Setting up employers
After setting up your enterprise in Sage HRMS, set up your employers.
You can have as many employers as you like. Each of the employers can have different specifications, such as different codes for jobs in the company, or different salary grade structures.
When adding an employer to your system, you must define some
basic information, such as your employer’s name and address. The employer name is at the top of most pages and prints on most standard reports.
If you have Sage HRMS Payroll (either the U.S. or Canadian version), you must set up a SQL database before you add an employer. Review Configuring Sage HRMS Payroll for instructions to set up a new database. For detailed instructions to set up and configure payroll, review the Sage HRMS Payroll Getting Started Guide on the Product Documents website.
After the SQL database is set up for Payroll, you can follow these steps to add a Payroll employer in Sage HRMS.
To add an employer
- Select Setup > System > Setup > Add Employer.
- On the Steps for Add Employer Task page, select the Add
Employer step (a required step) and other steps depending on the products installed. For each step, you can select either:
- Complete to perform that step now.
- Schedule to perform that step later (by you or another user).
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Click OK.
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On the Employer Setup page, make selections or enter information about the employer. Details...
Item information
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Employers Country
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Select the country where this employer does business—either Canada or United States,
Note: This is only available if your enterprise is configured to support companies in both countries.
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Employer Code
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Enter a three-character alphanumeric employer code to uniquely identify the employer.
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Employer Name
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Enter the name of the employer, which appears at the top of pages
and prints on most reports. (Required)
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Address
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Enter the employer’s street
address.
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City
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Enter the employer’s city. (Required)
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State / Province
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Select the employer’s state or province. (Required)
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Zip / Postal Code
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Enter the employer’s ZIP or postal code. (Required)
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Phone
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Enter the phone number for the employer.
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Fax
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Enter the fax number for the employer.
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Pay Frequency
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Select the pay frequency used for the majority of the employees.
Note: When you add a new employee, this is initially used for the employee's pay frequency but you can change it.
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Normal Units
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Enter the hours or units
per pay period worked by most employees.
For example, if employees are
paid each week for a 40-hour week, enter 40.00. If employees are paid
every two weeks for a 37.5-hour week, enter 75.00.
Note: When you add a new employee, this is initially used for the employee's normal units but you can change it.
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Language
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Select the employer's
primary language.
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Industrial Sector
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(Canada only) Select the industrial sector for the employer, which is used for Canadian Employment Equity reporting.
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Payroll Database ID
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If payroll is installed, Sage HRMS automatically uses the Employer Code for this ID.
If payroll is not installed but you link to Sage 300 Payroll, enter the ID for that database.
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Payroll DB Name
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If payroll is installed, enter the name of the SQL payroll database.
Note: When you click OK, Sage HRMS verifies that the database is present and automatically creates a company profile in the database. You will see a series of "Activating Application" messages indicating the progress of the activation.
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- When you are finished, click
OK.
- When you see a message that the process was successful, click OK to restart your system.
