Product Documents

This page lists documents for Sage HRMS, Sage HRMS Payroll, Sage Employee Self Service, and integrated products.

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• Sage HRMS
  • Product Release Notes
    • Sage HRMS and Sage Employee Self Service Release Notes:Information about changes included in the initial release.
    • Sage 300 Payroll Link 7.1C Product Update 10 Release Notes: Information about updates to this integration program for Sage 300 Payroll and Sage HRMS.
  • HRMS Product and Tax Update Release Notes
    • Q4 2024 - Sage HRMS Product Update, Employee Self Service Product Update, U.S. and Canadian Payroll Update and U.S. Tax Update.
    • Q3 2024 - Sage HRMS Product Update, Employee Self Service Product Update, U.S. and Canadian Payroll Update and U.S. Tax Update.
    • Q2 2024 - Sage HRMS Product Update, Employee Self Service Product Update, Payroll Update and U.S. Tax Update.
    • Q1 2024 - Sage HRMS Product Update, Employee Self Service Product Update, Payroll Update and U.S. Tax Update.
    • Q4 SR 2023 - Sage HRMS Product Update, U.S. Payroll Tax Update and Canadian Payroll Update.
    • Q4 2023 - Sage HRMS Product Update, Employee Self Service Product Update, U.S. Payroll Tax Update and Canadian Payroll Tax Update.
  • Previous HRMS Product and Tax Release Notes
    • U.S. Payroll Tax and Product Update Release Notes
      • Q3 SR 2023 - Sage HRMS and Sage Employee Self Service
      • Q3 2023 - Payroll Taxes, Sage HRMS, and Sage Employee Self Service, and Sage 100 Payroll Link updates
      • Q2 2023 - Payroll Taxes, Sage HRMS, and Sage Employee Self Service
      • Q1 SR1 2023 - Sage HRMS
      • Q1 2023 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q4 SR1 2022 - Payroll Taxes and Sage HRMS Payroll
      • Q4 2022 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q3 2022 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q2 2022 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q1 2022 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q4 SR1 2021 - Payroll Taxes
      • Q4 2021 - Payroll Taxes, Sage HRMS Payroll, Sage Employee Self Service modernization
      • October 28, 2021 - Sage HRMS Employee Self Service Modernization Release
      • Q3 2021 - Payroll Taxes, Sage HRMS Payroll, and Sage HRMS updates
      • Q2 2021 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service updates
      • Q1 2021 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, Sage Employee Self Service, and My Workforce Analyzer updates
    • Canadian Payroll Tax and Product Update Release Notes
      • July 1, 2023 - Payroll Taxes, Sage HRMS, and Sage Employee Self Service
      • January 1, 2023 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • July 1, 2022 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q1 2022 - Payroll Taxes, Sage HRMS Payroll, Sage HRMS, and Sage Employee Self Service
      • Q4 2021 - Payroll Taxes, Sage HRMS Payroll, Sage Employee Self Service modernization
      • October 28, 2021 - Sage HRMS Employee Self Service Modernization Release
      • Q2 2021 - Sage HRMS and Sage Employee Self Service updates
      • Q1 2021 - Sage HRMS and Sage Employee Self Service updates
      • January 1, 2021 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • July 1, 2020 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • January 1, 2020 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • January 1, 2019 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • July 1, 2018 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • January 1, 2018 - Sage HRMS Canadian Payroll, Sage HRMS, and Sage Employee Self Service updates
      • July 1, 2017 - Sage HRMS Canadian Payroll and Sage HRMS updates
• Product System Requirements
  • System Recommendations for Sage HRMS and Sage Employee Self Service: Opens the Sage Knowledgebase article that covers operating system and browser recommendations.
• Installation and Setup
  • Sage HRMS Installation Guide
  • Sage Employee Self Service Installation and Setup Guide
  • Sage HRMS Server Optimization Settings Guide
  • Advanced Customization Guide: Instructions for working with database tables to customize the Sage Employee Self Service interface and experience. (This information has not changed since the previous release.)
• User Guides
  • Sage HRMS Getting Started Guide: Instructions for setting up the enterprise, employers, security, code tables, and navigating the system and features.
  • Sage HRMS Payroll Getting Started Guide: Instructions for database configuration, and setting up the system for payroll processing.
  • Sage Employee Self Service Benefits Planning Guide: Instructions for preparing employee benefits and coordinating the flow from Sage HRMS to Sage Employee Self Service. Includes steps to set up and complete open enrollment and live events for employee benefits. (This information has not changed since the previous release.)
  • Sage HRMS Reports Catalog: An overview of all reports provided with Sage HRMS, Time Off, Training, and Sage HRMS Payroll, plus instructions for using Secure Query, the Data Dictionary, and basic custom reporting with SAP Crystal Reports®.
  • Custom Details User Guide: Instructions for using Custom Details to create custom pages, tasks, and processes in Sage HRMS. (This information has not changed since the previous release.)
• Integration Guides
  • My Workforce Analyzer Implementation Checklist: An overview and checklist for implementing My Workforce Analyzer (for Affordable Care Act support and reporting). (This information has not changed since the previous release.)
  • Sage 100 G/L Link Integration Guide: Instructions for using the Sage 100 Advanced ERP G/L Link interface to transfer G/L data between Sage HRMS and Sage 100 Advanced ERP. (This information has not changed since the previous release.)
  • Sage 100 Payroll Link Integration Help: Instructions for installing, setting up, and using the Sage 100 Payroll Link to transfer employee and time off information between Sage HRMS and Sage 100 Payroll.
  • Sage 300 Payroll and Sage HRMS Integration Guide (Sage Payroll Link 7.1C): Instructions for configuring and using Sage Payroll Link to integrate Sage 300 Payroll with Sage HRMS.
• Year-End Documents
  • Sage HRMS U.S. Payroll Year-End Checklist
  • Sage HRMS Canadian Payroll Year-End Checklist
  • My Workforce Analyzer Year-End Processing Guide