Before you begin using Sage HRMS, perform these setup steps to set up your company and customize the system to your company's requirements.
Step 1: Set up the enterprise
Consider the enterprise as the parent company of your organization. The enterprise contains the standards for your system. You can insert a logo and specify organization titles as you set up the enterprise.
Step 2: Set up the audit trail for the enterprise
The audit trail gives you the ability to track changes made to the system databases. You can select the database files and fields to audit, as well as choose to enable or disable the audit.
Step 3: Set up employers
You must add an employer to the system, including its name and address as you want it to appear on reports. You can also define the way your employer pays most of its employees, including the frequency and units.
For each Sage HRMS module you are using (Sage HRMS and Time Off), you must define unique parameters for each employer you add to your system.
Step 4: Set up code tables
Your system uses codes to manage and store information in files. These codes provide abbreviated and standard references to specific information. This step enables you to modify or add to those codes as you customize the system to the way you do business.
Step 5: Set up benefits
Sage HRMS uses the guidelines you define for employee benefits. For example, set up your employer's insurance and savings plan, as well as any rate tables used by the plans.
Step 6: Set up security
The system provides an extensive, flexible, and easy-to-use security system to help you protect your data. The security system breaks out functions by product, employer, activity, task, and step. You establish security limits and privileges for all system users by assembling users in security groups and establishing passwords for each user.
After you complete these steps, you are ready to begin using Sage HRMS.