefits. This step allows you to easily manage even the most complex benefit plan, including your employer's insurance and savings plans as well as any rate tables used by the plans.
Set up security. The system provides an extensive, flexible and easy-to-use security system to help you protect your data. During this final step in the setup procedure, you establish security limits and privileges for all system users. The security system breaks out functions by product, employer, activity, task, and step. When you set up security, you assemble users in security groups and establish passwords for each user.

After you complete the preceding steps, you are ready to begin using Sage HRMS.