Adding a new hire

When an employer hires a new employee, you can add the employee's information directly or use the Add New Hire task to enter that person's information into Sage HRMS. That information is used throughout Sage HRMS to perform tasks such as running a process or printing an employee report.

Tip: Before you begin the Add New Hire task, gather all the necessary information to enter for the employee, such as personal information, job and salary information, and benefit selections.

To add a new employee:

  1. Select Employees > Tasks > Add New Hire.

  2. On the Add New Employee page, enter basic information about the new employee.

    The employee's last name, social security number, employer, and state are required on the New Employee tab. You can also enter the employee's address on this tab as well as information on the Job and Pay tab.

  3. When you finish entering the basic information for the new employee, you have two choices:

    • Click Add to add the new employee and then continue adding other employees.

    • Click Steps to add the employee and continue with the Add New Hire task to add additional information about the employee.

    Note: If you forget to enter any required information or enter an invalid value, Sage HRMS displays a message and automatically highlights the item so you can add the information.

  4. If you clicked Steps:

    1. On the Steps for Record New Hire Task page, select the Complete check boxes for the steps you want to complete now. Select the Schedule check boxes for the steps to schedule for yourself or another user to do later.

      Note: Some steps may not be applicable to the employee you are hiring. For example, if the employee has no dependents, you do not have to perform the Dependents and Beneficiaries step.

    2. Click OK to start moving through the steps.

Steps in the Add New Hire task

Use the tabs on the Demographics page to add basic employee information (such as the employee's address, telephone numbers, gender, and marital status). Sage HRMS automatically fills in the information you provided on the Add New Employee page.

Click Continue to move to the next step.

Use the tabs on the HR Status page to add information about an employee’s seniority, employment eligibility, military history, and union affiliation. The hire date from the Job and Pay tab of the Add New Employee page is automatically filled in for Original Hire Date on the Seniority tab.

Click Continue to move to the next step.

Use the tabs on the Current Pay page to enter information about the employee’s pay rate, frequency, and annual pay. The pay information you entered on the Add New Employee page is automatically added to this page.

Click Continue to move to the next step.

Use the tabs on the Current Job page to enter information about the employee’s employment status, current job, job classification, and organization levels. The Employee Status is now set to Active.

If an employee has additional jobs in the organization, click the Secondary Job tab, click Add, enter the details on the Secondary Job page, and click OK.

Click Continue to move to the next step.

Use the Dependents and Beneficiaries page to add the employee's dependents and beneficiaries for the purposes of enrolling them in benefit plans.

Click Continue to move to the next step.

Use the Savings Benefits page to enroll the new employee in the savings plans your employer offers as well as assign the employee's beneficiaries for the plans.

Click Continue to access the Insurance Benefits page. Use this page to enroll the new employee and dependents into the insurance plans your employer offers as well assign the employee's beneficiaries for the plans.

Click Continue to move to the next step.

Use the Emergency Contacts page to enter two emergency contacts for the employee (on two tabs).

Click Continue to move to the next step.

In this step, you select the attendance plans for the employee:

  1. The Available list (on the left) lists all of the attendance plans set up for your employer. To select a plan for the employee, either double-click it or highlight it and click Select > to move that plan to the Selected list (on the right). You can enroll an employee in as many plans as your employer offers. To remove a plan, highlight it and click Remove.

  2. When you finish selecting the plans, click OK.

    The plans you selected are now shown in the table on the employee’s Attendance Summary page. Time Off starts accruing time for the employee as today (start of the day).

  3. To see additional information on a plan or make changes, click the + button next to the plan or select the plan and click More to open the Attendance Summary detail page. If you make changes, click OK to save your entries.

Click Continue to move to the next step.

Use the Skills page to enter an employee’s skills as well as the number of years' experience that the employee has in each skill.

Click Continue to move to the next step.

Use the Required Courses page to enter information on each course the employee needs to complete.

Click Continue to move to the next step.

Use the Certifications page to enter information about each certification the employee received as well as certifications required for the employee’s job that might not have been received yet.

Click Continue to move to the next step.

Use the Training Programs page to enter information on each training program the employee needs to complete.

Click Continue to finish.