Related topics

Map Data

Edit and Delete Mappings

How Benefit Information is Transferred

Map Benefit Plans to Deduction Codes

You should map benefit plans to deduction codes before using the transfer process as described in Sage HRMS to Sage 100 Payroll Data Transfer.

Benefit Plans

To locate the benefit plans in Sage HRMS, select Reports > Employees > Code Table Reports. Run the Benefit Insurance Plans report and the Benefit Savings Plans report.

Deduction Codes

To locate the deduction codes in Sage 100, select Payroll > Setup and Deduction Code Maintenance. Click the Printer button to print a report.

To Map Benefit Codes to Deduction Codes

  1. From the Sage 100 Standard Link link main menu, select Setup > Employer and Code Mapping > Benefit Plan > Deduction Code. The Benefit Plan / Deduction Code Mapping page opens.
  2. From the Mapping drop-down list, select the code types you want to map.
  3. From the Employer drop-down list, select the linked employers for which you want to map codes.
  4. To add a mapping, click Add. The Benefit Plan / Deduction Code Mapping Detail page opens.
  5. From the Sage HRMS Benefit Plan drop-down list, select the Sage HRMS savings or insurance plan.
  6. From the drop-down list, select the corresponding Sage 100 Payroll Deduction Code. If there is only one deduction in Sage 100 associated with the benefit plan, leave the Sage 100 Payroll Employer Contribution Code field blank. This field is only used when the benefit plan has an employer match.
    • For example, let’s say you have a 401(k) savings plan in Sage HRMS called 401K(%) – 401K Savings Plan (%).
      • In Sage 100 Payroll, the employee contribution for the 401(k) plan is represented by deduction code 06 – 401k Plan and the employer contribution is represented by deduction code 05 - Savings.
      • Select 401K(%) – 401K Savings Plan (%) from the Sage HRMS Benefit Plan list, then select 06 – 401k Plan as the Sage 100 Payroll Deduction Code and 05 - Savings as the Sage 100 Payroll Employer Contribution Code.

    7. Note: Map each Sage HRMS Benefit Plan code to only one Sage 100 Payroll Deduction code.

  7. Click OK to save the mapping and close the Benefit Plan / Deduction Code Mapping Detail page.
  8. Repeat steps 4 through 7 for each benefit plan.
  9. When you are finished mapping benefit plans to deduction codes, run the Benefit Plan/Deduction Code Setup Report (from the Sage 100 Standard Link link main menu, select Reports > Setup Reports > Benefit Plan/Deduction Code) to show all current mappings.