You can complete a template to import employee details into Sage HR Online Services. We recommend to do this if you want to add any employee details additional to their first name, last name, email address and start date. You may find this quicker than entering details manually.

 CAUTION: If you're using the Import template to update details of employees that already exist in Sage HR, the email address must match. If it doesn't, a new duplicate employee profile will be created.

Step 1 - Prepare your import template

 TIP: Alternatively, if you already have additional details entered in an employee's record in Sage 50 Payroll, it is possible to export details from Sage 50 Payroll, which you can then import.

1. Log in to Sage HR Online Services.

2. On the main menu, click Company, then click Directory, then click Import.
   
   

   

   
   

3. Click Download template.

4. In your Downloads folder locate and open the Sage HR Import Template Excel file.
5. Enter your employee details in each of the data fields.
6. Once complete, save the changes.

If everything is correct, you can now import data using this completed template.

Step 2 - Import employee details

1. On the main menu, click Company, then click Directory, then click Import.

   
   

2. Click Select file and locate and select your Excel import file, then click Open.
   
   
   
    TIP: If you have the Sage HR Leave Management module, you also have an option at this point to assign all employees listed in the import file to the relevant time off policies. This is useful if they will all be in the same time off policy. You can assign them to time off policies later if you wish. 
   

3. Once done, click Import.

4. Allow time for your employee details to show in Sage HR Online Services.

NOTE: If you're using this import to add employees to Sage HR Online Services, employees won't receive a welcome email until you use the resend welcome email option. We advise you do this after you've finished setting them up. 

Step 3 - Check your imported data

1. On the main menu, click Reports, then Employee Data.

2. Click Custom reports, then click New.

3. In the title enter Employee data.
   
   

   

   
   

4. Select the fields to include in this report.

5. Scroll down and click Save.

6. Check the details of your employees are correct.
   
   CAUTION: Please make sure the email address is correct, otherwise the employee won't be able to log in.

 NOTE: If you spot a mistake or spelling mistake, you should correct it at this stage. Click the first name of the relevant employee, correct the relevant information then, click Save.

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