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  • 1.  Payroll Tier Calculation

    Posted 09-27-2023 09:17

    According to the Sage KB ( How does the Payroll Tier Count Calculate

    Tier Count Calculation

    • The tax calculation process is what populates the SY_Metering.m4t table. It does not matter if you have printed or updated checks. If they were in payroll when the tax calculation was run they count. If payroll data entry was cleared after tax calculation was run, they were already counted.
    • The count is cleared on the first of every month and starts over.
    • Each employee is counted once based on their encrypted EmployeeKey$. No matter how many times you pay that employee in a month they are only counted once.
    • The tier limit counts all Company Codes in the installation for that account. Usually test companies are a copy of live data so it does not increase unless new employees are added to that company code.

    My questions

    1. Have you seen this in practice and does the Sage kb description match what you've seen? 
    2. Is this measurement period ( monthly ) the same no matter if the customer pays monthly vs annually for their payroll subscriptions?
    3. Any other observations not covered above?

    I have a customer on a very old 3.x version who has been manually computing payroll. They're asking how the employees are counted. I've pointed them to the Sage KB entry  ( as noted above ) although I've very nervous as to whether it is accurate. I'm fairly certain if the customer runs into a problem with the employee tier that few ( if any ) people at Sage will know more than what's in the KB and it may take me several days to update their tier.

    Usually I avoid all this by recommending the customer purchase unlimited so we minimize possible interactions with Sage.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 2.  RE: Payroll Tier Calculation

    Posted 09-28-2023 09:39

    Off-topic but..........  Perhaps this is a topic for MOTM 2024.

    I have a customer on a very old 3.x version who has been manually computing payroll.

    @Barbara Goldstein just posted a question about running Sage on a WIN 7 workstation.

    WHY do we keep assisting users who refuse (for whatever reason) to stay current with SUPPORTED software?  I think everyone has clients in this category.  Why can't we just say NO.  Sage does.  But we continue to enable clients who refuse to update their systems.  We know they are ticking time bombs.  Nancy Reagan was able to just say "NO". Why can't we?

    What do we tell clients running Server 2012 R2 in November after Microsoft drops support next month?



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 3.  RE: Payroll Tier Calculation

    Posted 09-28-2023 09:56

    I've been telling anyone with 2012 server that I won't upgrade on it - starting back with when 2023 was released.



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    Beth Bowers
    (269) 358-0989
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  • 4.  RE: Payroll Tier Calculation

    Posted 09-28-2023 10:03

    I can only speak from my experience

    1. I don't manage the workstations and it's cumbersome to do a station by station review of the OS
      1. Distributing the SPM and telling IT to review is one solution. Unfortunately most don't look at this
    2. Customers find little compelling reason to upgrade from one version to the next
      1. This is compounded by some ISV integrations which require an additional engagement/fee to upgrade
      2. Some third-party integrations aren't ready in a timely fashion for upgrade - sometimes skipping entire versions
      3. Larger customers may have several ISV integrations - which is challenging (and costly) to upgrade on a more regular basis
    3. I got out of the "hey customer, let me log into your system and review all of your hardware/OS and give you a quote to upgrade". I stopped doing this because I spent a TON of time with analysis and the great majority of the customers said "no thanks" after I'd spent up to a day create an analysis and quote. Now I try to keep them updated and suggest upgrades as it would benefit them. I'm completely out of the free quote business ( Tip: Customers will say "yeah sure" to ANYTHING so long as it's free - and this includes doing an analysis to prepare an upgrade quote).

      More directly: 

      WHY do we keep assisting users who refuse (for whatever reason) to stay current with SUPPORTED software?
      - So long as they're on a plan with me I'll provide best-effort support
      - It's become a nightmare for me to process ROR so that alone has put the brakes on a lot of older version support and in extreme cases they can pay in advance by credit card before I'll even call then ( I don't take ANY incoming quick question calls from non-customers)

    Why can't we just say NO.  Sage does.

    • My experience ( and this is definitely YMMV - Sage will support them on best efforts but they won't research anything)

    But we continue to enable clients who refuse to update their systems.  We know they are ticking time bombs.  Nancy Reagan was able to just say "NO". Why can't we?

    - Because I don't have a good enough answer to "so what's new with this upgrade?"



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 5.  RE: Payroll Tier Calculation

    Posted 09-28-2023 13:17

    Sage doesn't generally give a a palatable reason, but the OS stuff does.  I've taken to saying "Do you WANT to get hacked?" to customers who insist on keeping out of support Windows versions running.



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    Phil McIntosh
    President
    Friendly Systems, Inc.
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