Setting user preferences

Select the navigation pane group or feature that you want to open in the workspace when you log on to Sage HRMS.

By default, the Welcome to Sage HRMS page opens in the workspace after you log on to Sage HRMS. If you want to hide the Welcome to Sage HRMS page and display only the item you select after you log on, select Do not show me this page again on the Welcome to Sage HRMS page.

Select the employee-related page you want to automatically open when you log on to Sage HRMS.

The choices in the list include only the pages to which you have security access. If you select a page that the system administrator later restricts you from accessing, Sage HRMS assigns the next available page in the list as the default. If the restricted page was last in the list, Sage HRMS assigns the first page in the list as the default.

Select the training-related page you want to automatically open when you log on to Sage HRMS.

The choices in the list include only the pages to which you have security access. If you select a page that the system administrator later restricts you from accessing, Sage HRMS assigns the next available page in the list as the default. If the restricted page was last in the list, Sage HRMS assigns the first page in the list as the default.

Note: This item only displays if you have Sage HRMS Train installed.

From the list of all employers that are set up in your HR program, select Enterprise or the employer to use when you open Sage HRMS and view pages in the program, regardless of whether the Employer Filter is set to Enterprise. For example, if you are working with reports or setup processes and your HR Employer Default is Dunedin Enterprises, the data used in the processes will be for employer Dunedin Enterprises.

From the list of all U.S. Payroll employers that are set up in your system (with the assigned Payroll Database ID), select the employer to use when non-employee level payroll pages are opened, regardless of whether the Employer Filter is set to Enterprise. For example, if you are working with payroll processes and your U.S. Payroll Employer Default is US/ABC, the data used in the payroll processes will be for employer US/ABC.

From the list of all Canadian Payroll employers that are set up in your system (with the assigned Payroll Database ID), select the employer to use when non-employee level payroll pages are opened, regardless of whether the Employer Filter is set to Enterprise. For example, if you are working with payroll processes and your U.S. Payroll Employer Default is Can/ABC, the data used in the payroll processes will be for employer Can/ABC.

Select which benefit plans you want displayed initially on the employee's Insurance Benefits page and Savings Benefits pages when these pages are opened.

• Show All Benefit Plans (even ones that expired) (This is the default.)
• Show Current Plans Only

Select the check boxes for each employee status you want included by default when you use the Employee Find function. Usually, all check boxes are selected—so the Employee Find function searches through all employees, regardless of their status. However, if you select Active and clear all other status selections, the Employee Find function only searches through employees with a status of Active.

Note: You can override the Employee Status Selection by changing the status selections directly on the Employee Find page.

Select this check box to display the main menu at the top of the program. To hide the main menu, clear the check box. See Using the main menu for more information.

Note: If you change this item, Sage HRMS must be restarted to take effect.

Select this check box if you want all tasks listed in Scheduler to be communicated through Microsoft Outlook to the assigned user.

Note: You must enter an email address for the assigned user in User Security for this feature to work.