Sage 300 People– Utilities: The Utility section in Sage 300 People is a centralized hub for administrators and HR professionals to manage system settings, data, compliance, reporting, and integrations effectively.
Here’s an overview of what Utilities entail in Sage 300 People:
System Setup
- Company Setup: Configure company-specific settings such as name, address, currency, fiscal year, etc.
- Database Maintenance: Perform database backup, restoration, and maintenance tasks.
- User Administration: Manage user accounts, roles, permissions, and security settings.
Data Management
- Import/Export Data: Import employee data, payroll information, leave balances, etc., from external sources. Export data for reporting and analysis purposes.
- Data Cleanup: Tools for data validation, correction, and cleanup to ensure data integrity.
Configuration
- General Settings: Configure general system settings such as date format, number format, default language, etc.
- Email Configuration: Set up email templates, SMTP server settings, and email notifications for various HR processes.
- Approval Workflows: Define approval hierarchies and workflows for leave requests, expense claims, and other HR processes.
Reporting and Analytics
- Report Generation: Access standard reports for employee attendance, leave balances, payroll summaries, etc.
- Custom Reports: Create customized reports using report designer tools or SQL queries.
- Dashboards: View interactive dashboards with key HR metrics, graphs, and charts for data visualisation.
Compliance and Legal
- Statutory Compliance: Stay updated with labour laws, tax regulations, and statutory requirements.
- Legal Forms: Generate and manage legal forms such as employee contracts, offer letters, appraisal forms, etc.
Document Management
- Document Storage: Store and manage HR documents such as policies, manuals, training materials, etc.
- Version Control: Track document revisions, updates, and approvals with version control features.
Audit Trails
- Activity Logs: Maintain audit trails to track user actions, system activities, and data modifications for compliance and security purposes.
- Change History: View historical changes made to employee records, configurations, and system settings.
Integration and APIs
- Integration Tools: Integrate Sage 300 People with other systems such as accounting software, ERP systems, time and attendance systems, etc.
- API Access: Utilize APIs for data integration, automation, and custom development.
Support and Help
- User Guides: Access user manuals, guides, and documentation for system usage and configuration.
- Online Support: Get help from support resources, FAQs, and community forums for troubleshooting and assistance.