Create a transaction history record

Sage HRMS lets users enter or adjust historical payroll data for employees. Maintaining accurate transaction history ensures correct reporting and tax calculations in Sage HRMS.

Access Transaction History

Use Transaction History to edit or enter payroll history for:

• Accruals
• Advances
• Benefits
• Deductions
• Earnings
• Expense reimbursements
• Taxes

You can adjust historical data at any time after setup.

Enter or edit payroll history

1. Select Payroll, Tasks, Transaction History.
2. Use the Finder to locate the employee.
3. Enter the desired date in the Date field.
   • You can enter balances for any period, such as monthly, quarterly, or year‑to‑date.
4. Select the required payroll codes.
5. Enter the historical amounts in the appropriate fields.
6. Click Add to save the record.

Verify data updates

Review reports to confirm changes.

• Taxes can change over time, so confirm correct adjustments.
• Run reports before and after updates to verify values.

Handle wage ceiling and no‑ceiling wages

Adjust wage limits to ensure correct reporting on W‑2 forms.

Update local tax wage limits

1. Select Setup, Payroll, Local/Other Tax Codes.
2. Select the tax code.
3. Select the Calc Base tab.
4. Enter values for Annual Maximum Earnings and Annual Minimum Earnings.

This allows entry of no‑ceiling wages and ensures correct W‑2 and tax analysis reporting.

Update federal or state tax wages

Adjust ceiling or non‑ceiling wages only when the tax requires it.

• For example, USFIT has no wage ceiling. Adjust uncapped wages accordingly.

Update deduction and benefit amounts

• To update employee deductions, enter values in the Employee Extended Amount field.
• To update employer contributions, use the Employer Extended Amount field.

Validate results with reports

Run reports to confirm accuracy:

• Earnings and Deductions: Transaction Report, Earnings/Deduction Summary
• Taxes: Tax Calculation Analysis