Set Up User Preferences

Select the navigation pane group or feature that you want to open in the workspace when you log on to Sage HRMS.

By default, the Welcome to Sage HRMS page opens in the workspace after you log on to Sage HRMS. If you want to hide the Welcome to Sage HRMS page and display only the item you select in this field after you log on, select Do not show me this page again on the Welcome to Sage HRMS page.

Select the employee-related page you want to automatically open when you log on to Sage HRMS.

The Employees Toolbar Default list includes only the pages to which you have security access. If you select a default page that the system administrator might later restrict you from accessing, Sage HRMS assigns the next available page in the list as the default. If the restricted page was last in the list, Sage HRMS assigns the first page in the list as the default.

Select the training-related page you want to automatically open when you log on to Sage HRMS. This field does not display if you do not have Sage HRMS Train installed.

The Training Toolbar Default list includes only the pages to which you have security access. If you select a default page that the system administrator might later restrict you from accessing, Sage HRMS assigns the next available page in the list as the default. If the restricted page was last in the list, Sage HRMS assigns the first page in the list as the default.

By default, the Employee Find function searches through all employees, regardless of their status, when you look for an employee. This is because, by default, all statuses are selected for the Default Employee Status Selection user preference.

You can change the default status selections by selecting or clearing the appropriate check boxes: Active, LOA, Terminated, or Other.

For example, if you select Active and clear all other status selections, the Employee Find only searches through employees with a status of Active. However, you can override the default Employee Status Selection by changing the status selections directly on the Employee Find dialog box.

This drop-down list shows all U.S. Payroll employers that have been set up in your system (with the assigned Payroll Database ID). The employer you select here is the one that will be used when non-employee level payroll pages are opened, regardless of whether the Employer Filter is set to Enterprise. For example, if you are working with payroll processes and your default U.S. Payroll Employer is US/ABC, the data used in the payroll processes will be for employer US/ABC.

This drop-down list shows all Canadian Payroll employers that have been set up in your system (with the assigned Payroll Database ID). The employer you select here is the one that will be used when non-employee level payroll pages are opened, regardless of whether the Employer Filter is set to Enterprise. For example, if you are working with payroll processes and your default U.S. Payroll Employer is Can/ABC, the data used in the payroll processes will be for employer Can/ABC.

When selected, all tasks listed in Scheduler will be communicated through Microsoft Outlook to the assigned user.

Note: You must enter an email address for the assigned user in User Security for this feature to work.

If you do not want to participate in the Product Enhancement or Product Survey programs, select the check boxes on the General Preferences tab.