About Sage HRMS Payroll

Sage HRMS Payroll provides flexible tools for you to maintain data about your company and its employees—and the earnings, deductions, and taxes involved in processing your company's payroll.

You can set up your Sage HRMS Payroll system for the U.S., Canada, or both.

Sage HRMS Payroll features

Sage HRMS Payroll handles all your payroll record-keeping and calculations.

You can use Sage HRMS Payroll to set up and maintain your payroll employees as well as the earnings, deductions, taxes, general ledger, and other pay factors used in calculating their pay. You can process payroll in Sage HRMS Payroll and print or directly deposit the paychecks. You can track the results of payroll processing online or by printing reports. Sage HRMS Payroll can also produce U.S. and Canadian government reports (such as Form T4, Form W-2, and Form 941), as well as other reports that track the results of payroll processing.

Tailor the system to your business

  • Set up the earnings, deductions, benefits, advances, accruals, expense reimbursements, and taxes used by your company.
  • Define the order in which earnings, deductions, and taxes are calculated as well as the base hours, earnings, deductions, and taxes to use in calculating their amounts.
  • Set up selection lists of employees for whom you can Calculate Payroll and perform other processing functions.
  • Create overtime and shift differential schedules that accommodate all types of overtime and shift pay arrangements.
  • Create up to four different classes (or sort orders) to enable you to Calculate Payroll, sort paychecks, and produce reports for different combinations of employees.
  • Create work classification codes that you can assign to employees—and produce reports based on the codes.
  • Define and use custom fields to store additional information for all types of transactions and employee information.

Process Payroll in a variety of ways

  • Process Payroll based on the earnings, deductions, and taxes you set up and assign to each employee.
  • Process Payroll based on stored employee information and information entered on timecards to override that information.
  • Create, calculate, and post manual check data for an "after the fact" record of checks written manually and issued to employees.
  • Create and calculate manual check data and then print and post the manual checks in Sage HRMS Payroll.
  • Print payroll checks or directly deposit paychecks to employees' bank accounts.

Choose your method of posting to General Ledger

  • Create G/L batches automatically upon printing and approving payroll checks.
  • Create G/L batches on demand using the Generate G/L Batch function.
  • Create detailed batches—or batches consolidated by account and fiscal period or by account, fiscal period, and source code.
  • Create a new batch of payroll entries each time you process payroll (with an option to post the transactions in General Ledger as well at that time)—or add the results of payroll calculation to an existing batch.
  • Post each payroll check to the check date or the pay period end date.
  • Use the G/L Integration window to choose the information that you want to transfer to General Ledger in the description, reference, and comment fields of General Ledger transactions arising from payroll transactions.
  • Post to the general ledger using Sage HRMS Payroll-specific G/L cost center segments representing company departments, divisions, regions, and so forth.

Produce complete audit trails

  • Print the Employee Information report to track changes made to employee information, including earnings, deductions, or taxes assigned to the employee.
  • Print the Transaction History Audit report to view the payroll history entered during setup and adjustments made to Employee Payroll totals.
  • Print Timecards and Payroll reports to verify the data entered for processing the timecards.
  • Print the Pre-Check Payroll Register to view and verify the information entered for earnings and deductions.
  • Print the Pre-Check Payroll Register and the Payroll Register to view and verify the results of payroll calculations.
  • Print the Payroll G/L Transactions report to view the audit trail of all G/L transactions created by Payroll Processing.

Protect the integrity of your data

Several built-in controls prevent you from taking actions that could damage your data. For example:

  • The system warns if you modify an earning, deduction, or tax that is referenced on a timecard or manual check.
  • If you integrate with General Ledger, you cannot inadvertently leave G/L account fields blank. The system prompts you to enter at least one distribution account set for each tax, earning, and deduction.
  • You cannot delete an employee, earning, deduction, or tax that is referenced in the years of payroll history you opt to keep.

Quickly review data on screen

  • Look up an employee's payroll activity, such as the amounts and hours spent on the employee's assigned earning/deduction codes and the employee's paychecks.
  • Look up the timecards entered for employees.
  • Display a list of employees' paychecks and view the paycheck details.

Produce comprehensive management reports

Sage HRMS Payroll provides a full range of reports, journals, and lists, including:

  • Earnings and Hours: Print for a range of dates or print through any month for a look at employee month, quarter, and year-to-date totals.
  • Earnings/Deductions Summary: Print for a range of dates, print current balances, or print through any month to focus on month, quarter, and year-to-date earnings and deduction amounts.
  • Tax Calculation Analysis: Print for a range of dates or print through any month to focus on month, quarter, and year-to-date tax amounts.
  • Workers' Compensation: Print for details about employee wages subject to workers' compensation premiums and the calculated premiums.

Perform time-consuming tasks quickly and easily

  • In one step, assign earnings and deductions to all or a range of employees.
  • Globally update particular fields in the earnings, deductions, and taxes you have assigned to employees.
  • In one step, delete terminated employees, inactive earnings, inactive deductions, inactive taxes, and payroll history you no longer need.