When you make amendments to some details in an employee's Sage HR profile, these send across to Sage 50 Payroll. A payroll admin can then import these changes into the employee's payroll record. This makes it easy to ensure their details Sage HR and Sage 50 Payroll are the same.

• 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

After you amend an employee's details in Sage HR Online Services, these changes automatically sent across Sage 50 Payroll. You can import this into the employee's payroll record in a few easy steps.

 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 back up of your data. 
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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. 
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    NOTE: If this is grey and you can't click it, there are no updates to import.
5.  Any employees with changes available to import are listed. 
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   • To check the changes available to import for any employee, click View More for the relevant employee
      TIP: If you click View More, you can see the employee's existing details under the In Payroll column, and the details available to import under the In Update column. 
   • If required, before you import you can make changes to 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. 
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8. When the import is complete, click Finish. 
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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 were submitted by accident or you know they are 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.