Having the right tools to manage your workforce is essential to maximize productivity. To help businesses navigate these challenges, SWK Technologies hosted a webinar showcasing the new premium version of Sage HRMS. The demonstration provided a comprehensive walkthrough of the upgraded features, led by solution expert Danny Martinez, detailing how they can streamline HR processes and improve employee management. From migration incentives to powerful web-based capabilities, the premium version of Sage HRMS is packed with enhancements designed to simplify HR operations and boost overall productivity. Read on for a summary of key takeaways from the webinar, or watch the full recording to explore the features in more depth.
SWK HCM (2:25 – 3:15)
SWK’s Julie Tibbs, Director of HCM Sales, gives a detailed overview of the agenda ahead, going over the SWK Technologies team’s experience with Sage HRMS and related tools.
- Services
- Over 80 years of combined Sage HRMS experience, and experts in best practice and software optimization (2:25)
- A team of experienced HCM specialists: Each one of our experts has different software optimization, helping you to be able to unfold and unpack the different modules that Sage provides (2:35)
- Fully Certified to implement and support Sage HRMS (2:50)
- Software
- Sage HRMS and other cloud solutions, which SWK can host (3:05)
Introduction and Migration Promotion (3:53 – 5:56)
The new premium version of Sage HRMS offers exciting upgrades and financial incentives for existing customers. Migrating from the Perpetual version comes with several advantages, including enhanced support and cost savings.
- Overview of the premium version of Sage HRMS: A new, enhanced version of the HR management software (4:10)
- Current migration for existing Perpetual HRMS customers: SWK offers a special promotion to encourage upgrading to the premium version (4:23)
- Explanation of maintenance and support credit, pro-rated credit, and loyalty discount: Financial incentives for customers who choose to migrate (5:30)
Core HRMS Features and Enhancements (5:57 – 9:40)
The premium version brings significant improvements to the core HRMS functionality. Visual and practical upgrades enhance user experience, data management, and reporting capabilities.
- Changes in user interface and colors: A modernized look for improved user experience. The back-end data is not changed, strictly the user interface to give it a more modern look (6:05)
- New employee roster screen with Excel export capability: Easier data management and reporting – the Perpetual version does not have this, so you would need to upgrade to the premium version to utilize this feature (7:15)
- Enhancements to attachments in various areas, including OSHA records: Improved document management within the system. You can put attachments like a COVID card directly into the core records (7:40)
- Inclusion of My Workforce Analyzer in the premium version: Advanced analytics tool now included as a standard feature (8:39)
Web Version Introduction (9:43 – 11:50)
The web-based capabilities of the premium version offer increased accessibility and improved user experience. Remote work and multi-location organizations benefit greatly from these enhancements.
- Movement of core records to the web: Increased accessibility and flexibility for users as you now only need an internet connection (10:03)
- Benefits of web access for remote employees and multiple locations: Improved connectivity for dispersed workforces. Now you can do your day-to-day over the web, regardless of where you’re logging in from (10:38)
- Demonstration of employee roster and search capabilities in the web version: Enhanced user interface for efficient data retrieval, in 2024 everyone is looking for ease of access when using their HRMS software (10:50)
Detailed Feature Walkthrough (11:55 – 21:03)
A comprehensive look at specific features reveals how the premium version streamlines HR operations. From employee data management to process automation, these enhancements offer significant improvements.
- Current pay and job information in the web version: Easy access to important employee data over the web. Anything you update on the web will show up on the desktop and vice versa (12:02)
- Insurance benefits and time off management: Streamlined processes for managing employee benefits and leave (13:00)
- Employee tasks and processes in web version: Increased functionality in the web-based interface. You can add new hires, change job and pay, and delete employee records (16:07)
- Introduction of the process scheduler, including Sage 100 link scheduling: Automated tasks for improved efficiency. The process scheduler allows you to create a schedule name, and also a process type (17:25)
Employee Self-Service (ESS) Portal (21:05 – 30:56)
The improved Sage HRMS Employee Self-Service portal enhances the employee experience from onboarding to day-to-day HR interactions. This key feature of the premium version empowers employees and reduces administrative burden.
- Demonstration of the new hire process and automated welcome email: Streamlined onboarding experience where you can set reminders, create employees, and send email alerts (22:15)
- Overview of ESS portal features, including personal information updates and time off requests: Empowering employees to manage their data, after they create their profile on the ESS (24:22)
- Explanation of approval processes and real-time data synchronization: Ensuring data accuracy and reducing administrative burden (25:53)
- Time off requests: Time off requests are sent through the portal, with an attachment section for any relevant documents, simplifying the approval process (29:30)
Benefits and Open Enrollment (33:15 – 38:05)
Enhanced benefits management capabilities simplify complex processes like open enrollment and improve communication about employee benefits. The premium version offers tools to engage employees and provide transparent information.
- Guided life events and open enrollment processes: Simplified benefits management for new hires, or existing employees. New hires can walk in and immediately view this widget to gain access to benefits in a system all under one umbrella. You can add open enrollment at any time while having Sage HRMS (33:43)
- Total compensation letters and benefit information access: Improved transparency and communication for employees. Here you can access either benefit letters or a benefit feature sheet to see what you have available in your current enrollment (35:48)
- Customizable wellness and third-party links in the ESS portal: Enhanced employee engagement and resource access – you can place links to websites directly in the portal (37:10)
Pay History and Compliance (38:10 – 42:10)
Improvements in payroll information accessibility and compliance enhance both employee self-service capabilities and organizational adherence to payroll regulations. The premium version offers convenient access to pay information while ensuring legal requirements are met.
- Compliance benefits of the ESS portal for pay information delivery: Ensuring legal requirements are met while improving efficiency (38:51)
- Access to pay stubs and historical pay information: Convenient self-service for employees as it allows them to get in and see what they want to see in a timely manner (39:25)
Q&A (42:20 – 48:43)
Q: Are there any improvements for cross-employer transfers when an employee transfers to a different company within the Enterprise? (42:40)
A: The cross-employer transfer function currently operates on a per-employee basis and is available in the core desktop version, with web access now added. Future improvements, including potential multi-employee transfers, are on the development roadmap based on user feedback. (42:50)
Q: Have there been any improvements to the mobile device view in either the portal version or the web version? (46:05)
A: There have been enhancements to the mobile view in the premium version, particularly for the ESS portal. Additionally, an upcoming enhancement will be a physical app for the ESS portal, which will be available for download from app stores in the near future. (46:24)
Q: Can the new version of Sage HRMS be integrated with existing cloud-based Sage Payroll platforms? (47:45)
A: Yes, if your current Sage Payroll platform (300 or 100) is being hosted and accessed via Azure or other cloud software, the new HRMS version can be plugged in and integrated. This allows for a seamless connection between HR and payroll functions, with data synchronization between the systems. (48:00)
Contact SWK Today
The new premium version of Sage HRMS offers a range of enhancements that simplify HR processes, improve user experience, and empower employees with self-service tools. Whether you are looking to migrate from the Perpetual version or explore new capabilities like web access and advanced analytics, Sage HRMS provides a robust solution tailored to your business needs.
SWK’s team of experts is ready to guide you through this transition, ensuring you get the most out of your HRMS investment. Contact SWK today to learn more and take the first step toward optimizing your HR operations.