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Sage HRMS HR Actions

by Delphia Consulting

Streamline the collection and approval of employee data using the web. Sage HRMS HR Actions, a Sage Endorsed Solution, lets you easily create paperless forms using any fields from Sage HRMS. Process any action from request to hire to termination and everything in between, including status changes and performance appraisals. Save time, money, and paperwork with an online manager and employee self-service. 

Interactive web-based forms replace paper forms, are easy to use, and result in submitted actions that are complete, accurate, and secure. Automate the routing, approval, and notification process of employee actions.

Customer Success Stories:

Sage HRMS HR Actions is just what DavCo Restaurants ordered

Video - Sage HRMS HR Actions - Pittsburgh Mercy Health System
Video - Sage HRMS HR Actions - Pittsburgh Mercy Health System

Manager self-service
Sage HRMS HR Actions can automate nearly every manager-initiated personnel action including hiring requests, promotions, transfers, pay changes, job changes, and termination requests. Managers can initiate forms for their direct and skip-level reports. Forms for existing employees show current values side by side with fields to enter the requested changes. Managers are notified by email of forms needing approval and can see the status of a form or cancel it while it is being routed for approval.

Employee self-service
Sage HRMS HR Actions can automate the collection of data directly from employees using employee-initiated forms such as skills, previous employer updates, and time-off and leave requests. Employees can complete self-appraisals and complete the final sign off after meeting with their supervisors.

Performance appraisal
Sage HRMS HR Actions automates the most complex performance appraisal process. Create as many different forms as needed. Appraisal forms can include any combination of instructions, competency ratings, review questions, goal setting, development plans, narrative responses, rating scales, and weighting. Sage HRMS HR Actions supports self-appraisals, manager appraisals, and unlimited back and forth between the employee and manager before routing for additional management and HR approvals.

Easy-to-use form builder
A wizard guides HR administrators through the process of building dynamic forms using any field from Sage HRMS, including custom fields. Start with one of the two dozen sample forms provided with Sage HRMS HR Actions or build a new form from scratch including dynamic fields, read-only fields, file attachment areas, instructions, and section headers.

Flexible routing based on business rules
The Sage HRMS HR Actions workflow engine is designed to meet your business needs, so you don’t have to change your business processes to match a fixed workflow. Without any programming, you can define business rules that delineate how many approvals are required and the sequence of the approval chain. Routing rules can be based on individual forms, business units, or the type of change being requested. Approvers can be any number or combination of HR executives, supervisors, or an unlimited number of named role-based approvers.

Real-time monitoring and control
Managers and HR have real-time visibility into the forms being routed for approval. It is easy to see who has approved forms, where bottlenecks exist, and to view the content of forms wherever they are in the process. HR can control the flow of any form at any time by advancing it to the next approver, pushing it through the entire approval sequence, or canceling the form. HR controls the final update of Sage HRMS for each approved form.

Detailed audit trail
Every form has a permanent, detailed audit trail with time-stamped information about its submission, approvers’ actions and comments, edits to the data made while routing for approval, and the final dispensation of the form.

Sage HRMS HR Actions uses advanced security and data encryption to keep your confidential employee data safe and secure. Advanced security settings prevent unauthorized access to data.

Sage HRMS HR Actions is easy to configure to reflect your company’s processes and policies. Create an unlimited number of form templates and robust approval sequences, and route an unlimited number of forms for approval. In addition, Sage HRMS HR Actions comes with over 400 configurable fields, enabling the capture and routing of pertinent employee data that can be used along with the data that is saved to Sage HRMS.

Eliminate data entry
Full integration means that Sage HRMS HR Actions can display and update standard and custom fields in Sage HRMS. Code tables from Sage HRMS populate the pick lists on forms. Forms dynamically display the current values of data stored in Sage HRMS side by side with the proposed values requested by the form initiator. Once a form has been approved and reviewed by HR, one click updates the data in Sage HRMS.