Solution Properties
Solution ID:
200427112449151
Last Modified Date:
Thu Aug 29 11:46:05 UTC 2024
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
Data import templates
Description

In Sage 50 Payroll, you can import employee information, using Comma-Separated Value (CSV) files.

 NOTE: To import timesheet details you can use your software to create a template, using timesheet entry. 

Cause
Resolution

When you create an import file to import data in to your software, we recommend you use our Excel templates. These templates include tips on what to include in each column. Compulsory fields show in blue and optional fields show in yellow.

To locate these templates: 

  1. In Sage 50 Payroll go to Help, then  About. 
  2. In the Program Details section, select the Program directory link.
  3. Double-click the CSV Templates folder.

 NOTE: If you use the Employee details import, double check your employee's tax code. Importing employee details causes the tax code to be blank

File nameThe template used to create a file, which you can import using:
All Employee Header Details File.xlsThe Employee Details option.
Assign Employee Deductions .xlsThe Assign Employee Deductions option.
Assign Employee Payments.xlsThe Assign Employee Payments option.
Company Cost Centres.xlsThe Company Cost Centres option.
Company Deduction Details.xlsThe Company Deductions option.
Company Departments.xlsThe Company Departments option.
Company Holiday Schemes.xlsThe Company Holiday Schemes option.
Company Loan Details.xlsThe Company Loans option.
Company Net Payment Details.xlsThe Company Net Payments option.
Company Payment Details.xlsThe Company Payments option.
Company Pension Schemes.xlsThe Company Pension Schemes option.
Company User Names And Access Rights.xlsThe Company User Names and Access Rights option.
Employee Address Details.xlsThe Employee Details option.
Employee Bank Details.xlsThe Employee Details option.
Employee Deductions Hours and Rates.xlsThe Employee Deductions (Hours and Rate) option.
Employee Details.xlsThe Employee Details option. This will create new employee records or update existing records.
Employee Mandatory Details.xlsThe Employee Details. This template imports only the fields that are compulsory for setting up a new employee record.
Employee Payment Hours and Rates.xlsThe Employee Payments (Hours and Rates) option.
Employee Statutory Payments YTD Values.xlsTo import employee statutory payments YTD values, you must use the Employee year to date figures option in Data Import.
Employee Tax and NI YTD Values.xlsTo import tax and national insurance (NI) YTD values, you must use the Employee year to date values option in Data Import.
Employee YTD Values.xlsThe Employee Year to Date Figures option.
Steps to duplicate
Related Solutions