In Sage HR Online Services there are employee details that you can manually amend, but there are some locked fields that you can't. Examples of locked fields include an employee's start date or date of birth. To update these details we recommend you amend them in Sage 50 Payroll, then upload the employee's payslips. 

If uploading payslips doesn't work to update these amended locked fields, you can use an import template to reimport their amended details.

Let's run through how to do this below.

Step 1 - Download the import template

1. On the main menu in Sage HR Online Services, click Company, then Directory.
2. Click Import.
   
   
   
   
3. Click the Download template link.
   
   
   
   
4. In your Downloads folder locate and open the Sage HR Import Template Excel file.
   
   TIP: There are some fake employees already listed in this template. These are just to give examples of what should be entered.
   
   
5. Re-enter your employee details in each of the relevant data field columns. Don't edit the format of the import file, only enter data in the relevant fields.
   
   CAUTION: If you use the Sage HR modules such as Core HR and Leave Management, you must make sure all relevant fields are filled in. For example, if the employee currently has an Employment status, but you leave the Employment status column blank in the template, when you re-import the employee their employment status is removed.
   
   NOTE: You can leave the employee's password blank, as they will already have one set up. 
   
   
6. Remove the fake employees.
7. Once complete, double-check the details, then save the changes and close the document.
   
   

Step 2 - Re-import the employee

1. On the main menu, click Company, then click Directory, then click Import.
   
   
   
   
2. Click Select file.
   
   
   
   
3. Locate and select your Excel import file, then click Open.
4. Once done, click Import.
5. Allow time for your employee details to show in Sage HR Online Services.

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