Sage HRMS: Integrated Service Overview

The Sage HRMS Report streams new employee data into your company’s HRMS to eliminate the need to re-key that data. You can configure this report to select all fields that apply to your company, indicate who provides data for each field (applicant or your company), and enter static company values that will appear in all new hire records. Once the report is configured, every time you hire a new employee, they must enter the required applicant data. After their data is received, the system will produce a record pre-populated with all applicant and static company data, leaving only a few fields for you to complete before exporting the record to your HRMS.

Feature Set-up

Step #1 – Activate Service

To activate the Sage HRMS module, go to Admin > Integrated Services and click HRMS and then click Learn more.



If you already initiated your Sage HRMS account, you should have an activation code. Use the following steps to enter your code and activate this service.

Click Activation (top right), enter your code and then click Submit.

 

Step #2 – Authorize Users

When you authorize a user, he or she will have access to an applicant’s employment information and can export that data to the company’s HRMS.

To authorize a user, go to Admin > Authorizations > Sage Abra.



Select the user(s) you want to authorize using the checkboxes, and then click Update.

Step #3 – Configure the Report

Click Reports and then click Sage HRMS Report. Click Configure Your Report and then follow the steps as outlined in the configuration guide.

 

Select Appropriate Data Fields

Review the list of 35 available fields, select the ones that apply to your company’s HRMS using the checkboxes, and then click Continue.

Identify Providers

For each field you selected, you must specify the provider (data source) by selecting either Company or Applicant. You can enter values for each company field that should appear in every report generated by this system (i.e., static values) and then click Continue. NOTE: Some company fields will remain blank, as they will be completed by the hiring official before exporting a record (e.g., compensation type or amount, assigned department, etc.).




Review Report Configuration

You can review the final configuration to ensure the providers and/or values are correct for each field. If correct, click Save to complete the configuration of the report. Click OK on the confirmation message.

Step #4 – Assign the Starting Employee Number

Back on the report screen, enter the Next Employee Number in the data field as shown in the following screenshot. The next new hire will be assigned this number. That number will automatically increment with each subsequent new hire.

User’s Guide

A new Sage HRMS record is automatically generated each time a hiring official hires a job applicant. That action automatically sends an email to the new hire asking the new hire to enter personal information in several data fields within the record. Once done, the record automatically appears in the Sage HRMS Report, where it will await final processing by the hiring official.

 
Step #1 – Hire the Job Applicant

Click Hire in an applicant’s file to trigger an email to the new hire. That congratulatory email contains instructions and a link to the HRMS fields that the new hire must complete.



Step #2 – Receipt of the New Hire Record

Once a new hire submits his or her completed record, an email alert is sent to the hiring manager. Click Reports and then click Sage HRMS Report to view the latest new hire record.



Step #3 – Enter Remaining Company Data

Click a name to open the new hire’s record and complete the remaining (highlighted) company fields. The report is now complete and ready to export to your HRMS.



Step #4 – Exporting the Report

You can export one or more files at a time. Multiple files will appear as individual line items in one CSV report. Select the employees you want to include in the report using the checkboxes and then click Export (to select all records, click the checkbox at the top of the column). You will be prompted to Open or Save the file. Make your selection and click OK.