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hrmslearningseries

Sage HRMS Learning Series

A series of FREE one-hour webinars designed to help HRMS customers become more proficient with their software and the features associated. Each webinar is hosted by a team of experts focusing on a specific aspect of Sage HRMS.

Upcoming Webinars

What’s New in Q3 2021 Product Update

When: Join us on September 23rd from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend:
 Anyone interested in learning more about any new features and changes to the Sage HRMS and Sage ESS products.

Suggested Prerequisites: Participants should have a working knowledge of Sage HRMS.

Setting Up Open Enrollment in Sage ESS

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When: Join us on October 14th from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend: Anyone that is interested in learning more about Benefit Setup in Sage Employee Self Service.  Topics will include election codes, plan groups, benefit elections, enrollment questions, benefit eligibility, open enrollment and the benefit calculator.

Note: The above features are available with the purchase of Benefit Enrollment.

Suggested Prerequisites: Participants should have a cursory knowledge of Sage ESS.

Other Upcoming Webinars

When: Join us on November 8th from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend:
 Anyone that is interested in learning more about customizing Sage HRMS. In this webinar we will walk through examples of adding and removing items from the Navigation Pane and customizing the employee toolbar.

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS.

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When: Join us on December 17th from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend:
 Anyone that is interested in learning more about new features and changes in Sage HRMS and Sage ESS Q4 product update.

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS.

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When: Join us on January 6th from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend:
 Anyone that is interested in learning more about generating Form W-2s in Sage HRMS. In this webinar we will demonstrate how to create and edit the Form W-2 in Aatrix.

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS Payroll.

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On-demand webinars

If you are in charge of expiring benefits, this will help you learn how to expire a benefit plan for one employee and all employees.

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Recorded on Dec. 17th, 2019

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Who should attend: Anyone that is interested in learning more about the employee direct deposit setup and creating EFT. 

This webinar will cover: 

  • Withholding Order
  • Creating Pre-notes
  • EFT Options

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS Payroll


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Recorded on July 14th, 2021

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Who should attend: Anyone that is interested in how to set up the Employee Configuration and how Open Payroll works. 

This webinar will cover: 

  • Purpose of Open Payroll
  • Setup of Employee Configuration
  • Advanced Options in Open Payroll
  • Reading the results

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS Payroll


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Recorded on July 20th, 2020

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Who should attend: Anyone that is interested in how to use Timecards in Sage HRMS Payroll.

This webinar will cover: 

  • When to create a timecard
  • Reusable timecards
  • Print a separate check using timecards
  • How to pay out an accrual
  • Overrides using a timecard
  • Importance of the period end date
  • Timecard Reports and more!

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS Payroll


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Recorded on Aug 20th, 2020

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Who should attend: Anyone that is interested in learning how to process payroll from Calculate Payroll through creating an EFT file.  If you are new to Sage HRMS payroll or perhaps you would like a refresher on processing payroll, this webinar is for you.

You will learn how to:

  • Process payroll for one employee or a group of employees
  • Filter on which earnings/deductions will be processed
  • Associate the setup of earning/deduction frequencies with Calculate Payroll 
  • Understand negative checks
  • Process Time Off and what it does
  • Print/Post Checks
  • Create an EFT File
  • Generate General Ledger batch file

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS Payroll


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Recorded on Oct 19th, 2020

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If you are looking to enhance your knowledge on open enrollment in Sage HRMS, this on-demand webinar is for you. In this webinar you will learn how to modify an existing rate table for open enrollment AND how to create a new benefit insurance plan to be used in open enrollment.

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Recorded on Nov. 4th 2019

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Who should attend : Anyone that is interested in learning how to process an Open Enrollment in Sage Employee Self Services (ESS). 

This webinar will cover 

  • Process Enrollment
  • Enrollment Notification
  • Approve Enrollment
  • Update Enrollment
  • Enrollment and Provider Details Reports

Note : This webinar does not cover Open Enrollment Setup

Suggested Prerequisites : Participants should have a cursory knowledge of Sage ESS Open Enrollment Setup


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Recorded on Sep 24th, 2020

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Are you interested in gaining a better working knowledge of Crystal Reports ? This course has topics for the novice and intermediate Crystal Report user. We will define how data behaves in the various report sections and create a parameter field to be used in the Select Expert.

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Recorded on Dec. 5th 2019

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This webinar is for anyone that would like to learn how to create a basic Crystal Report using the Report Wizard. This webinar is designed for someone that has not used Crystal Reports before or would like a refresher. The concepts of grouping, sorting, and limiting who appears on the report using the select expert will be discussed. Two reports will be created. One using payroll information and another using HR information.

In this presentation you will learn to build the following reports :

  • Employee Address List (pulled from HR master table Hrpersnl)
  • Employee Count by Supervisor (pulled from US Payroll master table Upempl)

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Recorded on Feb. 6, 2020

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This webinar is for anyone that would like to learn how to create a basic SAP Crystal Report using the Report Wizard. While the terminology is the same as in the previous SAP Crystal Reports for Beginners presentation, the reports created will be different. In this webinar you will learn how to create a Benefit Enrollment Report and a Payroll Register Report.

In this presentation you will learn to build the following reports :

  • Benefit Enrollment Report
  • Payroll Register Report
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Recorded on Feb. 20, 2020

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Who should attend : Anyone that has mastered the SAP Crystal Report basics and is wanting to learn about reporting from more than one table.  Correctly linking your tables ensures your data is accurately displayed for all tables used in your SAP Crystal Report.

In this webinar, you will learn :

  • How to link tables using the Database Expert
  • What are your Linking Options
  • How join types (Left Outer, Right Outer and Inner) affect the data on your report

Suggested Prerequisites : Participants should have a cursory knowledge of SAP Crystal Reports (Beginner level)

 

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Recorded on Nov 30th, 2020

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Who should attend : SAP Crystal Report users that are at the intermediate to advanced level.  If you want to link additional tables to your SAP Crystal report, this webinar is for you.


You will learn how to :

  • Identify common linking fields
  • Link a sub report to the main report
  • Add polish to the sub report

Suggested Prerequisites : Participants should have an intermediate knowledge of SAP Crystal Reports.

 

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Who should attend: Anyone that uses Sage HRMS and wants to maximize the use of the Employee Find.  Topics will include the Quick Find, Advanced Find, Default Employee Status Selection, and Find By.

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS.

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Who should attend:

Anyone that uses Sage HRMS and is interested in learning what resources are available at no additional charge.  Do you know all of the free items that are available on Sage University or Sage City?  

Topics will include:

  • Sage Knowledgebase
  • Grad Caps
  • Sage University (Challenge questions and free any time learning videos)
  • Benefits of Gold support
  • Sage City 

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS.

 

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Who should attend: Anyone that is interested in learning how to design employee custom pages (details) in Sage HRMS. When creating a custom page, you can add your own custom fields as well as adding existing fields from Sage HRMS databases. You can create custom code tables and reference them on your custom pages. In this webinar, you will learn how to:

  • Design single record and multi-record employee custom pages
  • Create employee custom fields (Character, Numeric, Date, Logical, Calculated and Code Table)
  • Add existing fields
  • Assign security access
  • Use Secure Query to create a report

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS

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Recorded on May 28th, 2020

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Who should attend: Anyone that is interested in learning how to design employee custom pages (details) in Sage HRMS. When creating a custom page, you can add your own custom fields as well as adding existing fields from Sage HRMS databases. You can create custom code tables and reference them on your custom pages. In this webinar, you will learn how to:

  • Design single record and multi-record employee custom pages
  • Create employee custom fields (Character, Numeric, Date, Logical, Calculated and Code Table)
  • Add existing fields
  • Assign security access
  • Use Secure Query to create a report

Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS

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Recorded on May 13th, 2020

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Who should attend: Anyone that is interested in learning how to get the most out of Sage HRMS. Find out what the Sage HRMS Customer Support team suggests as their top 10 checklist for Sage HRMS users. They’ve got their finger of the heartbeat of HRMS. What better way to learn what they know than by attending this webinar? As an added bonus, your hosts will share their secrets on how to be successful when working from home.

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Recorded on April 30th, 2020

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