Detail pages in Sage HRMS provide you with comprehensive information on personal information, benefits, training, attendance and payroll for employees in the application. Use the Employees Toolbar and the Training Toolbar to access detail pages.
When you perform a task, Sage HRMS provides one or more detail pages so you can enter or view information and complete your task. You must find an employee before proceeding to the first step in a task. Sage HRMS presents you with the Employee Find to search for the employee, after you have selected an employee, select the detail page you want to work with.
Tip: If the audit trail is set up for the enterprise, the system tracks changes to the databases as users add, edit, or delete information on pages. See the Audit Trail Setup tab for instructions about enabling auditing and specifying which database files and fields to audit.
Understanding detail pages in Tasks
Each step in a task corresponds to a detail page. Some tasks require many steps and, therefore, many detail pages. For example, when you perform the Add New Hire task, Sage HRMS presents several steps with corresponding detail pages.
On the other hand, some tasks require only one step and, therefore, only one detail page. When you perform the Change Employee's Organization task, Sage HRMS opens only one required detail page because the task requires only one step.
Detail pages are a place for you to enter and edit employee information.
Bypass Tasks to view and edit Detail pages
Sage HRMS provides access to individual pages without taking you through an entire task before reaching the one page you want to view or edit.
- From the navigation pane, select a feature you want to work with (for example, Time Off). You have to search for an employee and then you can use the toolbar to select the Detail page you want to work with.
- From the main menu, select Details > section > detail page .
Each page deals with one employee. When you first open a page, all the buttons, except the button, are disabled and the page is empty. You must first find an employee before you can proceed. After you search for an employee, you can use the buttons on the Information Bar to move through the employees from the search results list.
Note: Even after finding an employee, a page may still contain items that are disabled. There are various reasons why you might not be able to select the item. Sometimes the system administrator sets security so you cannot access all employee information on the page. A disabled item appears on your page as light gray while the items you can select are black. If you try to select a disabled item, the system does not respond.
Use the items on the detail pages to add or edit information. When you make changes in pages, you make changes to the system's databases. Because the amount of data you enter can be very large, Sage HRMS provides several pages in which to enter information.