Sage HRMS 2017 Walkthrough
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This webinar provided an overview and walkthrough of new features in Sage HRMS 2017. The presenter discussed updated server requirements, key changes to HR, ESS, and payroll modules, and tips for a successful upgrade. Attendees learned about taking advantage of a 20% discount on consultant assistance by ordering before October 31st, when availability will be limited. The presentation lasted around an hour, allowing time for questions at the end.
Sage HRMS 2017 Walkthrough
- 1. Start Time: 2:00pm EST Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers. Welcome! Employer Solutions Sage HRMS 2017 Walkthrough
- 2. Webinar DetailsWebinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel | Employer Solutions
- 3. Webinar DetailsToday’s Presenter Mark Boutilier | Net@Work Senior Solutions Engineer • Over 30 years developing and implementing HR and Payroll solutions • HR Practitioner for over 10 years • Sage Certified trainer and consultant for Sage HRMS | Employer Solutions
- 4. | Employer Solutions Agenda •Updated Server Requirements •New Features •HR •ESS •Payroll •Walkthrough •Upgrade Steps and Tips •Roadmap and Planning
- 6. | Employer Solutions Resources • Minimum RAM – Application Server 32 GB – Web Server • 16 GB for server • 1 GB per 1000 EEs50 Users • Minimum Hard Drive – Application Server – 2-160 GB SATA drives (mirrored) – Web Server – 40 GB + 1 GB per 1000 Ees • Minimum Processors – Application Server – 4 – Webserver - 2
- 7. | Employer Solutions Specifications • Windows Server 2016 – Windows 2012 R2 and 2008 supported • Microsoft SQL Server 2016 – SQL 2014, 2012 2008 supported • Windows 10 – Windows 8 and 7 still supported • Microsoft Edge – Internet Explorer, Chrome, Safari, Firefox supported
- 8. | Employer Solutions Key New HR Features • Customization of the Logon Window • Quick Find Modification • Dependents and Beneficiaries • Context-Sensitive Web Help • Fields Lengths – Job Code Descriptions. • Note Summary • Correct Issues • Copy Insurance Plans • Seniority Level Carryover • Secure Query and CTRL-U
- 9. | Employer Solutions HR Forms from Aatrix •Over 70 fillable HR forms •Kept up to date by Aatrix •Forms are customizable •Populate some employee data into forms from HRMS •Can set up alerts to remind to create forms (for example, New Hire Packets) •Can create custom form packets
- 10. | Employer Solutions Key New ESS Features • Customizable Logon Reset Message • Processing Open Enrollment in Groups • Create Custom Menu Feature Enhancements • Employee Photos on Phone List and Direct Report Pages • Added Status to Time Off Notifications • Corrections • Processing time off with ‘FROM’ in notes
- 11. | Employer Solutions New Payroll Features • Internal Version Upgrade • GL Override for Earnings and Deductions from Open Payroll • Delete Multiple Timecards in Timecard List • Corrections Other Modifications • Withhold cap for Tax Bracket Calculation Method – LocalOther Taxes • Specify Taxes for Advances • Employee Consent to Receive Electronic W-2s
- 13. | Employer Solutions Things to be aware of
- 14. | Employer Solutions You MUST answer ‘Yes’! Run the client installation “as an Administrator”
- 15. | Employer Solutions Payroll Custom Reports Must be Copied out PRIOR to Upgrade • Make an external copy of Customized Standard Reports • From C:ProgramDataSageSageHRMSServerPayroll|CustomReportsUP### or CP###ENG*.RPT to C:Temp... • Upgrade Client on Server per instructions • Copy the new Client Report .DLL files into the Custom Report Folder overwriting what already exists • From C:Program Files (x86)SageSage AccpacUP###ENGXXX.dll • Copy back in the Report formats from your external copy. • Test Report.
- 16. | Employer Solutions How to Verify the .DLL to be copied
- 18. | Employer Solutions .NET Version Must be at least .NET Framework 4.5.2
- 19. | Employer Solutions Crystal Reports 2011 Not compatible with Crystal 2011, keep Crystal 2008
- 20. | Employer Solutions Changing Employee Numbering • Should be set to Alpha-numeric • Will be required eventually for HRMS 2017 • Makes HRPR reporting possible • Still allows ‘Next Employee Number’ to be presented for New Hire • Can take several hours to process • Does have a ‘downstream’ impact on ESS.* *Net@Work has scripts to correct ESS data
- 22. | Employer Solutions Do you have Add-ins or Interfaces?
- 23. | Employer Solutions “Sample” data is overwritten
- 24. | Employer Solutions HRMS Version Road Map HRMS 2015 Q2 2017 HRMS 2016 Q2 2017 Q3 2017 HRMS 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 We are here!
- 25. | Employer Solutions Why it is important to upgrade now? • Don’t wait until the end of the year • Drastic reduction of “Abra32.exe” runtime errors • Sage will not support issues with unsupported versions • Windows 10 Windows Server new release due in the Fall • Dropping older, vulnerable technologies (Javascript, SMBv1).
- 26. | Employer Solutions Upgrade Assistance 20% Discounts for Orders Placed before October 31st Consultant availability will be severely limited for requests submitted after 10/31
- 27. Webinar DetailsAny Questions? | Employer Solutions Please type in your questions
- 28. Webinar DetailsThank You For Attending! Mark Boutilier | Net@Work Senior Solutions Engineer (P) 800-719-3307 Ext 4805 mboutilier@netatwork.com | Employer Solutions 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with