Information you can import to Sage 50 Payroll
Description

The Data Import option allows you to import information using Comma-Separated Value (CSV) files.

Also, the Advanced Data Import wizard lets you import of data from Microsoft Excel (.XLS) files or .CSV files.


Import templates

Sage 50 Payroll allows you to import the 

Data category Further information
Employee Details Import employee details to create new employee records and update existing records.
Employee Year to Date Figures Import employee year to date figures into existing employee records.
Assign Employee Deductions Import deductions including hours, rates and whether the deduction is in use, directly into employees' records. This import only works to assign new deductions to an employee. You can't use it to update hours or rates for existing elements in the employee record.
Assign Employee Payments Import payments, including hours, rates and whether the payment is in use, directly into employees' records. This import only works to assign new payments to an employee. It doesn't update hours or rates for existing elements in the employee record.
Company Cost Centres Import cost centres at a company level.
Company Deductions Import deductions at a company level.
Company Departments Import departments at a company level.
Company Holiday Schemes Import holiday schemes at a company level.
Company Loan Details Import loans at a company level.
Company Net Payments Import net payments at a company level.
Company Payments Import payments at a company level.
Company Pension Schemes Import pension schemes at a company level.
Company User Names and Access Rights

Import user names and their related access rights. Passwords don't import as part of the routine and you must reset instead.

NOTE:

You can't import the user name Manager, as it always already exists. If you try, only other user names on the template import.

Employee Deductions (Hours and Rates) You can import employee deduction information for existing employees. This import only updates the hours and/or rates in enter payments.  It doesn't update the hours/rates in the employee record.
Employee Payments (Hours and Rates)

You can import employee payment information for existing employees. This import only updates the hours and/or rates in enter payments. It doesn't update the hours/rates in the employee record.

NOTE:

You can't use this import option for factored payments. Sage 50 Payroll can only import hours worked, or rates per hour.

Timesheet Deductions Import employee deductions into the TimeSheet Entry window.
Timesheet Payments Import employee payments information into the TimeSheet Entry window.

Useful links

For help with importing the data into Sage 50 Payroll, view our Data Import option article.

Your software includes data import templates for the categories in the table above. To find out more, visit the data import templates article. 


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