Creating Custom Panels in Sage HRMS

December 2, 2013

Creating custom panels in sage HRMS will make tracking and reporting various employee related information so much easier. Custom pages are used to enter and maintain information unique to your employer. You can track information relating to the employee such as company credit cards, security clearances, or company property that has been issues to an employee.

Today, we are going to create a custom page to track credit card information for an employee. When designing a custom page, you can add fields that you create as well as add existing fields from Sage HRMS databases. You can create single or multi record pages using crystal reports. You can then access the custom fields and create relevant reports as needed.

To design a custom page, we begin at the navigation page. Select “System” then “Design Custom Details” to open the design custom details dialog box. From the “Detail” drop down list, we will select “Employee.” Sage HRMS automatically displays a list of existing custom pages but to create your own click on “Add.” In the “Detail Name” field enter a unique name for the page. Today we are going to use Company Credit Card. This is going to be a multi record, single page panel that will be able to house multiple credit cards for a single employee. Click “OK” to save your changes.

A blank page opens with the page name in any tabs that you may have selected. The page is set up with two columns for adding fields on your page. Simply click the location that you want to add the field, and the “define a custom field” window will open with the “main employee fields” button already selected. To add an existing Sage field, we simply click or begin typing on what we need from the selective field list which contains all the fields in the HR personnel table. Let’s begin by adding the employee’s business phone, their department, and their job title. These are all fields that are already captured within Sage HRMS.

To add a custom field that’s not already housed in Sage HRMS click “Employee Custom Fields” > “Add.” The Field Information Panel will open and in the “Field Title” we will call it “Credit Card.” We need a unique “Database Field” name so we will make it “CCRD.” Then we need to see what type of data we are going to enter. So, let’s choose “Code Table” because we want a drop-down box of all the available credit cards. For “Table Name” we will choose “Credit Card” which we previously created. Select if this is going to be a required field and what level of security you want. Click “OK” to save your changes.

Continuing adding fields is necessary. Let’s add the credit card number, the expiration date, and the csv code to this (which we have already previously created.) When you are done click “Apply” to save your changes and remain on the page, or you can click “OK” to save your changes and close the page. You see we now have one called “Company Credit Card.” Let’s go look at what we created.

Click on “Employees” > “View/Edit” Employee. We are going to select Donald Adams then select the “Custom” > “Custom Detail” > “Company Credit Card” > “OK.” Click “Add” and you can see that Donald’s information has already been pulled in based on what was in the Sage database. We’d like to add a credit card so select the type of card, enter the credit card number, add an expiration date, and add the CSV code. Hit “OK” and Donald’s credit card number is now available.

After you design your custom pages, you must give users access to them by updating the group security information. Now you’re ready to track and report on any type of employee related information you need to make your job easier.

This concludes how to create custom panels in Sage HRMS.

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