Sage HRMS basics

Sage HRMScontains seven main activities: Tasks, Processes, Analysis, Reports, Rules, Details, and Query. Each product installed on your system contains the same types of activities, although the specific tasks vary for each product.

Tasks (Actions)

A Task changes or creates information pertaining to one employee. A task involves one step or a series of steps leading to the completion of a task or activity. Tasks are listed in the navigation pane (left-side menu) for each module in Sage HRMS, however these same tasks are listed as Actions from the main menu at the top of Sage HRMS.

For example, the Add New Hire task takes you through several steps. You complete a task involving one employee by performing or scheduling the required steps and entering information about the new employee into the system.

Processes

A process changes or creates information pertaining to a group of employees.

For example, the system process Archive Terminated Employees lets you archive data for terminated employees. After you select a specific employer, the system archives data for all the terminated employees.

Analysis

An analysis collects information from your Sage HRMS system and lets you analyze the information in various ways. At the highest level, an analysis can show records that summarize information. At the most detailed level, an analysis can show the specific records that the system used to create the summarized records. When you use analyses, you can quickly view information at the level of specificity you choose.

For example, a Human Resource manager can review the salary data for the entire company. With just a few clicks, you can select a more detailed view and see the salary figures for all your organizational levels.

Reports

Each Sage HRMS product contains many standardized reports that communicate database information in many forms.

Rules (Codes)

A rule or code governs a task, process, analysis, report, detail, or the entire system. You or your system administrator normally sets rules for the system and all its users. A rule can direct the system to validate information you enter for an employee. It can also be a method of establishing security clearance for a user.

For example, in Sage HRMS you can set a rule establishing rate tables to determine employees' benefit insurance plans.

Details

A detail is a page consisting of fields where you add, edit, or delete information. Each step in a task has a related detail page. You can also access individual details and review or add information as required.

For example, one step in the Sage HRMS Add New Hire task is Demographics. When you perform the Demographics step, the Demographics page opens. On this page, you enter basic employee information, such as name, address, Social Security number (or Social Insurance number), gender, and ethnic origin.

Queries (Secure Query)

Secure Query enables you to quickly and easily generate or modify requests for specific information. You can select which fields to output, sort results in ascending or descending order, build record filters, and group and summarize fields. When finished you can choose to output the query as a report, spreadsheet, text file, or database table.