Sage HRMS HR Actions®

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

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Housekeeping

• Turn off e-mail, cell phone, instant messaging, etc.

• For best results close other programs running on your desktop.

• Use full screen view.

• Phone lines are muted for the duration of the webcast.

• Q&A will be at the end; please submit your questions via chat.

• Contact information will be provided at the end of the presentation.

• If you have technical difficulties, please contact:

Sage Webcast Desk 800-390-3654 webcast@sage.com

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Sage Abra HRMSHas 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

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Your Presenter for Today

Joe Rotella, SPHR

Chief Technical Officer

Delphia Consulting, LLC

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Agenda

• Overview of Sage HRMS HR Actions®

• Demonstration: 3 Scenarios1. Robert Baker (Supervisor) initiates an action to promote

Beverly Moreland• Transfer form with a raise and reassign her direct

reports• Approved by Don Adams• HR audits and saves to Sage HRMS

2. The 8 steps to build a form and business rules

3. The performance appraisal form type

• Questions and Discussion

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Sage HRMS HR Actions®

Streamline Delivery of HR Services Using the WebSelf-service has never been easier with web-based forms integrated with Sage HRMS.

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

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

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

Monitor and ControlReal time visibility and control of forms throughout the process.

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Sage HRMS HR ActionsSupports Every Day Forms

Online Forms for the Entire Employment Life Cycle

Pre-Employment /Onboarding

• Requisition to hire• New hire• Rehire

EmployeeSelf-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

Sage HRMS HR Actions®

Demonstration

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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

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Sage HRMS HR ActionsStreamlines HR Processes

Streamline Delivery of HR Services Using the Web

Build Efficiency Be Consistent Increase Productivity Monitor & Control

• 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

• Web-based workflow

• Enforces policy with business rules that determine required approvals

• Routes forms electronically for online approval

• Eliminates paper forms

• Increases transaction throughput by reducing manual data entry into Sage HRMS*

• Automates the performance appraisal process

• Monitor forms throughout the process

• Control the flow of forms at any time

• Personnel file online – actions and file attachments

• Enhanced audit capabilities

* Except benefits data

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Joe Rotella, SPHRChief Technical OfficerDelphia Consulting, LLC

www.linkedin.com/in/joerotella

888-421-2004 x4326jrotella@delphiaconsulting.com

@joerotella

Questions and Discussion

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Thank You For Your Time

Sage HRMS Sales

866-271-6050

Visit: www.SageHRMS.com

Visit: www.SageWebcast.com

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