Import data from Sage 50 HR to Sage 50 Payroll

Solution Properties

Solution ID:

200427112216652

Last Modified Date:

Tue Mar 21 16:08:20 UTC 2023

Taxonomy Path:

Case category//How do I...//import/export

Author:

[email protected]

Import data from Sage 50 HR to Sage 50 Payroll

Description

NOTE: If you are looking for steps to export details from Sage 50 Payroll to import into Sage HR, which is a different HR product, please use our alternative guide.

Sage 50 HR 2009 v2 and above, and all currently supported versions of Sage 50 Payroll, automatically install the HR to Payroll import option, however the import option is available only if both Sage 50 HR and Sage 50 Payroll are installed on the same computer.

Statutory leave, for example sick or maternity, does not import from Sage 50 HR to Sage 50 Payroll. This is by design. Sage 50 HR cannot calculate qualifying periods therefore data imported to Sage 50 Payroll would be incorrect and result in incorrect calculations within Sage 50 Payroll.

Cause

Resolution

Before you import

Before you import HR data into Sage 50 Payroll, we recommend that you check the following:

Organisational units	We recommend that, before import, organisational units in Sage 50 HR are named the same as the team or department in Sage 50 Payroll where the data is required to import.
Work patterns	To ensure the same absence information is available in both Sage 50 HR and Sage 50 Payroll, we recommend that the work patterns assigned to employees are set up the same in each.
Holiday scheme	Before importing holidays, check that in Sage 50 Payroll, employees have the correct holiday scheme assigned to them. If there is no scheme assigned to an employee, the holiday data is not imported, however, this is not reported in the import log.

Import HR data into Sage 50 Payroll

As the import is not reversible, before following the steps below, you must back up both your Sage 50 HR and your Sage 50 Payroll data. We also recommend that you do not import absence data into Sage 50 Payroll from Sage 50 HR.

In Sage 50 Payroll, click File then click Data Import.
Click Import Sage HR Data.

If you haven't taken a backup of your Sage 50 Payroll data, click Backup. For further information about this, please refer to article .
Click Next then select the company for which you want to import data then click Next.
From the Employees to import drop-down list, select the type of employee to import.
Select the Import Personal/Employment details check box then click Next.

We strongly recommend that you don't select the Import Absence details check box.
Select the required employees then click Next.

If you don't select employees, they are all imported.
Click Finish.
To print the SageHRImport.log file click File then click Print.
To close the SageHRImport.log file log click File then Exit.

We recommend that you now check the imported data. For further information about this, refer to the following section.

Check your data after import

In both Sage 50 Payroll and Sage 50 HR, open the same employee record and compare the following information:

Staff/Works Number
Title
Surname
Forenames
Status
Start Date
NI Number

If all of the above information is correct, repeat the checks with another pair of records. If all is correct you can continue working in Sage 50 Payroll.

If you notice any errors you can repeat the import routine and check the data a second time.

Known issues

We're aware of the following known issues when importing HR data into Sage 50 Payroll.

Statutory payments	When data is imported from Sage 50 HR to Sage 50 Payroll, statutory payments, for example, maternity pay or sick pay, cannot be calculated in Sage 50 Payroll. This is because qualifying periods cannot be calculated from the Sage 50 HR data.
No data imported	When data is imported from Sage 50 HR to Sage 50 Payroll, statutory payments, for example, maternity pay or sick pay, cannot be calculated in Sage 50 Payroll. This is because qualifying periods cannot be calculated from the Sage 50 HR data.
Organisational units	Sage 50 HR 2007 - If an organisational unit in Sage 50 HR does not have a reference specified, it is imported with a reference of 0. This causes errors in Sage 50 Payroll.
Holidays	Import of this data is intended to be a one-off snapshot of information. If the import is run again, duplicates occur. If no holiday scheme is assigned to the employee, import fails for that employee but is not reported in the import log.

Steps to duplicate