Modify a Task or Process

You can modify an action in the following ways:

• Add new steps to an action.
• Modify a step in an action.
• Delete steps from an action.
• Delete an action from the menu if it's no longer needed.

You can also:

• Add an action to a submenu on the Actions menu.

To Add a New Step to a Task or Process

1. Select Setup > System > Customize Menu.
2. From the Product drop-down list, select a product.
3. From the Activity drop-down list, select Action.
4. From the Action drop-down list, select the action to which you want to add a step. The steps appear in the Steps list box on the right.
5. Click Add. The Customize Steps dialog box opens.
1. Select the step you want to add from the Steps drop-down list. This list contains all the standard pages for the selected action type, as well as the custom pages for the selected product.
2. If you want the step to be required, select the Required Step check box. If a step is required, the step is automatically checked on the steps page when a user initiates the action.
3. Click OK to save the new step.
6. Add additional steps to the action as needed. Note that a single action can contain a maximum of 18 steps..
7. To rearrange the order of the steps, click the button next to a step and drag it to the new location.

Note: The Find Employee (or Class) step must always be the first step and cannot be moved.

8. When done adding steps, click OK to save the action.

9. Click Yes to rebuild your system files. For example...

   You want to add the Company Property custom page as a required step to the Terminate Employee action in Sage HRMS.

   Note: You cannot modify steps required by standard Sage HRMS actions.

   1. Select Setup > System > Customize Menu.
   2. From the Product drop-down list, select HR.
   3. From the Activity drop-down list, select Action.
   4. From the Action drop-down list, select Terminate Employee.
   5. Click Add. The Customize Steps dialog box opens.
      1. Select Company Property from the Step drop-down list.
      2. Select the Required Step check box.
      3. Click OK to save your changes and close the dialog box.
   6. The Company Property step now appears in the steps list for the Terminate Employee action.
   7. When done, click OK.
   8. Rebuild your system files.

To Modify a Step in a Task or Process

1. Select Setup > System > Customize Menu.
2. From the Product drop-down list, select a product.
3. From the Activity drop-down list, select Action.
4. From the Action drop-down list, select the action to which you want to add a step. The steps appear in the Steps list box on the right.
5. Select the step you want to modify and click More. The Customize Steps dialog box opens.
   1. Select or clear the Required Step check box. If a step is required, the step is automatically selected on the steps page when a user initiates the action.
   2. Click OK to save your changes to the step.

Note: You cannot edit steps required by standard Sage HRMS actions.

6. When done modifying steps in the action, click OK to save your changes to the action.
7. Click Yes to rebuild your system files.

To Delete a Step from a Task or Process

1. Select Setup > System > Customize Menu.
2. From the Product drop-down list, select a product.
3. From the Activity drop-down list, select Action.
4. From the Action drop-down list, select the action to which you want to add a step. The steps appear in the Steps list box on the right.
5. Select the step you want to delete and click Delete. Confirm the deletion.

Note: You cannot delete required steps from standard Sage HRMS actions.

6. Click OK to save your changes to the action.

7. ClickYes to rebuild your system files. For example...

   You now want to delete the Company Property custom page as a required step in the Terminate Employee action in Sage HRMS.

   Note: You cannot modify steps required by standard Sage HRMS actions.

   1. Select Setup > System > Customize Menu.
   2. From the Product drop-down list, select HR.
   3. From the Activity drop-down list, select Action.
   4. From the Action drop-down list, select Terminate Employee.
   5. In the Steps list box, select Company Property and click Delete. Confirm the deletion.
   6. Click OK. The Company Property step is removed from the Terminate Employee action.

To Delete a Task or Process

1. Select Setup > System > Customize Menu.
2. From the Product drop-down list, select a product.
3. From the Activity drop-down list, select Action. The actions appear in the Actions list box on the right.

   Note: You are only deleting the action from the menu, not from the system.

4. Select the action and click Delete. Confirm the deletion.

5. Click Yes to rebuild your system files. For example...

   To delete the Terminate Employee action from Sage HRMS:

   1. Select Setup > System > Customize Menu.
   2. From the Product drop-down list, select HR.
   3. From the Activity drop-down list, select Action.
   4. From the Action drop-down list, select All. The actions appear in the list on the right.
   5. Select Terminate Employee and click Delete. Confirm the deletion.
   6. Click OK to save your changes and close the dialog box.