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Home > Guides > Administrator Guide > Integration > HRIS Systems > Sage HRMS  > Push Via SQL Direct Connection

Push Via SQL Direct Connection

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Interface by Dynamic Link: Cyber Recruiter and the Sage HRMS systems are connected in the SQL environment which allows for a page in Cyber Recruiter to collect information and push the information into the Sage HRMS system.  This is a one step process; however it does require direct connection between the two systems. 
 

This process will have one page to complete during the daily use of this interface.  The page will be under the Applicant menu item. 

Establishing Connectivity

The process for transferring new hires from Cyber Recruiter to Sage HRMS using the dynamic requires knowledge of the SQL information to connect to the Sage HRMS database. The  SQL User ID used to connect to the Sage HRMS system MUST be a set as a dbowner (database owner) of the Sage HRMS database.  If the security is not correct, the hire process will look like it is occuring but nothing is transferred into the Sage HRMS system.  If checking the log there will be an error related to HRPSYNC.

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?

No

This option is not available with the SQL integration.  Only HR Related fields will appear during the transfer process.

Transfer Method SQL Server (Direct)

Capitalize everything?

 Yes

All data transferred to Sage HRMS will appear in capitalized lettering.

No

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

 Transfer Benefits Yes/No

Select 'Yes' to have the integration automatically add any benefits which are established as 'automatic add' 

 

Note: The integration looks only to the Standard Eligibility tab to determine the parameters for the automatic addition (salary type, employee type, age, etc.). It does NOT take into account anything listed on the Custom Eligibility tab.
 Transfer Deductions N/A N/A
 Transfer Taxes N/A N/A

Step 2: Define Additional Required Configuration and Options

Tab  Field  Note 
SQL Server (Direct) Enter the required SQL connection information to connect Cyber Recruiter to Sage HRMS.
  SQL Server Name Server location where Sage HRMS is located.  If you use an instance on the SQL server the format needs to be ServerName\InstanceName, 1433
  SQL Database Name Database name on the server for the Sage HRMS live data.
  SQL User ID SQL user ID used to access the Sage HRMS data.
  SQL Password Password for validation to the SQL database.
  Click on the "Test Sql Connection Settings" button to verify the credentials entered on the page.
Misc. Fields Identify any fields currently in Cyber Recruiter which can be passed to Sage HRMS' misc. fields. Use the drop-down menus to identify the location of the information in Cyber Recruiter.

The field name relates to which miscellaneous field the information will be stored in when transferred to Sage HRMS on the page specified in the parenthesis
  Misc. 1 (HR Status) Available Fields: Status, State Date, Referral Source, Employee Referred By, Desired Salary, PIN, Applicant Misc. 1-20
  Misc. 2 (HR Status) Available Fields: Status, State Date, Referral Source, Employee Referred By, Desired Salary, PIN, Applicant Misc. 1-20
  Misc. 3 (HR Status) Available Fields: Status, State Date, Referral Source, Employee Referred By, Desired Salary, PIN, Applicant Misc. 1-20
  Misc. 4 (HR Status) Available Fields: Applicant Misc. 1 - 20
  Misc. 1 (Current Pay) Available Fields: Status, State Date, Referral Source, Employee Referred By, Desired Salary, PIN, Applicant Misc. 1-20
  Misc. 2 (Current Pay) Available Fields: Status, State Date, Referral Source, Employee Referred By, Desired Salary, PIN, Applicant Misc. 1-20
  Misc. 3 (Current Pay) Available Fields: Applicant Misc. 1 - 20
  Misc. 4 (Current Pay) Available Fields: Applicant Misc. 1 - 20
     
  Emergency Contact 1 Pick from the misc. fields available to map the Name, Relationship and Phone Number of the contact.  This will NOT show on the hire page but will transfer over.
  Emergency Contact 2 Pick from the misc. fields available to map the Name, Relationship and Phone Number of the contact.  This will NOT show on the hire page but will transfer over.
     
Advanced Text Box Use this field to enter in an SQL statement to pass additional information over to Sage HRMS.  Fields can be passed to hrpersnl as well as hrtkpers. Data can ONLY be sent to hrtkpers (custom screen with 'single record option') and not to the multiple record database. 

Please contact technical support for assistance in building these statements.

Configuration

Options

This tab includes options for turning on or off the view and required status of several fields of information to be transferred to Sage.

​

Note: If the Org Levels are not enabled on this tab, they will not show on the screen and blank fields will be passed to hrpersnl in Sage HRMS.
  Update Adjusted Seniority Date Setting this field to Yes allows the user to change the Adjusted Seniority field in Sage for rehires/job changes. If not enabled, the field will not be passed to Sage.
  Show EEO Information Setting this field to Yes will allow a user to view and update the EEO, Disability and Veteran information on file for the applicant/employee.  If set to No the system will display a Yes in the EEO, Disability and Veteran fields if they have a value in them or a No if the fields are blank..
  Require Marital Status Set this field to Yes to make the Marital Status field require.
  Require Birth Date Set this field to Yes to make the Birth Date field required
  Default Value for I9 Choose one of the options listed if a default is desired. Not selecting an option will present a blank field for updating.
  Default Value for Pay Frequency Select the option desired for the default pay frequency.
  Supervisors Select a value for this field to make either, both or neither of the Supervisor or Secondary Supervisor fields required. 
  Show OLevel 1 Set this field to Yes to display and update the Organization Level information for Sage HRMS. Choose the Yes radial button to make it Required if necessary. Note: if this field is not enabled (set to yes) then a blank field will be passed to Sage HRMS.
  Show OLevel 2 Set this field to Yes to display and update the Organization Level information for Sage HRMS. Choose the Yes radial button to make it Required if necessary. Note: if this field is not enabled (set to yes) then a blank field will be passed to Sage HRMS.
  Show OLevel 3 Set this field to Yes to display and update the Organization Level information for Sage HRMS. Choose the Yes radial button to make it Required if necessary. Note: if this field is not enabled (set to yes) then a blank field will be passed to Sage HRMS.
  Show OLevel 4 Set this field to Yes to display and update the Organization Level information for Sage HRMS. Choose the Yes radial button to make it Required if necessary. Note: if this field is not enabled (set to yes) then a blank field will be passed to Sage HRMS.
  Show OLevel 5 Set this field to Yes to display and update the Organization Level information for Sage HRMS. Choose the Yes radial button to make it Required if necessary. Note: if this field is not enabled (set to yes) then a blank field will be passed to Sage HRMS.
  Send Skills Set to Yes to send over the skills  records (make sure the skills codes in both systems match)
  Send Education Set to Yes to send over the educational records (based on fields in HRMS)
  Send Previous Employment Set to Yes to send over the employment records (based on fields in HRMS)

 

When using the 'Advanced' feature, the statement is a SQL query to pull information from Cyber Recruiter and post to Sage.  Information can be sent to hrpersnl and hrtkpers.  Data can ONLY be sent to hrtkpers (custom screen with 'single record option') and not to the multiple record database. 

When sending information to hrpersnl, {ReferralSource}, {Empno}, and {Company} will all get substituted in and allow for a valid SQL statement that can be run against the Sage SQL database. 

UPDATE hrpersnl set p_source=left('{ReferralSource}',6) where rtrim(ltrim(p_empno))=rtrim(ltrim('{Empno}')) and p_company='{Company}'

For custom fields in the hrtkpers table, a row needs to be added so the statement would be something like this...

INSERT hrtkpers(u_empno,u_company,u_TEPAYGR) values('{Empno}','{Company}','{WhateverFromCR}')

{WhateverFromCR}, needs to correspond to some fields in Cyber Recruiter that gets substituted into that custom script.  The possible values for it are basically all the same {} App and Req fields that are available when making a correspondence template.  The formatting of the field from Cyber Recruiter is very specific and is case sensitive (for example, {AMisc6} is correct and will return a value but {amisc6} will not).  If you are unsure of the formatting your best course of action is to use the correspondence templates to get the correct formatting.




See also

Hiring with Sage HRMS