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Home > Guides > Administrator Guide > Integration > HRIS Systems > Sage HRMS File Transfer

Sage HRMS File Transfer

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If you are interested in setting up or changing an integration, please reach out to our support team (productsupport@visibilitysoftware.com) for assistance. 

Interface by File Transfer: Cyber Recruiter will gather information and consolidate it into a file which is exported from Cyber Recruiter and will be imported into the Sage HRMS system. This process is a multiple step process which includes completing a page in Cyber Recruiter with specific information for Sage HRMS , exporting the file and then importing the file into Sage HRMS .

This process will have two pages to complete during the daily use of this interface inside Cyber Recruiter. The first page is stored in the Applicant file. The second is accessed under the Applicant menu item.


Establishing Connectivity

This should be done on the client’s machine who will be importing the data into Sage HRMS . This should NOT be done on the Cyber Recruiter server.

Create an ODBC Connection - FoxPro

  1. Find out the path to the Sage HRMS Data Directory. Take the following steps if this is unknown 
    1. Login to Sage HRMS
    2. Go to Help/About Sage HRMS 
    3. Click the System Information tab
    4. Write down the Data Path
  2. Make sure the Microsoft Visual FoxPro Driver is installed on the machine.  If it is not you can download a version of it from here: Visual FoxPro ODBC Driver
  3. If using a version of Windows older than Windows 7:
    1. Go to Start/Settings/Control Panel 
    2. Open the Administrative Tools folder and double-click the Data Sources (ODBC) or 32-bit Data Sources icon (you may have either.)      
    3. Go to step 5.                                            
  4. For Windows 7 or newer you will need to invoke the 32-bit ODBC drivers by running: C:\Windows\SysWow64\odbcad32.exe  (Note:  Do not just Start, Run, ODBCAd32.exe, as it will not bring up the right one.)
  5. Go to the System DSN tab.
  6. Click Add, double-click Microsoft Visual FoxPro Driver.
  7. Type in a Data Source Name. It can be anything, but you must remember the name of it. Common choices for names are LiveSage, SageData, or LiveSageData.
  8. You may leave the Description blank.
  9. Choose Free Table Directory.
  10. Click Browse and find the folder on your network where your Sage HRMS data directory resides and click OK.
  11. Click the Options button.
  12. Uncheck the Deleted box.
  13. Click OK to close the ODBC Visual FoxPro Setup box.
  14. Click OK to close the ODBC Data Source Administrator box.

Installing Cyber Recruiter to Sage HRMS Import Tool - FoxPro

  1. Download the import utility from www.vspublic.com/CRUpdates/AbraImportFoxPro.zip into a blank folder on any machine that has the .NET Framework 3.5 installed and access to the Sage HRMS  data:
  2. Unzip the downloaded file into that same folder, there is only one .exe inside.
  3. Launch the import utility by double-clicking AbraImportFoxPro.exe.
  4. Click the Setup button
  5. Enter the name of the ODBC Source you created in the previous step .
  6. Check the Payroll checkbox if you use the Sage HRMS payroll product.
  7. Check the Capitalize box if everything should come in as capital letters.
  8. Click OK to save changes.

Installing Cyber Recruiter to Sage HRMS Import Tool - SQL Server

  1. Download the import utilityfrom www.vspublic.com/CRUpdates/AbraImportSQL.zip into a blank folder on any machine that has the .NET Framework 3.5 installed and access to the Sage HRMS  data:
  2. Unzip the downloaded file into that same folder, there is only one .exe inside.
  3. Launch the import utility by double-clicking AbraImportSQL.exe. 
  4. A page pops up where you enter the connection information to your Sage HRMS SQL Database.
  5. Check the Capitalize box if everything should come in as capital letters.

 

Enable Sage HRMS in Cyber Recruiter 

Once the connection information is obtained, take the following steps in the admin section to activate this interface.

Step 1: Set Global Defaults

Page Location: Admin > Links > Pre Defined Links > Sage HRMS 


Question

Response

Result

Integration to Sage HRMS  enabled?

Yes

Sage HRMS-specific page and menu items will be added in Cyber Recruiter.

Action Needed: Highlight the Users in the Drop-Down List who should have access to the Sage HRMS-specific functions in Cyber Recruiter.  Hold the CRTL key down to select more than one User.

No

Users will not see any references to Sage HRMS in Cyber Recruiter.

Do you use Sage HRMS  Payroll?

Yes

All Sage HRMS Payroll-specific fields will appear in Cyber Recruiter during the transfer process. NOTE: THIS IS ONLY VALID FOR THE FOXPRO VERSION OF Sage HRMS .  THIS LINK DOES NOT WRITE TO THE Sage HRMS SQL VERSION DIRECTLY.

No

Only HR Related fields will appear during the transfer process.

Transfer Method File Transfer  Create code tables for Sage HRMS specific codes and create an Sage HRMS specific page.

Capitalize everything?

Yes

All data transferred to Sage HRMS will appear in capitalized lettering.  Additional setup is needed in the import utility to make everything capitalized.

No

All data transferred to Sage HRMS will appear as it was entered in Cyber Recruiter.

Ethnic Code Translation   The goal for this feature is to allow for proper coding in Cyber Recruiter (since the codes are mapped to specific columns in one of the AAP reports) but still to pass over the correct code to Sage HRMS so it doesn't have to be entered twice.

To set up this feature, click on the new linked titled "Ethnic Code Translations". Press the Add New Record link to add in a translation. Using the drop-down list, select the code in Cyber Recruiter and manually type in the correct code in Sage HRMS . Save changes.  The translation only has to be set up for codes which are not identical in the two systems.  However, all codes can be added if desired.

Step 2: Verifying Code Tables

Codes which are currently used in Sage HRMS need to be re-entered into Cyber Recruiter so the user exporting the information can select the correct value. These values MUST match what is currently in Sage HRMS in order for Sage HRMS to recognize the values and successfully import the file. All codes are stored under Admin > Codes > Sage HRMS .


See also

 Sage HRMS: New Hire Process - File Transfer