HRMS Learning Series – Setting up Open Enrollment in Sage HRMS

If you are looking to enhance your knowledge on open enrollment in Sage HRMS, this webinar is for you. In this free 1 hour webinar, you will learn how to modify an existing rate table for open enrollment AND how to create a new benefit insurance plan to be used in open enrollment.  

When: Oct. 21 and Nov. 4 from 1pm - 2pm EST

To register, go to https://get.sage.com/HRMSLearningSeries and click 'Register now' under 'Setting Up Open Enrollment in Sage HRMS'.

Don't worry, if you are unable to attend either of these dates, an on demand recording will be posted several hours after the initial presentation on the registration link above.

  • Hi all,

    Thank you so much for attending. Here are the answers to the questions posted during the Learning Series:

    Question Asked Answer Given
    Can you please make the ESS Open Enrollment Setup documentation available to business partners if it is not already?  It is available to BPs and part of their certification. They should have everything they need to set up Open Enrollment. :)
    What about creating a benefit and code for a voluntary benefit (like flat fee Union Dues remittances)?  Would the steps be essentially the same? The steps would be essentially the same for a voluntary benefit. I'd start with the example in the Hand Out and work your way out from there. And don't forget Sage City, Support, and/or Sage University if you have any questions!
  • Thank you everyone for attending Setting Up Open Enrollment in Sage HRMS on November 4th.  Here are the questions and answers from the November 4th webinar.

    Question #1

    Are there instructions on setting up an HSA and how to get the employer contributions on the W2 through setup through HR benefits I assume?

    Answer:

    Step 1 – Go to Setup > Codes > Payroll > Earning/Deduction Codes. If a code does not already exist for the employer HSA portion, it will need to be added. Items to note when setting up the HSA employer contribution:

    Basic Info tab

    Category = Benefit

    Type = Cash or Non Cash

                Employer tab

                            W2 Reporting = Health Savings Account

    Note 1: Other fields would be set up where applicable.

    Note 2: This setup is for the HSA employer portion only

     

    Step 2 - Add the code for HSA employer portion to the Employee Payroll > Pay tab. This is where the annual maximum (single vs family) can be entered along with other relevant information.

    Step 3 – Assumption: Savings benefit for employer match is set up in HR and added to employees.

    Step 4 – Setup > Payroll > Employee Configuration, Deduction/Benefit tab. Link the HSA Employer payroll code to HR Benefit code set up for the employer match. Calculation type will be ‘Employer Only’. Fill in other fields as applicable.

     

     

    Question #2

    Our long-term disability is calculated based on Employee’s age as of Jan 1st.  We pay one week behind, how can we set up so the system will update the new rate on the first paycheck of the year instead of the second week?  Right now, the system won’t update the new rate on the first paycheck because we pay one week behind, the 1st paycheck of the year has the period end date of last year.

    Answer:

    I will make some assumptions when responding to this question. Let’s use the following example.

    Hugh Allen has $30 per pay period deducted for LTD in 2019. In 2020 the deduction will increase $5 to $35 per pay period. The employee’s age is calculated as of January 1 of the current year pulled from the system date on the computer. The January 3, 2020 check date with a pay period end date of Dec 27th, 2019 should have $35 LTD deduction.

    Options 1 uses a timecard.

    Option 1 – Create a timecard and add the LTD code with the amount of $35. You can also create a timecard for one employee, export it using File > Export from within the timecard. This will be your template to import information for the employee’s that need an override for LTD. Make sure you have a backup prior to importing any data.

    Option 2 – If the increase amount is the same for everyone, run Open Payroll as you normally would at the start of a pay run. Use Update Earnings/Deductions to increase the amount, in my scenario $5.00. Make sure you have a backup prior to updating the deduction. Do not run Open Payroll for this benefit again until after the payments have been posted.

     

    Question #3

    I do not have the handout being referenced.  Where can I locate a copy?

    Answer:

    During the presentation a copy is located in the GoToWebinar Control Panel under Handouts. A copy of the Handout is also available after the initial webinar has completed on the Sage HRMS Learning Series Registration Page

    https://get.sage.com/hrmslearningseries

    Click on the tab Recordings and Resources. There is the option to watch the initial recording and to Download the guide, which is the handout.