How Can Sage 100 Contractor Help the HR Function?

When one scans the Sage 100 Contractor menus and data screens, there is only one menu item that explicitly describes itself as pertaining to the Human Resources functions in a company – Menu 5-3-9 HR Forms.  While this menu item is potentially a great aid to generating the various forms and documents that may be needed to properly communicate between employer, applicants, employees and various government agencies, it is by no means the only part of the program that can aid in Human Resources functions.  With a little imagination, we can provide significant support for many of the requirements of a Human Resources department:

• The 5-2-1 Employee record should be the central repository for all employee data, from the obvious information like pay rates, address, social security number, phone numbers, email address and the like, to a separate table for an unlimited number of contact people for each employee.  Don’t overlook the ability to track the accrual and use of Sick Leave and Vacation hours.  There are also several fields that can be relabeled and repurposed to meet specific needs.
• The Employee Licenses table can be used to track Drivers Licenses and Trade Licenses that have expiration dates.  Consider what other licenses you might need to track – think of an expiring Resident Alien or Employment Authorization card as a License to Work….  Never lose track of the fact that an alien worker may no longer be eligible to be employed if they haven’t renewed their paperwork and given you proof of the extension. 
• The Employee Training table can be used to track various training opportunities, especially those safety trainings and certifications that need to be redone periodically.  Consider other “training” opportunities that should be revisited periodically – think of a regular performance review or a regular compensation review as training opportunities.  By properly configuring the training item, one can track when the last training occurred, when the next training should occur, and keep notes as to what occurred during the training.
• Attachments to the Employee record are often overlooked.  Scan the employee resume or application, tax forms, form I-9, other employment packet forms, an employee photo, and anything else that can be reduced to an electronic file and attach it to the employee record so that it is always instantly available for reference.
• Use Alerts Manager to create periodic automatic queries of Employee data to identify areas that need attention this week, or this month or next month.  If the data is maintained in the database, it is likely that we can configure Alerts Manager to notify the appropriate personnel that an important action is about to require attention.

If you would like help with implementing any of the functions, give us a call at 480-471-5305.