Tasks and Processes web screens

The following topics provide information about employee-related tasks and processes in the premium web version of Sage HRMS.

Employee Tasks and Processes web screens

Expand the links below to see a list of employee-related Task and Process in the premium web version of Sage HRMS.

To open this web pageClosed Select Tasks and Processes >  Employees.

  • Add New Hire
  • Assign Leave of Absence
  • Change Job and Pay
  • Change Personal Status
  • Cross Employer Transfer
  • Delete Employee Record
  • Rehire Employee
  • Return from Leave of Absence
  • Terminate Employee

    • Note: All multi-step employee tasks provide the HR Admin with the choice of completing applicable steps at the time of entry or creating a reminder for themselves or another user to complete the task at a later date. In addition, if you have SMTP configured on your web server and have set the Send Messages Via Email option to Yes in Employer Setup, you can also receive a calendar invite for any task step scheduled in the premium web version of Sage HRMS.

  • Update Benefits
  • Import Employee Pay Bands (HR Only)
  • Import Work Location Data

Time Off Tasks and Processes web screens

Expand the links below to see a list of Time Off tasks and processes in the premium web version of Sage HRMS.

To open this web pageClosed Select Tasks and Processes >  Time Off.

  • Assign Leave of Absence
  • Post Absence to Previous Year
  • Return from Leave of Absence
  • Accrue Time
  • Add Attendance Plans
  • Change Attendance Plans
  • Close Accrual Year
  • Create Absence Transactions
  • Delete Absence Transactions
  • Post Transactions to Summary
  • Reset Current Accrual Year

Payroll Tasks and Processes web screens

Canadian Payroll Tasks and Processes web screens