Sage 300 People – Checklist for company setup
Checklist for company setup
Important information
Some of the fields mentioned in this setup list are country specific. Please complete the setup
according to your country’s legislative requirements.
Step Item Detail
Company Management > Hierarchy Setup
Defined database wide.
Define Hierarchy Headers and Hierarchy Items.
o Decide whether the work address should default from the
Step 1 Hierarchies
linked hierarchy.
Set up Hierarchy Relationships (only after the Company Rule is
created).
Set up Report Hierarchies.
Company Management > Company
Complete the Tax No field (you can have different tax numbers per
company rule).
Step 2 Company Tax countries.
Link applicable hierarchies to the company.
Enter the Official Interest Rate (RSA).
Link the tax and UIF contact entities.
Company Management > Payroll Definitions
Payroll definitions are company specific.
Payroll
Step 3 Add more definitions if needed.
Definitions
Apply the correct flagging for BCEA and OID (RSA).
Set up smart calculations where applicable.
Company Management > Company Rule
Define pay periods on Pay Period Management.
Define the payment cycle, tax year start and end dates on Pay
Step 4 Company Rule Cycle Definition.
Define or import the public holidays and define non-business
days on Business Day Definitions.
Enter default hours per period and per day on Default Rules.
Company Management > Company Rule > Pay Run Definition
Define the Recurrence Type for the pay run.
Link the Payroll Definitions.
Pay Run Flag mandatory definitions.
Step 5
Definition Set display priorities.
Set calculations recurrences.
If the Minimum Net Pay option will be used, define the deduction
priorities.
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Sage 300 People – Checklist for company setup
Step Item Detail
Company Management > Payments
Define the different payments that will be made.
o The employees will be linked to these payments on the
Payslip Definition screen (cash, cheque, EFT or ACB
Step 6 Payment Runs
payments).
o The beneficiaries, medical aids, retirement funds and
other third parties, will be linked to these payments on
Beneficiary Detail screen.
Company Management > Remuneration Structures
Define all required remuneration structures, for example, Cost to
Company, Net Up and Basic Salary.
Remuneration Link the Affected Earning Line.
Step 7 Structures Link the Payment Run Definitions. If linked to an ACB payment run,
(optional) bank details must be loaded for all employees.
Link the applicable payroll definitions.
For a Cost to Company remuneration structure, also indicate which
definitions will form part of the package.
Company Management > Beneficiary Setup
Create beneficiaries.
o If there are different branches / divisions with different
bank accounts, you need to create more than one
beneficiary for the 3rd party, since only one bank account
Step 8 Beneficiary Setup
can be linked to a specific beneficiary.
Select the correct Beneficiary Type.
Link the beneficiary to the correct Payment Run Definition.
Link the beneficiary to the applicable Payroll Definition. (Refer to
Step 3 on how to access Payroll Definitions.)
Parameters > Payroll > Retirement Fund
Define the different retirement funds for the company.
o Select the applicable Company Contribution Type.
o Select the applicable Fund Definition.
Parameters > Payroll > Company Retirement Fund
Link the defined Retirement Funds to the applicable companies.
Enter the Factor. The Factor field will be disabled if it is a defined
Retirement contribution fund.
Step 9
Fund Setup Select the RFI Calculation Method.
Company Management > Payroll Definitions
Link the deductions to the applicable Beneficiary Rule.
Link to company contributions to the applicable Company
Retirement Fund and Beneficiary Rule.
Employee Management > Employees > Contracts and Benefits >
Retirement Funds
Link the retirement funds to the employees.
Utilities > Calculation Management
Custom Calculations provides the opportunity to create your own
formulas and may be defined as company-specific or general
Define Custom
Step 10 calculations.
Calculations
Table Lookup Manager is mostly used where tables form part of
medical aid calculations which are defined database wide.
Pro Rata Calculations are defined database wide.
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Sage 300 People – Checklist for company setup
Step Item Detail
Company Management > Leave > Definitions
Define all necessary leave types, for example, Annual Leave.
Company Management > Leave > Policies
Define various leave policies.
Step 11 Leave Setup
At least one leave policy must be defined.
If any payslip amounts should calculate based on a leave
transaction, link the applicable Earning Definition and Payout
Rate to the policy.
Company Management > Medical Aid Setup
Select a beneficiary in the Entity field.
Create/define all the necessary Medical Aid plans and Ancillary
options.
Medical Aid
Step 12 Set up different dependant types and the contribution rules per
Setup
dependant on the Contributions tab.
Link all company rules, deduction definitions, company
contribution definitions and beneficiary rules on the Company
Rules tab.
