Installing Payroll

To ensure that you’re getting the latest version of Sage 100 Payroll, the module is installed separately from Sage 100. Because the module is updated with the latest tax information throughout the year, always make sure to install the latest version.

Pre-Installation Tasks

Complete these tasks before installing Sage 100 Payroll 2.21:

• Make a copy of the MAS90 folder in which Sage 100 is installed. The copy can be used as a backup in case you need it.

• If you’re installing Payroll for Sage 100 2018, install the Sage 100 2018.5 update (6.00.5) or later. Earlier versions of Sage 100 are not compatible.

• Update the Payroll Check Register.

• Complete and purge all direct deposit transactions.

• If you are upgrading TimeCard data: Before migrating data from your prior version of Sage 100, make sure that all TimeCard entries have been processed for Payroll and Job Cost. Then verify that all entries have been transferred to history by running Purge/Transfer to History from the TimeCard Period End menu.

Installation Process

Follow these steps to install the Payroll module.

1. Log on to the server where Sage 100 is installed using an account with administrator rights. You must run the installation program on the server, not from a workstation connected to the server.

2. Close down other programs. Do not close antivirus, antispyware, and script-blocking software unless it is interfering with the installation.

3. Download the Payroll installation program:

   1. Log into the Sage Support website.

   2. In the top-right area of the window, click My downloads, and select Sage 100.

      Note: Depending on the width of your browser widow, to see the My downloads link, you may need to click the menu button. ()

   3. Click the name of the Payroll program that you need to install.

   4. Click Download now.

      To avoid errors when extracting the installation program from the download file, save the file in a folder located directly beneath the root directory. For example: C:\temp

4. If you aren't automatically asked to extract the installation files, click the download file to extract them. A folder, which contains the installation files, will be extracted.

5. In the folder, click the EXE file to start the installation wizard.

6. Proceed through the wizard to install the module.

Your next step depends on whether the Payroll module was previously set up in your Sage 100 company.

• If you are upgrading from a previous version of Payroll, see Upgrading the Payroll Module.

• If you are installing Payroll for the first time, you must activate the module in Company Maintenance, and then run the Payroll Setup Wizard.

To activate the module

1. Select Library Mater > Main > Company Maintenance.

2. Select a company and then click Activate.

3. In the Activate column, select the Payroll check box.

4. Click Proceed.

To run the Payroll Setup Wizard

1. Select Payroll > Setup > Payroll Options.

2. When the message asks if you want to set up the module, click Yes.

3. Proceed through the wizard to enter information needed to use the module.

For more information on getting started with Payroll, see Set Up the Payroll Module for a New Company in the help.

Post Installation Tasks

There may be a payroll tax update available to download and install. The update may include new or updated tax types, tax rates, unemployment limits, and other settings that affect payroll tax calculations.

A message appears when you first access a task in the Payroll module if an update is available. You can start the download from the message window or you can start it at any time from the Payroll Utilities menu.

Note that other users must exit out of all other Payroll tasks before the update can be installed.

To install a payroll tax update

1. Select Payroll > Utilities > Payroll Tax Update.

2. Click Proceed to download and install the update.

The Sage 100 Payroll Tax Update Guide describes the changes in the update. You can find the guide on the Sage 100 documents page in the Sage 100 Payroll section.