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Sage 300 People Courses

Available training courses

Overview

The aim of the People Advanced training is to introduce a number of advanced functionalities of the Sage 300 People System. The training includes detailed explanations of how to apply changes to Default Company Rules, Payroll Definitions, Hierarchy Setup, Remuneration Structures, Medical Aid Setup and many more.

Course detail

  • Learn how to apply changes to company detail.
  • How to make changes to an existing hierarchy structure and define more hierarchy headers and items.
  • How to make changes to and update company rule detail.
  • How to make changes to and add additional payroll definitions.
  • Learn how to apply changes to remuneration structures.
  • How to add beneficiaries for medical aid, provident fund, external payments, etc.
  • How to apply changes to payment details and define new payment runs.
  • Learn how to use the Bulk Employee Update functionality.
  • Make use of system defined batches to import and export data.
  • Set up new user defined batch templates.
  • Use the data export functionality to export and import data.
  • Attach documents to an employee record using Content Manager.
  • Utilise the Employee Transfer wizard to transfer employees.

For more information and training dates, please contact Ahmed Sheta on [email protected]

Overview

This course details all the features of the Leave module and indicates how these functions can be in different scenarios.

Course detail

  • Learn how to add new leave definitions.
    Know all there is to know about creating new leave policies.
  • Learn how to link individual employees to leave policies.
  • Link multiple employees to leave policies.
  • Entering leave transactions on the leave system.
  • Working with the leave calendar.
  • Familiarize yourself with the various leave reports.

For more information and training dates, please contact Ahmed Sheta on [email protected]

Overview

This is the first of three training solutions that will equip you with knowledge on how to add new positions, complete the position detail and to manage the position. It entails the introduction to the Sage 300 People HR system, basic functionality of the Sage 300 People HR system.

Course detail

  • Access the People system.
  • General navigation of the screens.
  • Understand the screen layout and terminology.
  • Understand the Entity concept.
  • Have an overview of Employee Management e.g. how to apply filters.
  • Navigate the Employee Detail Screen and sub-menus.
  • Add new employee information and change existing employee fixed information.
  • Add a recruit, employ a recruit, add a terminated employee as a recruit, print sample payslips.
  • Re-instate a terminated employee.
  • Access the Memo Screen and add memos.
  • Print basic reports

For more information and training dates, please contact Ahmed Sheta on [email protected]

Overview

This workshop focuses on the system features of the Employee Management Module.

Course detail

  • Transform the traditional paper-based employee file into an electronic employee file.
  • Attach scanned documents to the employee’s file (for example, written warnings).
  • Add transactions to employee records, including transactions for:
  • items issued to employees,
  • disciplinary warnings and records,
  • employee discussions,
  • employee experience and qualification details, and
  • planned and attended training transactions and associated costs.
  • Draw employee transaction reports.

For more information and training dates, please contact Ahmed Sheta on ahmed.sh[email protected]

Overview

This comprehensive workshop revolves around a monthly / weekly checklist comprising of all the crucial steps required to complete a pay run. The checklist forms an integral part of the daily routine of the payroll administrator.

Course detail

  • Access the Sage 300 People system.
  • Monthly / weekly payroll checklist covering the basic steps of a pay run.
  • Learn how to add new employees.
  • Applying increases on the system.
  • Understand how to process a Pay Run as well as a Payment Run.
  • Learn how to enter earnings, deductions, company contributions and fringe benefits.
  • Splitting an employee’s net pay over different bank accounts.
  • Managing medical aid deductions.
  • Defining and using batches.
  • Activating Stop Further Entry and reconciling payments to external role players.
  • Terminating employees.
  • Printing payslips and reports.
  • Create the WPS export file to pay employees.
  • Performing a Start of Period.

For more information and training dates, please contact Ahmed Sheta on [email protected]

Overview

This course presents vital information to manage an effective payroll. The focus is on standard Sage 300 People reports to be used for verifying employee information and reconciling payslip values for the payment of accurate net salaries, third party payments and statutory payments.

Course detail

  • Understand the different types of reconciliation including pre-payment, month-end and export reconciliation.
  • Print reports that will enable you to reconcile different types of data.
  • Perform reconciliation of payroll data.
  • Implement control measures to ensure the accuracy and honesty of your payroll information.
  • View company totals on the Company Totals screen.
  • Understand and interpret useful reports on the Sage 300 People system.

For more information and training dates, please contact Ahmed Sheta on [email protected]

Overview

The purpose of this training is to enable you to customise the standard report layouts in the Sage 300 People system and to utilise the Dynamic Reporting utility as well as Data Export Reporting. You will be introduced to the standard Sage 300 People reports, layouts of the reports, Dynamic Reports and Data Export Reports as well as steps to follow when creating and customising your reports.

Course detail

  • Accessing standard reports.
  • Understand the structure and layout of a report.
  • Understand the basic customisation tools including tables, labels, picture box, etc. Add pivot tables to the report.
  • Add calculated fields to the report.
  • Customise a standard report according to specific requirements by making use of the Property Grid and Field List.
  • Define a Data Export Template and export data to Excel.
  • Explanation of the Payroll Analysis Report.

For more information and training dates, please contact Ahmed Sheta on [email protected]

Overview

This is the second of three training solutions that will equip you with the basic functionality of the Job Management system.

Course detail

  • Understand and add the required codes that make up a job description.
  • Create new job templates and positions in the Sage 300 People system.
  • Link employees to positions.
  • Transfer employees between positions.
  • Maintain position history.
  • Update position information in bulk by using the Position Update Wizard.
  • Access and print Job Profile Management reports.

For more information and training dates, please contact Ahmed Sheta on [email protected]