Information you can import into Sage 50 Payroll
Description

You can use data import option in Sage 50 Payroll to import the following information using Comma Separated Value (CSV) files. As well as the standard import options, in Sage 50 Payroll you can import data from Microsoft Excel .XLS files or .CSV files using the Advance Data Import wizard.

Cause
Resolution
Employee DetailsEmployee details can be imported, to create new employee records and update existing records.
Employee Year to Date FiguresEmployee year to date figures can be imported into existing employee records.
Assign Employee DeductionsDeduction including hours, rates and whether the deduction is set to In Use can be imported directly into employees' records.  This import only works to assign new deductions to an employee, it can't be used to update hours or rates for existing elements in the employee record.
Assign Employee PaymentsPayments including hours, rates and whether the payment is set to In Use can be imported directly into employees' records.  This import only works to assign new payments to an employee, it can't be used to update hours or rates for existing elements in the employee record.
Company Cost CentresCost centres can be imported at a company level.
Company DeductionsDeductions can be imported at a company level.
Company DepartmentsDepartments can be imported at a company level.
Company Holiday SchemesHoliday schemes can be imported at a company level.
Company Loan DetailsLoans can be imported at a company level.
Company Net PaymentsNet payments can be imported at a company level.
Company PaymentsPayments can be imported at a company level.
Company Pension SchemesPension schemes can be imported at a company level.
Company User Names and Access RightsUser names and their related access rights can be imported. Passwords aren't imported as part of the routine and therefore must be reset.

NOTE: The user name Manager can't be imported. If you try to import a user name of Manager the import fails. Any other user names on the template are still imported.

Employee Deductions (Hours and Rates)Employee deduction information can be imported for existing employees.  This import only updates the hours and/or rates in enter payments.  It does NOT update the hours/rates in the employee record.
Employee Payments (Hours and Rates)

Employee payment information can be imported for existing employees. This import only updates the hours and/or rates in enter payments.  It does NOT update the hours/rates in the employee record.

NOTE: This import routine can't be used for factor payments as it imports hours and rates only.

Timesheet DeductionsEmployee deductions can be imported into the TimeSheet Entry window.
Timesheet PaymentsEmployee payments information can be imported into the TimeSheet Entry window.


For help importing the data into Sage 50 Payroll, you can view our help guide.  Read more >


[BCB:134:Limitless - 50 Payroll - Import / Export:ECB]


 



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