This webinar provided an overview and walkthrough of new features in Sage HRMS 2017. The presenter discussed updated server requirements, highlighted key new features in HR, ESS and payroll, reviewed important things to be aware of during the upgrade process like custom reports and add-ins, and outlined the company's HRMS roadmap. Attendees were encouraged to upgrade now rather than wait until the end of the year to avoid issues and take advantage of discounts on consultant assistance. Questions were invited in the question box.

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
Sage HRMS 2017 Walkthrough

2. Webinar DetailsWebinar 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
| Employer Solutions

3. 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
| Employer Solutions

4. | Employer Solutions
Agenda
•Updated Server Requirements
•New Features
•HR
•ESS
•Payroll
•Walkthrough
•Upgrade Steps and Tips
•Roadmap and Planning

5. | Employer Solutions

6. | Employer Solutions
Resources
• Minimum RAM
– Application Server 32 GB
– Web Server
• 16 GB for server
• 1 GB per 1000 EEs50 Users
• Minimum Hard Drive
– Application Server – 2-160 GB SATA drives (mirrored)
– Web Server – 40 GB + 1 GB per 1000 Ees
• Minimum Processors
– Application Server – 4
– Webserver - 2

7. | Employer Solutions
Specifications
• Windows Server 2016
– Windows 2012 R2 and 2008 supported
• Microsoft SQL Server 2016
– SQL 2014, 2012 2008 supported
• Windows 10
– Windows 8 and 7 still supported
• Microsoft Edge
– Internet Explorer, Chrome, Safari, Firefox supported

8. | Employer Solutions
Key New HR Features
• Customization of the Logon Window
• Quick Find Modification
• Dependents and Beneficiaries
• Context-Sensitive Web Help
• Fields Lengths – Job Code Descriptions.
• Note Summary
• Correct Issues
• Copy Insurance Plans
• Seniority Level Carryover
• Secure Query and CTRL-U

9. | Employer Solutions
HR Forms from Aatrix
•Over 70 fillable HR forms
•Kept up to date by Aatrix
•Forms are customizable
•Populate some employee data into forms from HRMS
•Can set up alerts to remind to create forms (for example,
New Hire Packets)
•Can create custom form packets

10. | Employer Solutions
Key New ESS Features
• Customizable Logon Reset Message
• Processing Open Enrollment in Groups
• Create Custom Menu Feature Enhancements
• Employee Photos on Phone List and Direct Report Pages
• Added Status to Time Off Notifications
• Corrections
• Processing time off with ‘FROM’ in notes

11. | Employer Solutions
New Payroll Features
• Internal Version Upgrade
• GL Override for Earnings and Deductions from Open Payroll
• Delete Multiple Timecards in Timecard List
• Corrections Other Modifications
• Withhold cap for Tax Bracket Calculation Method – LocalOther Taxes
• Specify Taxes for Advances
• Employee Consent to Receive Electronic W-2s

13. | Employer Solutions
Things to be aware of

14. | Employer Solutions
You MUST answer ‘Yes’!
Run the client installation “as an Administrator”

15. | Employer Solutions
Payroll Custom Reports Must be Copied out PRIOR to Upgrade
• Make an external copy of Customized Standard Reports
• From
C:ProgramDataSageSageHRMSServerPayroll|CustomReportsUP### or
CP###ENG*.RPT to C:Temp...
• Upgrade Client on Server per instructions
• Copy the new Client Report .DLL files into the Custom Report Folder
overwriting what already exists
• From C:Program Files (x86)SageSage AccpacUP###ENGXXX.dll
• Copy back in the Report formats from your external copy.
• Test Report.

16. | Employer Solutions
How to Verify the .DLL to be copied

18. | Employer Solutions
.NET Version
Must be at least .NET Framework 4.5.2

19. | Employer Solutions
Crystal Reports 2011
Not compatible with Crystal 2011,
keep Crystal 2008

20. | Employer Solutions
Changing Employee Numbering
• Should be set to Alpha-numeric
• Will be required eventually for HRMS 2017
• Makes HRPR reporting possible
• Still allows ‘Next Employee Number’ to be presented for New Hire
• Can take several hours to process
• Does have a ‘downstream’ impact on ESS.*
*Net@Work has scripts to correct ESS data

21. | Employer Solutions

22. | Employer Solutions
Do you have Add-ins or Interfaces?

23. | Employer Solutions
“Sample” data is overwritten

24. | Employer Solutions
HRMS Version Road Map
HRMS
2015
Q2 2017
HRMS
2016
Q2 2017 Q3 2017
HRMS
2017
Q2 2017 Q3 2017 Q4 2017 Q1 2018
We
are
here!

25. | Employer Solutions
Why it is important to upgrade now?
• Don’t wait until the end of the year
• Drastic reduction of “Abra32.exe” runtime errors
• Sage will not support issues with unsupported versions
• Windows 10 Windows Server new release due in the Fall
• Dropping older, vulnerable technologies (Javascript, SMBv1).

26. | Employer Solutions
Upgrade Assistance
20% Discounts
for Orders
Placed before
October 31st
Consultant availability will be
severely limited for requests
submitted after 10/31

27. Webinar DetailsAny Questions?
| Employer Solutions
Please type in
your questions

28. 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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