Customizing the Process Payroll Map

This process map displays the standard workflow associated with processing payroll in Sage HRMS. To access the Process Payroll map, from the navigation pane, select Payroll > Process Payroll or Canadian Payroll > Process Payroll.

You can customize the Process Payroll map to suit your payroll processing workflow—and include tasks, processes, reports, and applications you added to your custom Connected Services menu.

To customize the Process Payroll map

1. Select Setup > System > Customize > Customize Process Payroll.
2. On the Customize Process Payroll page for Group, select either U.S. Payroll or Canadian Payroll.
3. To add a process:
   1. For Submenu, choose Processes.

   2. Select a process in the Available list and click Add.

      The process is added to the bottom of the Include in Process Payroll list.

4. To add a task:
   1. For Submenu, choose Task.

   2. Select a task in the Available list and click Add.

      The task is added to the bottom of the Include in Process Payroll list.

5. To add a report:
   1. For Submenu, choose Reports.
   2. For Report Group, choose a report category.

   3. Select a report in the Available list and click Add.

      The report is added to the bottom of the Include in Process Payroll list. ("Report" is added to the end of the report name to differentiate it from similar tasks and processes.)

6. To add a Connected Service:
   1. For Submenu, choose Connected Services.
   2. For Button, choose one of the buttons already added to your custom Connected Services. (If you haven't customized Connected Services, you cannot add items from it to the Process Payroll map)

   3. Select a button in the Available list and click Add.

      The button is added to the bottom of the Include in Process Payroll list.

7. Review the items in the Include in Process Payroll list.

   You can change the order in which the items appear on the Process Payroll map by highlighting an item and clicking Move Up or Move Down until the item is in the order you want.

   Note: You cannot move the Open Payroll process within the Include in Process Payroll list; this step must be performed first in Sage HRMS Payroll and it remains at the top of the list.

   You can delete an item from the Process Payroll map by highlighting the item and clicking Remove.

8. When the items in the Include in Process Payroll list are in the correct order, click OK to save your changes.
9. When Sage HRMSprompts you to restart, select Yes to rebuild your system files.

To add custom utilities to the Process Payroll map

Custom utilities and applications, including files that use Microsoft Office programs, can be added to the Process Payroll map. Custom utilities must first be added to the Connected Services menu before they can be selected from the Customize Process Payroll window.

1. First complete all of the steps to customize the Quick Launch toolbar and customize the Connected Services menu. If you do not restart Sage HRMS before proceeding to step 2, you will not be able to continue.
2. Select Setup > System > Customize Process Payroll.
3. From the Submenu drop-down list, select Connected Services.
4. Select from the Available list and click the Add button to drop each item you want into the Include in Process Payroll list.
5. Once your utilities are added to the Include in Process Payroll list, you can change the order in which they appear on the Process Payroll map. To do this, highlight the item and click the Move Up or Move Down buttons until the items are in the order you want.