When anyone changes an employee's details in their Sage HR profile, the changes are available to import in Sage 50 Payroll.

A payroll admin can then import these changes into the employee's payroll record. This makes it easy to ensure employees' details are the same between Sage HR and Sage 50 Payroll.

• Surname 
• Forename
• Marital status
• Address Line 1
• Address Line 2
• Address Line 3
• Address Line 4
• Personal Telephone Number
• Mobile Telephone Number
• Primary Bank Account Name
• Primary Bank Sort Code
• Primary Bank Account Number
• Primary Bank Name

Follow the steps below to import changes to employee details from Sage HR to Sage 50 Payroll.

 NOTE: You can't import a change to the employee's email address, as this is also their username to log in. 

1. Click Payroll, then Import Employee Data.
2. When prompted, click Yes to take a backup of your data.
3. Allow a few seconds for your software to check for data to import.
4. In the Employee Updates tile, click Employee updates to import.
    NOTE: If this is grey and you can't click it, there aren't any updates for you to import.
5.  Any employees with changes you can import are on this list. 
   ▼View screenshot

   
   • To check the changes available to import for any employee, click View More for the relevant employee
      TIP: If you click View More, their existing details are under the In Payroll column. The details available to import are under the In Update column. 
   • If required, before you import you can change fields under the In Update column. Any changes you make here upload to Sage HR Online Services when you import
   • Click OK to return to the list of employees to import
6. Select the checkbox to the left of any employee you want to import.
7. Click Import then click Yes.
8. A message confirms how many records you updated during the import, click Print if required, or Finish to close this message.
9. Click Cancel, then Close.

Reject employee details

You can reject any employee details that you don't want to import. For example, if they're incorrect.

Browse to the list of employees with details available to import. Select the checkbox to the left of any employee details you need to reject. Check you've selected only the employees you'd like to reject and click Reject data then click Yes.