[WHITE ON WHITE]
Sage logo, green on white
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

Processing Payroll 101 – Part 2: Timecards

When: Join us on August 11th OR August 20th, from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

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

Processing an Open Enrollment in Sage ESS

Lorem Ipsum

When: Join us on September 24th OR September 28th, from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

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

Other upcoming webinars :

When: Join us on October 19th OR October 28th, from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

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

Register now

When: Join us on November 17th OR November 30th, from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

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

Note: November 17th webinar will focus on HR tables and November 30th webinar will focus on US Payroll tables.

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

Register now

When: Join us on December 21st OR January 7th, from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend:
 Ever wonder what are the suggested reports to balance during  payroll processing?  Have you ever discovered a payroll  error and weren't sure how or where to make the correction?    If so, this webinar is for you.

You will learn how to:

  • Print and Export Payroll Reports
  • Search a report
  • Identify what information is contained in Transaction and Employee Reports
  • Associate at what stage of the payroll a report should be accessed and why
  • Decide whether to make a correction/adjustment in Transaction History or in a Timecard

Note: While reports from the Sage HRMS US Payroll module will be demonstrated,  Canadian Payroll Reports are very similar.

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

Register now

When: Join us on January 12th OR January 20th, from 10-11 AM Pacific Time | 1-2 PM Eastern Time.

Who should attend:
 This webinar is designed for the person that will be generating Form W-2's in Sage HRMS US Payroll.

You will learn:

  • Where information is pulled from in Sage HRMS that populates the Form W-2
  • How to generate Form W-2
  • Where and how to make overrides in the Aatrix Wizard
  • Printing W-2 copies

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

Register now

On-demand webinars

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


Watch the recording
Recorded on July 20th, 2020.

Download the slide deck

Download the handout

Download session Q&A


Who should attend: Anyone that is interested in learning more about the changes in the Q2 2020 product update. The main focus of this webinar will be the revised Form 941.

Note: As of early May, there has been no announcement of changes to Sage HRMS Canadian Payroll.

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


Watch the recording
Recorded on June 29th, 2020.

Download the slide deck

Download Q2 2020 release notes

Download Form 941

Download session Q&A


Who should attend:
 Anyone that is interested in learning more about the changes in the Q2 2020 product update. The main focus of this webinar will be the revised Form 941.

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


Watch the recording
Recorded on June 24th, 2020.

Download the slide deck

Download Q2 2020 release notes

Download Form 941

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

Watch the recording>

Recorded on May 28th, 2020

Download the slide deck>

Download session Q&A>

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

Watch the recording> 

Recorded on May 13th, 2020

Download slide deck> 

Watch this webinar to learn how to set up earnings and tax codes associated with the Families First Coronavirus Response Act. The effective date of the Families First Coronavirus Response Act, which includes the Emergency Paid Sick Leave Act and the Emergency Family and Medical Leave Expansion Act, is April 1, 2020. This applies to leaves taken between April 1, 2020 and December 31, 2020.

Watch the recording >

Recorded on April 15th, 2020.

Download slide deck >

This is an exciting class full of tips designed to save you time. Customization will include the Logon Page, Employee Find, making new hire steps required, hiding columns, creating a custom detail page and more! We also discuss any new functionality in the Q1 2020 product update.

Watch the recording >
Recorded on March 27th, 2020.

Download the guide >

Download the Q1 2020 release notes >

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)

Watch the recording >
Recorded on Feb. 6, 2020.

Download the guide >

This webinar is a must for the payroll person processing year-end forms. It will focus on the Form W-2 in Aatrix; how to generate W-2’s, proceed through the wizard and make edits directly on the form.

Watch the recording >
Recorded on Jan. 9th, 2020.

Download the guide >
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.

Watch the recording >
Recorded on Dec. 17th, 2019.

Download the guide >
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.

Watch the recording >
Recorded on Nov. 4th 2019.

Download the guide >
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.

Watch the recording >
Recorded on Dec. 5th 2019.

Download the guide >

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
Watch the recording >
Recorded on Feb. 20, 2020.

Download the guide >

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.

Watch the recording >
Recorded on April 30th, 2020

Download slide deck >