Sage HRMS: Announcing Sage HRMS Q1 2021 product update

What's new

Payroll tax updates

  • Payroll product updates
  • HR product updates
  • Sage Payroll and Tax Forms

For detailed information about these releases, see the Sage HRMS Q1 2021 release notes.

Note: Please see Sage Knowledgebase Article 110026 for information regarding the America Rescue Plan Act.

Download and install this update

Important: If you use third-party products that integrate with Sage HRMS check with the vendor of your third-party product to ensure their product is fully compatible with these releases. If you integrate with other Sage products, check with your business partner or Sage to ensure that these components are compatible.

  1. Click applicable link below to download and install the update:
    Download Sage HRMS Q1 2021 product update
    Download Sage HRMS Employee Self Service Q1 2021 product update  
  2. If you are prompted to log on, enter your Customer Portal Username and Password, and then click Log on.

Need help?

Visit www.Sage.com/Resources for options, including links to Sage Knowledgebase, Sage City, and Sage University, as well as Chat and Online Case Submission

Parents
  • Lynn Clee (or anyone), is it expected that these new CA Pay Data reporting related fields (pg 6 of RN) are to be updated manually?  If so, why not map this information from Hrpersnl via Employee Configuration/Open Payroll process?  Binary would be a gender not avail to select in HR - could be handled manually in payroll or update HR's gender field for this third option.

    FYI-  the two new fields in UPEMPL table for this reporting are EEOETHNIC (Fed) and CAEEOETHN (CA). These new fields are integer type, not char. The values, of course, don't match what you see on the screen.  For example, a Fed Ethnicity value of "J-Black or AA" is not a "J" code but is instead 10 because it is the 10th field in the drop down list.  Same concept applies to the CA Ethn field values where "C20", for example is 11.

  • in reply to Tom Crain

    I completely second what Tom says.  Additionally, the Job Category field is needed for the report but is also blank and will need to be updated manually as it also does not pull over from HR.

  • in reply to MelanieL

    I thought I'd share the SQL queries I used for a one time update to the 3 new payroll fields.

    Use these at your own risk - make a DB backup!  Note, our employer code is "YDW", change for your own.

    1. Update payroll Job Category from HR EEO Class field

    UPDATE [SageHRMS_YDW].[dbo].[UPEMPL]
    SET EEOETHNIC = CASE
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'M' THEN 1 -- A
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'F' THEN 2 -- B
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'M' THEN 3 -- C
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'M' THEN 4 -- D
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'M' THEN 5 -- E
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'M' THEN 6 -- F
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'M' THEN 7 -- G
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'M' THEN 8 -- H
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'F' THEN 9 -- I
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'F' THEN 10 -- J
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'F' THEN 11 -- K
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'F' THEN 12 -- L
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'F' THEN 13 -- M
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'F' THEN 14 -- N
    ELSE 0
    END
    FROM [SageHRMS_Live].[dbo].[hrpersnl]
    INNER JOIN [SageHRMS_YDW].[dbo].[UPEMPL] ON LTRIM(hrpersnl.P_EMPNO) = UPEMPL.EMPLOYEE COLLATE SQL_Latin1_General_CP1_CI_AS
    WHERE hrpersnl.P_COMPANY = 'YDW'

    2.  Update Ethnicity (Fed) field from HR Gender and Ethnic Origin

    UPDATE [SageHRMS_YDW].[dbo].[UPEMPL]
    SET CAEEOETHN = CASE
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'M' THEN 1 -- A10
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'F' THEN 2 -- A20
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'M' THEN 4 -- B10
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'M' THEN 5 -- B20
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'M' THEN 6 -- B30
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'M' THEN 7 -- B40
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'M' THEN 8 -- B50
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'M' THEN 9 -- B60
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'F' THEN 10 -- C10
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'F' THEN 11 -- C20
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'F' THEN 12 -- C30
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'F' THEN 13 -- C40
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'F' THEN 14 -- C50
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'F' THEN 15 -- C60
    ELSE 0
    END
    FROM [SageHRMS_Live].[dbo].[hrpersnl]
    INNER JOIN [SageHRMS_YDW].[dbo].[UPEMPL] ON LTRIM(hrpersnl.P_EMPNO) = UPEMPL.EMPLOYEE COLLATE SQL_Latin1_General_CP1_CI_AS
    WHERE hrpersnl.P_COMPANY = 'YDW'

    3.  Update Ethnicity (CA) field from HR Gender and Ethnic Origin

    UPDATE [SageHRMS_YDW].[dbo].[UPEMPL]
    SET EEOJOBCATE = CASE
    WHEN [hrpersnl].p_eeoclass = '1' THEN 2 -- First/Mid Lvl Mgr
    WHEN [hrpersnl].p_eeoclass = '1.1' THEN 1 -- Exec/Senior Lvl Mgr
    WHEN [hrpersnl].p_eeoclass = '1.2' THEN 2 -- First/Mid Lvl Mgr
    WHEN [hrpersnl].p_eeoclass = '2' THEN 3 -- Professional
    WHEN [hrpersnl].p_eeoclass = '3' THEN 4 -- Technician
    WHEN [hrpersnl].p_eeoclass = '4' THEN 5 -- Sales Workers
    WHEN [hrpersnl].p_eeoclass = '5' THEN 6 -- Admin Support Workers
    WHEN [hrpersnl].p_eeoclass = '6' THEN 7 -- Craft Workers
    WHEN [hrpersnl].p_eeoclass = '7' THEN 8 -- Operatives
    WHEN [hrpersnl].p_eeoclass = '8' THEN 9 -- Laborers / Helpers
    WHEN [hrpersnl].p_eeoclass = '9' THEN 10 -- Service Workers
    ELSE 0
    END
    FROM [SageHRMS_Live].[dbo].[hrpersnl]
    INNER JOIN [SageHRMS_YDW].[dbo].[UPEMPL] ON LTRIM(hrpersnl.P_EMPNO) = UPEMPL.EMPLOYEE COLLATE SQL_Latin1_General_CP1_CI_AS
    WHERE hrpersnl.P_COMPANY = 'YDW'

Reply
  • in reply to MelanieL

    I thought I'd share the SQL queries I used for a one time update to the 3 new payroll fields.

    Use these at your own risk - make a DB backup!  Note, our employer code is "YDW", change for your own.

    1. Update payroll Job Category from HR EEO Class field

    UPDATE [SageHRMS_YDW].[dbo].[UPEMPL]
    SET EEOETHNIC = CASE
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'M' THEN 1 -- A
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'F' THEN 2 -- B
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'M' THEN 3 -- C
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'M' THEN 4 -- D
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'M' THEN 5 -- E
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'M' THEN 6 -- F
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'M' THEN 7 -- G
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'M' THEN 8 -- H
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'F' THEN 9 -- I
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'F' THEN 10 -- J
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'F' THEN 11 -- K
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'F' THEN 12 -- L
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'F' THEN 13 -- M
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'F' THEN 14 -- N
    ELSE 0
    END
    FROM [SageHRMS_Live].[dbo].[hrpersnl]
    INNER JOIN [SageHRMS_YDW].[dbo].[UPEMPL] ON LTRIM(hrpersnl.P_EMPNO) = UPEMPL.EMPLOYEE COLLATE SQL_Latin1_General_CP1_CI_AS
    WHERE hrpersnl.P_COMPANY = 'YDW'

    2.  Update Ethnicity (Fed) field from HR Gender and Ethnic Origin

    UPDATE [SageHRMS_YDW].[dbo].[UPEMPL]
    SET CAEEOETHN = CASE
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'M' THEN 1 -- A10
    WHEN [hrpersnl].p_race = 'H' AND hrpersnl.p_sex = 'F' THEN 2 -- A20
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'M' THEN 4 -- B10
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'M' THEN 5 -- B20
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'M' THEN 6 -- B30
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'M' THEN 7 -- B40
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'M' THEN 8 -- B50
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'M' THEN 9 -- B60
    WHEN [hrpersnl].p_race = 'W' AND hrpersnl.p_sex = 'F' THEN 10 -- C10
    WHEN [hrpersnl].p_race = 'B' AND hrpersnl.p_sex = 'F' THEN 11 -- C20
    WHEN [hrpersnl].p_race = 'N' AND hrpersnl.p_sex = 'F' THEN 12 -- C30
    WHEN [hrpersnl].p_race = 'A' AND hrpersnl.p_sex = 'F' THEN 13 -- C40
    WHEN [hrpersnl].p_race = 'I' AND hrpersnl.p_sex = 'F' THEN 14 -- C50
    WHEN [hrpersnl].p_race = 'T' AND hrpersnl.p_sex = 'F' THEN 15 -- C60
    ELSE 0
    END
    FROM [SageHRMS_Live].[dbo].[hrpersnl]
    INNER JOIN [SageHRMS_YDW].[dbo].[UPEMPL] ON LTRIM(hrpersnl.P_EMPNO) = UPEMPL.EMPLOYEE COLLATE SQL_Latin1_General_CP1_CI_AS
    WHERE hrpersnl.P_COMPANY = 'YDW'

    3.  Update Ethnicity (CA) field from HR Gender and Ethnic Origin

    UPDATE [SageHRMS_YDW].[dbo].[UPEMPL]
    SET EEOJOBCATE = CASE
    WHEN [hrpersnl].p_eeoclass = '1' THEN 2 -- First/Mid Lvl Mgr
    WHEN [hrpersnl].p_eeoclass = '1.1' THEN 1 -- Exec/Senior Lvl Mgr
    WHEN [hrpersnl].p_eeoclass = '1.2' THEN 2 -- First/Mid Lvl Mgr
    WHEN [hrpersnl].p_eeoclass = '2' THEN 3 -- Professional
    WHEN [hrpersnl].p_eeoclass = '3' THEN 4 -- Technician
    WHEN [hrpersnl].p_eeoclass = '4' THEN 5 -- Sales Workers
    WHEN [hrpersnl].p_eeoclass = '5' THEN 6 -- Admin Support Workers
    WHEN [hrpersnl].p_eeoclass = '6' THEN 7 -- Craft Workers
    WHEN [hrpersnl].p_eeoclass = '7' THEN 8 -- Operatives
    WHEN [hrpersnl].p_eeoclass = '8' THEN 9 -- Laborers / Helpers
    WHEN [hrpersnl].p_eeoclass = '9' THEN 10 -- Service Workers
    ELSE 0
    END
    FROM [SageHRMS_Live].[dbo].[hrpersnl]
    INNER JOIN [SageHRMS_YDW].[dbo].[UPEMPL] ON LTRIM(hrpersnl.P_EMPNO) = UPEMPL.EMPLOYEE COLLATE SQL_Latin1_General_CP1_CI_AS
    WHERE hrpersnl.P_COMPANY = 'YDW'

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