Tool Coverage Matrix

Currently being updated. Please check back soon.

Project Phase

1) Initiation

Features
Consultant
Within The Tool
Future Version
Role
Design - MCS, Payroll and Master Data
Consultant
Kick off Meeting
Consultant
Design - HR
Consultant
Sage 300 People Local or Cloud Deploy
Consultant
Project Phase

2) Setup

Features
Consultant
Within The Tool
Future Version
Feature Role
Create Company
Tool (Currently Available)
Create Medical Aid Beneficiaries (Employee Rule Only)
Tool (Currently Available)
Create Hierarchies
Tool (Currently Available)
Create base Payroll Definitions
Tool (Currently Available)
Create Company Rules and Tax Periods
Tool (Currently Available)
Create Medical Aid Setup
Version 7 (Expected Aug 2025)
Tool (Version 7 - Expected Aug 2025)
BCEA Payroll Definition Linking
Tool (Currently Available)
OID Payroll Definition Linking
Consultant (TBD)
Create Custom Calculations
Version 7 (Expected Aug 2025)
Tool (Version 6 - Expected Aug 2025)
ETI Setup
Version 7 (Expected Aug 2025)
Tool (Version 6 - Expected Aug 2025)
Create Beneficiaries
Version 7 (Expected Aug 2025)
Tool (Version 7 - Expected Aug 2025)
Create Frequencies - Monthly, Weekly, Bi-Weekly
Tool (Currently Available)
Create Tax Definition
Tool (Currently Available)
Create Remuneration Structures
Version 8 (Expected Oct 2025)
Tool (Version 6 - Expected Oct 2025)
Leave Policy and Definition Setup (Excl Entitlement Rules)
Tool (Currently Available)
Create Pay-Run - Main
Tool (Currently Available)
Job, Personnel and Performance Management Setup
Consultant
Bank Export File Layout Setup
Consultant
ESS Setup and Workflow
Consultant
Employment Equity, Security, Skills Development and Job Costing Setup
Consultant
Sage Intelligence Setup (BIM)
Consultant
Create GL Setup, Account Structure and Budget Module
Consultant
Project Phase

3) Data Migration

Features
Consultant
Within The Tool
Future Version
Role
Create Employees (Take-On)
Tool (Currently Available)
Financials Take-On (Period by Period)
Tool (Currently Available)
Link Employees to Hierarchies and Pay Runs
Tool (Currently Available)
Link Package Components to Employees
Version 8 (Expected Oct 2025)
Tool (Version 6 - Expected Oct 2025)
Leave Transaction History Take-On
Tool (Currently Available)
Current Leave Balance Take-On
Tool (Currently Available)
BCEA Take-On (With Period by Period Take-On)
Tool (Currently Available)
Equity History Take-On
Version 8 (Expected Oct 2025)
Tool (Version 7 - Expected Oct 2025)
Medical Aid Beneficiary Take-On
Tool (Currently Available)
Financials Take-On (Year to Date)
Tool (Currently Available)
ETI Take-On (With Period by Period Take-On)
Tool (Currently Available)
Skills History Take-On
Version 8 (Expected Oct 2025)
Tool (Version 7 - Expected Oct2025)
Lumpsum Directives
Consultant
Project Phase

4) Recon

Features
Consultant
Within The Tool
Future Version
Role
Employee Reconciliation Report
Tool (Currently Available)
Company Reconciliation Report
Tool (Currently Available)
Detailed breakdown and Consultant Checklist
Tool (Currently Available)
Employee Financials Reconciliation Report
Tool (Currently Available)
Project Phase

5) Services

Features
Consultant
Within The Tool
Future Version
Role
Customer Training on Sage 300 People
Consultant
Parallel and Live Run
Consultant
Project Management
Consultant