The webinar covered creating total benefit statements for employees using Sage HRMS and Crystal Reports. It discussed the components of a benefit statement, such as wages, salaries, employer-provided benefits and paid time off. It provided examples of using standard reports, secure query and Crystal Reports to generate statements. It also addressed statements for companies with or without Sage Payroll integration and how to import payroll data. The presentation lasted about an hour, included a workshop on building a full statement in Crystal Reports, and announced some additional upcoming webinars.

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
“The Hidden Paycheck”
Creating Total Benefit Statements

2. 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
• Kind of a Crystal geek
| Employer Solutions

3. Webinar DetailsWebinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• Copies of the video, PowerPoint slide deck and Crystal reports will be made
available after the presentation
• 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

4. | Employer Solutions
• Components of a Benefit Statement
• Standard Reports, Secure Query, or Crystal?
• HR Only Examples
• HR and AT Examples
• HR, AT, PR Examples
• What if I don’t have Sage Payroll?
Agenda

5. | Employer Solutions
Why It matters?

6. | Employer Solutions
Why It matters?

7. | Employer Solutions
• Employee Acknowledgement
• Wages and Salaries
• Benefits
– Explanation
– Employer contribution
• Paid Time Off
• Non-cash Benefits
Components of a Benefit Statement

8. | Employer Solutions
Setting up and verifying data
• Benefits up to date
• Deductions start and stop/status
• Dependents added to plans
• Do you have benefit plans
• Time to clean up

9. | Employer Solutions
Verifying benefits

10. | Employer Solutions
Dependents up to date?

11. | Employer Solutions
Verify deductions in pay tab

12. | Employer Solutions
Setting up benefits
• Rates
• Make it simple and efficient
• Build them based on reporting needs
• If it is old and not longer needed, remove it or suppress
• Is a benefit actually expired?

13. Standard Reports – Benefit Letter

14. | Employer Solutions
• Demographics and Current Pay plus Benefits
• No Employer Benefit Contribution
• Group by Employee will create page break
Secure Query

15. Crystal Reports

16. | Employer Solutions
•Sub-Reports
•Conditional Details
•Graphics
•Text Objects
•Graphs and Charts
Crystal Components

17. | Employer Solutions
•Calculated Pay and Benefits
•Conditional display of bands
•Place some or all data in Sub-reports and link.
•Ability to add graphics, etc.
HR and AT

19. | Employer Solutions
• Actual pay and benefits versus estimated
• Data derived from check history
• Based on Check Date range
• Conditional Printing
• Running Totals
HR,AT and Payroll

20. | Employer Solutions
• Determine what data you would like to appear on the Statement
• Determine how you will get the data from Payroll
• Create Custom Detail (multi-record by year)
• Use ABRA Link to import the data each year.
What if I don’t have Payroll

21. | Employer Solutions
Data Imported and Stored in Custom Table

22. | Employer Solutions
Payroll Data Flow
Data
Exported
from Payroll
System
Payroll Data
imported used
Link
Data stored in
custom
screen table
Custom
Screen data
included in
Crystal
Report (can
also be
accessed
with Secure
Query)

23. | Employer Solutions
Workshop: Full Benefit Statement

24. | Employer Solutions
Some Other Webinars of Interest
• “Migrating to the Cloud: How We Can Move You From Sage HRMS or
Abra Suite to Sage People”
Wednesday October 25th 2:00 – 3:00 PM EDT
• “The Importance of HRMS and ERP Integration for Your Company”
November 2nd 2:00 – 3:00 PM
http://www.netatwork.com/online-emails/hrms-webinar-schedule/
This Photo by Unknown Author is licensed under CC BY

25. 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
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