In this live web session we will review: - All the key facts to keep in mind for users of Sage 300 Payroll - Important next steps that must be taken by December 31 - Workforce Analyzer (free module) for ACA Reporting Needs - Q&A

1. Start Time: 2:00pm EST
Welcome!
Webinar Audio:
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Or listen in using your microphone or computer speakers.

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in
your Questions Box located at the bottom of your webinar panel

3. Today’s Presenters
Kelly Hummel | Net@Work
Sage 300 ERP – Practice Director
Sonia Gray | Net@Work
Sage 300 ERP – Consulting Manager

4. Net@Work Overview – Solutions & Services

5. Payroll v7.2
What’s New?

6. Sage 300 Payroll v7.2 Changes
 Effective January 2016 Sage will exclusively support Payroll version 7.2.
Support for previous versions will be discontinued, and tax updates for these
versions no longer released.
 Applies to both US and Canadian Payroll
 Sage Payroll 7.2 is compatible with Sage 300 versions 2012, 2014, and 2016
(when released in the fall).
 Customers on Payroll 6.0 will need to upgrade their entire system and all
modules to be compatible with Sage Payroll 7.2.
 New Module – My Workforce Analyzer – now included FREE

7. Payroll Tax Updates Important News!

8. 7.2 Canadian Payroll
Fresh, Modern Look and Feel
We’ve updated a selection of payroll transaction screens and desktop icons to make it
easier to find information and complete tasks. Redesigned buttons (such as Check List
and Check Inquiry and Calculate Payroll) are clearer and more meaningful.

9. 7.2 Canadian Payroll
General Ledger Segments Extended Support
The earning, deduction, and tax General Ledger segments now post with six segments
identified if you use Cost Center Overrides and set up the new segments in Payroll G/L
Integration (Payroll Setup > G/L Integration > Segments tab). This means payroll uses the
segments from the employee-level setup or the timecard use the Regular Expense account. In
order for the segments to post to your G/L, you must first make sure the checkbox Cost Center
Override Allocated on Calc Base is selected on the Earning/Deduction or Tax code setup.
Important! Using the three new segments is optional. However, once you set up the segments
in Payroll G/L Integration and use them in payroll, the defined segments cannot be modified.
Allow Overrides of These Cost Center Segments
This section in Payroll Setup > G/L Integration > Segments continues to function the same.
Segment edits for these segments in a timecard continue to override employee-level G/L
assignment (Employee Payroll > Pay tab).
Select Up to Three Additional Segments for Account Allocation
This new section in Payroll Setup > G/L Integration > Segments is designed so you can
define which segments should be used for your payroll account allocation, and use them at an
account distribution level. You cannot override these accounts where Cost Center Overrides are
typically available in payroll.

10. 7.2 Canadian Payroll

11. 7.2 Canadian Payroll
General Ledger Segments for Workers’ Compensation
With this release, payroll processing accurately impacts G/L segments specific to
Workers’ Compensation with overtime and shift expenses set up when Segments (for
Cost Center Override) are used in timecards. Other expenses are impacted by the
Regular Expense account if the two selections are used (Subject to Workers’
Compensation and Cost Center Override Allocated Based on Calc) in the
Earning/Deduction Code setup (Payroll Setup > Earnings And Deductions).
Note: The additional segments (those added in Payroll G/L Integration with this
release) for Workers’ Compensation default to the settings in WC Codes setup
(Payroll Setup > Workers’ Compensation Codes). These segments cannot be
overridden in the timecard.

12. 7.2 Canadian Payroll

13. 7.2 Canadian Payroll
T4A and RL-2 Reporting Options for Earning/Deduction Codes
When setting up a new code under Payroll Setup > Earnings And Deductions, you can
now indicate whether employee amounts should be reported on the T4A (Statement of
Pension, Retirement, Annuity, and Other Income) or the Relevé 2 (Revenus de retraite et
rentes). This new selection is combined with the existing T4 and R1 menus as displayed on
the Employees tab of the Earnings/Deduction Codes setup window.

14. 7.2 Canadian Payroll
Note: If you indicate that Earning/Deduction Codes should be reported on the
T4A or the Relevé 2, amounts reported to the code will not be included on the T4
or Relevé 1 Forms.
If an employee is paid amounts reported to both the T4/RL-1 and T4A/RL-2
within a calendar year, while the amounts paid will be appropriately reported, the
tax amounts are both included on the T4/RL-1. This is in compliance with CRA
specifications.
Tip: On Setup > Payroll > Earnings/Deductions Codes > T4/T4A Reporting
and R1/R2 Reporting, if you need to select a form box not listed in Sage 300,
you can select T4A - Other Information, and/or R2 - Other Information. Here
you can enter the box number in the code field and description for the box from
the T4A or the RL-2 forms to help identify the amounts during payroll processing
and reporting.

15. 7.2 Canadian Payroll
Next, use the new report available in Payroll Transaction Reports, Earns/Deds Summary
for T4A/R2, to review the amounts to enter on the T4A and Relevé 2 forms when you
are ready to file.
Important! Filing for the T4A and Relevé 2 forms is not supported.

16. 7.2 U.S. Payroll
Affordable Care Act Integration: My Workforce Analyzer
Now you have the power to track and analyze your company information so you
can make the informed decisions necessary about healthcare and the Affordable
Care Act (ACA) requirements.
With My Workforce Analyzer, you can analyze your employee hours to determine
if you qualify as a large employer. You can determine coverage affordability,
explore the pay-or-play decision (offer coverage or take the penalty), and
examine employee hours in order to monitor and manage part-time and full-
time eligibility. All of this is at the touch of your fingers and delivered through
your secure Sage 300 program.
Under the Affordable Care Act (ACA) there are many decisions you must make
for the success of your business, including managing employee work schedules
and healthcare expenses. Use My Workforce Analyzer to create the required ACA
forms and to review a regulations-based analysis of your workforce data so you
can determine the best course of action for your company.

17. 7.2 U.S. Payroll
Fresh, Modern Look and Feel
We’ve updated a selection of payroll transaction screens and desktop icons to make it
easier to find information and complete tasks. Redesigned buttons (such as Check List
and Check Inquiry and Calculate Payroll) are clearer and more meaningful.

18. 7.2 U.S. Payroll
General Ledger Segments Extended Support
The earning, deduction, and tax General Ledger segments now post with six segments
identified if you use Cost Center Overrides and set up the new segments in Payroll G/L
Integration (Payroll Setup > G/L Integration > Segments tab). This means payroll uses the
segments from the employee-level setup or the timecard use the Regular Expense account. In
order for the segments to post to your G/L, you must first make sure the checkbox Cost
Center Override Allocated on Calc Base is selected on the Earning/Deduction or Tax code
setup.
Important! Using the three new segments is optional. However, once you set up the
segments in Payroll G/L Integration and use them in payroll, the defined segments cannot be
modified.
Allow Overrides of These Cost Center Segments
This section in Payroll Setup > G/L Integration > Segments continues to function the same.
Segment edits for these segments in a timecard continue to override employee-level G/L
assignment (Employee Payroll > Pay tab).
Select Up to Three Additional Segments for Account Allocation
This new section in Payroll Setup > G/L Integration > Segments is designed so you can
define which segments should be used for your payroll account allocation, and use them at
an account distribution level. You cannot override these accounts where Cost Center
Overrides are typically available in payroll.

19. 7.2 U.S. Payroll

20. 7.2 U.S. Payroll
General Ledger Segments for Workers’ Compensation
With this release, payroll processing accurately impacts G/L segments specific
to Workers’ Compensation with overtime and shift expenses set up when
Segments (for Cost Center Override) are used in timecards. Other expenses
are impacted by the Regular Expense account if the two selections are used
(Subject to Workers’ Compensation and Cost Center Override Allocated
Based on Calc) in the Earning/Deduction Code setup (Payroll Setup >
Earnings And Deductions).
Note: The additional segments (those added in Payroll G/L Integration with
this release) for Workers’ Compensation default to the settings in WC Codes
setup (Payroll Setup > Workers’ Compensation Codes). These segments
cannot be overridden in the timecard.

21. 7.2 U.S. Payroll

22. Start Time: 2:00pm EST
Please type in
your questions

23. Affordable Care Act
ACA and Impact on PR

24. The ACA contains healthcare responsibilities for employers based on the
number of employees in an organization.
Employers with 50 or more full time employees (or a combination of part
time and full time equivalent (FTE) employees equal to 50 full time
employees) are subject to the Employer Shared Responsibility provisions of
the ACA.
Sage 300 and the
Patient Protection and Affordable Care Act

25. Q: How will Sage 300 support ACA reporting?
A: Sage 300 has been extensively updated to include assistance with ACA reporting, including help
with:
• Determining the number of hours an employee worked
• Determining if an employee is full or part time
• Determining if the number of part time employees together equal a full time employee (FTE).
• Showing healthcare coverage costs to determine affordability
• Tracking self-insured employee coverage
• Reporting employer-sponsored health care coverage on W2 forms
Q: Which ACA forms can I print with Sage 300?
A: Sage 300 allows you to print both forms, 1094-C and 1095-C
Q: Does Sage provide ACA training?
A: Yes, on-demand ACA training is available at no charge to Sage customers and partners at the
Affordable Care Act center on Sage City.
http://sagecity.na.sage.com/p/aca
Sage 300 and the Affordable Care Act –
Frequently Asked Questions

26. My Workforce Analyzer Demonstration

27. Start Time: 2:00pm EST
Please type in
your questions

28. Thank You!
For any questions or information contact:
Kelly Hummel | Net@Work
Phone: 636-928-5000
khummel@netatwork.com
Sonia Gray | Net@Work
Phone: 206-494-0366
sgray@netatwork.com
URL for Sage’s ACA information site:
http://sagecity.na.sage.com/p/aca