1. Download the Sage HR Import report >
2. Browse to where you want to save it, for example, the Windows desktop.
3. Click Save.
4. Locate and right-click the saved report file, then click Copy.
5. In Sage 50 Payroll, click Help, then About and click Program Details.
6. Click the path to the Reports directory.
7. Double-click UserDef.
8. Right click, then click Paste.
9. Close the window.

TIP:  If you're prompted to save the file, make a note of the file name.

Depending on your web browser, the file may automatically download to your Downloads folder. In most browsers, you can view your downloads by pressing Ctrl+J on your keyboard.

Step 2 - Exclude leavers

1. In Sage 50 Payroll, click Employee.
2. Click Criteria and select Current Year Leavers and Historical Leavers.
3. Click OK.

Step 3 - Run the Sage HR import report

1. In Sage 50 Payroll, click Employee.
2. To select all of your employees, click Swap.
3. Click Reports, then click UserDef.
4. Click Sage HR Import report then click Export.
5. Click Export and browse to where you want to save. For example, the Windows desktop.
6. Select Excel Files (*.xlsx) from the Save as type drop-down list.
7. Click Save.

Step 4 - Check the information in the Excel file

• Ensure there's no employee data in Row 2 - Sage HR only recognises information from Row 3 onward. If there's employee data in Row 2, insert a blank row
• Capitalisation in email addresses - Sage HR is case-sensitive, so if there are any capital letters in any email addresses, amend them to lower case
• Check the date and phone number fields - Sometimes the format of a cell changes, so check that these fields are still correct

Step 5 - Import data into Sage HR Online Services