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Sage HRMS - NA Ideas Portal
Status Needs review
Categories Human Resources
Created by Allison Allen
Created on May 10, 2024

Update Benefits Process change to run by Benefit, then employee and allow a date and reason

When the Update Benefit Process is run, it runs first by employee, then benefit. It also defaults the date to the date the process is run and reason of Update Benefits. It needs to be changed to first run by Benefit, then employee. This way the history flag/option can be added to enter a date and reason. Oftentimes, users need a specific date there so Open Payroll will reflect in the correct pay period/date range.

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  • Paralea Boose
    Reply
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    May 11, 2024

    Agreed! If it at least asked for an effective date and used the reason code of "Update Benefits" that would be a plus. Allowing it to run by benefit and also having it prompt for an effective date and reason code (like any other change to a benefit) would be great!

  • Susan Larson
    Reply
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    May 10, 2024

    Long overdue, for sure!