Selecting the database

When you log on to Sage HRMS, you can select sample data or live data.

  • The sample data includes employees and scheduled tasks in the Organizer, which mimic how an actual company may use Sage HRMS. If you are new to Sage HRMS, the sample data enables you to familiarize yourself with entering data and using features without adversely affecting your company’s production (or live) data.
  • Live data is your company's production database, which contains employee information and other company data. Sage HRMS provides a default username and password for you to log on for the first time. After logging on, change the logon credentials and set up security according to your company's requirements.

Note: If you are a Canadian employer and you want to use sample data, select Both from the Enterprise Options tab of the Enterprise Setup page and add a Canadian employer.

Switching between databases

After logging on to Sage HRMS, you can switch between live and sample data anytime. This is useful if you want to see how a feature or process works in the sample data before implementing it in your live data. To switch between live and sample data, select the username menu > Log Off at the top of Sage HRMS.