Option to Automatically add Local/Other Tax Codes-same as Federal/State
The option needs to added to Local/Other Tax Codes, same as Federal/State giving the option to Automatically Add to employees. As more and more global taxes are added to this table, for example Family Leave taxes and the RR Retirement Taxes, it is...
Allison Allen
over 1 year ago
in PayrollNeeds review
Transaction history should include Taxable Wage Ceiling and Non Ceiling for Local Taxes
As payroll calculates both fields during processing, Transaction History should allow both fields to be populated during entry of Transaction History details to alleviate balances in both fields for YTD and Tax Calc Analysis Report, etc.
W-2 Reporting for Combined Employee/Employer Amounts Should be Single Code
W-2 reporting for combined employee/ employer reporting should be tied to a single deduction code in Sage HRMS payroll. Currently a deduction code (employee W-2 reporting) and also a benefit code (employer W-2 reporting) are both required for corr...
There should be a box or option to indicate 'exempt' from federal taxes, when assigning/adding federal tax to an employee. Especially since the new W4 form (2026) now has a separate 'exempt' line box. Also, since every employee who claims 'exempt'...
At some point, this table should be cleared, or a way for users to clear this table from within Sage 300 and Sage HRMS. This would alleviate the issue of a SQL person or Business Partner needing to delete the record in SQL Server when a number/rec...
Payroll Accruals run every time you calculate -- we should have a choice whether or not to run and they should only run for whomever is being calculated
In larger companies, the payroll accrual process that runs at the beginning of calculate payroll can take a long time. Either break that out to it's on menu/process flow item, or give us the option to not have it run. If we are recalculating, ther...
Paralea Boose
almost 3 years ago
in PayrollNeeds review
Gross Up Calculator - don't import all pay lines in the generated timecard
The generated timecard needs to bring in only the applicable earnings/deductions. Currently it brings over everything from the Pay Page which can be a very cumbersome timecard. Users then manually delete the extra line entries manually.
Allison Allen
almost 3 years ago
in PayrollNeeds review
Should be able to do sequential deductions- for 401k Secure 2.0
Secure 2.0 requires catch up contributions for employees that earn over $150k, to make contributions as Roth. Need a way for the 401k contributions to deduct first, then for the catch up contributions to be processed.
Reverse Transactions does not allow for a specific reversal date when you reverse multiple transactions
In Reverse Transactions, you cannot set the reversal date globally. You have to set it on each line item, unless you want it to inherit today's date from your workstation (which is often not the case). If you just finished a payroll incorrectly an...
Paralea Boose
about 3 years ago
in PayrollNeeds review
Employee Payroll detail page field labled last Last Raise Date
Currently this field is pulling from a prior raise date, shown on the Current Pay Detail Page, Pay & Performance Tab, Labeled Previous Last Change versus the field p_payeff, show on Current Pay tab, labeled Pay Effective. Please allow me to pr...