Once you activate your account in the Sage Employee Benefits portal, you can export your employee details from Sage 50 Payroll by running the Employee Details for Benefits Export report.

You can easily export the following information from Sage 50 Payroll:

• Employee title
• Forenames and surname
• Email address
• Start date
• Date of birth

Follow the steps below to export your data, ready to import to SEB.

Exclude leavers

Before you run the report, you should exclude any employees who've left your company:

1. Click Criteria.
2. Select Current Year Leavers and Historical Leavers.
3. Click OK.

Any employees who are leavers are now excluded from the employee list.

Export your employee details

1. To select all of your employees, click Swap.
    NOTE: Or if you prefer, select the individual employees on your employee list.
2. Click Reports, then click Employee.
3. Click Employee Details for Benefits Export, then Preview.
4. Click Export and browse to where you want to save it.
5. Select CSV Files (*.csv) from the Save as type drop-down list.
6. Click Save.

Upload employees

1. Go to https://www.sageemployeebenefits.co.uk/engagementhub.
2. Enter your SEB email address and password.
3. Click Login.
4. In Option 3, click the Select button.
5. Click Upload File and browse to the Sage Employee Benefits.CSV file.
6. Click Open.
    NOTE: The file is checked at this point to ensure it's in the correct format. If not, a message appears.
7. Click Next Step and review the details.

In future, if there are any changes to your existing employee details, such as a change of name or email address or you take on any new employees, you should export your employees again from your payroll software and upload them.

Need further help?

If you need help using the options in the Sage Employee Benefits hub please contact our Sage Employee Benefits team on 0333 4000 850 or email [email protected]

[BCB:72:Sales - Sage HR:ECB]