Transcript Slide 1

Sage HRMS HR Actions

® Create, Route, Approve, and Save Paperless Web-based Forms


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Sage Abra HRMS Has a New Name

• The Sage Abra HRMS brand has a new name, simply: Sage HRMS • How does this change affect our product names?

Sage Abra Suite Sage Abra Suite Sage Abra SQL HRMS Sage HRMS


Your Presenter for Today

Joe Rotella, SPHR Chief Technical Officer Delphia Consulting, LLC



• • • Overview of Sage HRMS HR Actions ® Demonstration: 3 Scenarios 1.



• • Robert Baker (Supervisor) initiates an action to promote • Beverly Moreland


form with a raise and reassign her direct reports Approved by Don Adams HR audits and saves to Sage HRMS The 8 steps to build a form and business rules The

performance appraisal

form type Questions and Discussion


Sage HRMS HR Actions


Streamline Delivery of HR Services Using the Web

Self-service has never been easier with web-based forms integrated with Sage HRMS.

Build Efficiency

Create, route, and approve forms via self-service. Setup is easy for non-technical Sage HRMS users.

Support Consistency

Forms display current data, use Sage HRMS codes, and business rules call upon an unlimited number of approval levels.

Increase Productivity

Saves managers, employees and HR time. Once approved, forms update Sage HRMS with a click of the mouse.

Monitor and Control

Real time visibility and control of forms throughout the process.


Sage HRMS HR Actions Supports Every Day Forms

Pre-Employment / Onboarding

• Requisition to hire • New hire • Rehire

Employee Self-service

• Personal details • Forwarding address • Sick time • FMLA/LOA request • Custom details • Goal setting • Performance appraisal

Manager / HR Self-service

• Transfer • Promotion • Pay status • Attendance adjustment • Corrective action • OSHA incident • FMLA/LOA • Retirement • Termination/COBRA • Custom details • Performance appraisal • Goal setting

Online Forms for the Entire Employment Life Cycle 7

Sage HRMS HR Actions

® Demonstration

Key Capabilities

Easy to Use

• Self-service • Manager • Human resources and administrators • Employee • Advanced workflow–unlimited approval routing • Real-time visibility • Mouse click to save to Sage HRMS • Online personnel file with detailed audit trail • File attachments

Easy to Setup

• No programming to create or edit forms • Flexible routing based on business rules • Advanced security


Sage HRMS HR Actions Streamlines HR Processes

Streamline Delivery of HR Services Using the Web

Build Efficiency • Simplifies the completion of forms by users • Reduces errors with easy-to-use dynamic form fields • Accelerate HR and payroll transactional processing • Updated forms are immediately available to the organization * Except benefits data Be Consistent • Web-based workflow • Enforces policy with business rules that determine required approvals • Routes forms electronically for online approval Increase Productivity • Eliminates paper forms • Increases transaction throughput by reducing manual data entry into Sage HRMS* • Automates the performance appraisal process Monitor & Control • Monitor forms throughout the process • Control the flow of forms at any time • Personnel file online – actions and file attachments • Enhanced audit capabilities


Questions and Discussion

Joe Rotella, SPHR Chief Technical Officer Delphia Consulting, LLC @joerotella 888-421-2004 x4326 [email protected]


Thank You For Your Time

Sage HRMS Sales 866-271-6050

For more information about Sage HRMS HR Actions, please contact: