When you terminate an employee in Sage HR Online Services, if their profile was linked to their employee record in Sage 50 Payroll, their leaver information is automatically sent across to Sage 50 Payroll. You have the option to import the employee leave date rather than enter it manually.

We explain in the steps below how to import this leaver information into Sage 50 Payroll.

 NOTE: You can't import leavers information from Sage 50 Payroll into Sage HR Online Services. If you process an employee as leaver in Sage 50 Payroll first, just terminate them in Sage HR Online Services, matching their termination date with their leave date.

Before you start

You can only import leaver information after you terminate the employee in Sage HR Online Services.

Import leaver information 

1. Open Sage 50 Payroll.
2. Under Tasks click Import Employee Data.
3. You are prompted to take a backup, we strongly recommend you do this before continuing on. To take a backup, click Yes.
4. In Sage 50 Payroll the software communicates with Sage HR Online Services to look for any starter or leaver information.
   If there is no Leavers information to import the Leavers box says Up to Date!
   
   If there is information to import, the bottom of the Starters box says Leavers to Import.
   
   
   
   
5. To begin the import for the leavers information, in the Leavers box click Leavers to Import.
6. This shows a list of all the Leavers ready to be imported.
7. In this list you can apply filters and search in it , as well as click on the printer icon to print this list if required
8. If you click on the chevron on the employee, this opens up the information for that leaver.
   
   
   
   You can make any amendments to the information here before you import them.
   
   
9. To import the employee select the check box next to their name. Alternatively select the check box at the top next to where it says Surname to select all the employees listed.
10. Click Import.
    
    If you want to permanently remove employees listed and not import them, click Reject data.
    
    
11. You are asked to confirm you want to continue, click Yes, then click Finish.
12. Close the Import: Leavers window. The Leavers box now says Up to Date!
13. Click Close.
14. The employee(s) is now listed in your payroll with a current status of Leaver.
    
    If you open their record, on the Employment tab you can see their leave date.