Tasks in Sage HRMS guide you through the steps necessary to accomplish an action, and make entering information easy. You do not have to remember where to enter pertinent information. The system remembers for you and gives you a list of all the pages to complete.
Using tasks
Use tasks to enter employee information for the first time. For example, when you add an employee, the Add New Hire task accesses all the necessary pages automatically.
Later, when you want to change information for an employee you already entered into the system, you can bypass the tasks entirely. Open the page you want by using the toolbar or by selecting the page from the main menu or the navigation pane. The page you select opens so you can change the necessary information.
Tip: As you move through each step in an task, your system can keep track of additions, changes, or deletions you make to your databases. During Enterprise Setup, you set up your Audit Trail and define which database files and fields you want to audit. An Sage HRMS task changes or creates information pertaining to one employee. In contrast, a system task changes or creates information pertaining to one employer. Whenever you perform a task, you follow a series of steps that lead to the completion of the task.
Steps in a task
After you find the employee with whom you want to work, a steps page specific to the task you selected opens. You can determine which steps you want to complete now and which steps you want to schedule for yourself or for another user to do later. Each step corresponds to a page.
Sometimes a task requires you to complete one or more of the steps. Sage HRMS has already checked the required steps on the steps page. For example, when you rehire an employee, you must complete the Rehire Information step and enter information on the Rehire Information page. Mark the remaining steps by selecting the Complete or the Schedule column. The pages corresponding to each step you mark to complete open in the order the steps appear on the steps page.
The number of steps vary on each steps page, depending on the different Sage HRMS products you use. For example, if you also use Sage HRMS Payroll, there are additional steps involved with rehiring an employee, such as defining payroll status, tax withholding, deductions, and earnings information.
The system skips any step you do not mark to complete or schedule. If you skip a step, the system does not present the corresponding page. If you schedule a step, you can schedule the step for yourself or someone else to complete at a later time.
Scheduling steps
Note: The Scheduler only appears if you scheduled steps. If you completed all the steps or skipped steps, the Scheduler does not appear.
After you finish all of the steps you selected to complete, the Scheduler automatically appears. The Scheduler reminds you of the steps you previously marked to schedule when you first began the task.
You can schedule the steps so they appear as tasks on your own Organizer or as tasks on another user’s Organizer.
Entering information on detail pages
After you select the steps you want to complete, Sage HRMS presents detail pages corresponding to each step. Enter the information on each page. For example, when you rehire a previously terminated employee, Sage HRMS presents the Rehire Information page for the first step.
When you finish entering information on a page, you can save your changes and continue with the next step, save your changes but remain on the current step, discard your changes, or, if necessary, stop the entire task.
- To save your changes and continue with the next step in the task, click the button. If the button appears on the page, you can also click to move to the next step in the task.
- To save your changes but remain on the current step, click the button.
- If necessary, you can discard your changes on the current page but continue the task. Click the button or press Esc. The task discards your changes on the current page but continues to the next step.
You might need to stop a task entirely. For example, you might be in the middle of recording a new hire, when you realize you are adding the new employee to the wrong employer. To stop the entire task and discard all the changes you made during the task, click the button. The button only appears on pages when you are performing a task.
Accessing context-sensitive help
You can access Help for each window in a task by clicking the Help icon or the F1 key on your keyboard.