When an employee changes their bank account details in their Sage HR profile, these changes don't go live until an admin approves the changes. 

How do I approve the changes?

An admin will receive an email notifying them that someone has changed an employee's bank account details within their Sage HR profile. This email tells them who made the changes and for which employee.

The admin also receives a dashboard notification in Sage HR for them to review the bank details changes where they can then approve or decline these changes. We recommend an admin double-check with the employee before they approve these changes.

Once the bank account changes are approved, the details are then updated in the employee's Sage HR profile.

Who can approve these changes?

Any admin selected under 'Review bank account changes' within Admin settings can approve bank account changes.

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Do bank details automatically update in Sage 50 Payroll?

Once bank account changes are approved by an admin these changes appear in 'Import Employee Data' within Sage 50 Payroll. This allows a payroll admin to import these bank account details into the employee's record in payroll. The details aren't updated in payroll until this import is done.

For more information, visit our guide, Import employee detail changes from Sage HR Online Services to Sage 50 Payroll.

 TIP: If your payroll admin isn't an admin in Sage HR, they won't receive a notification about the changes. Therefore we recommend you make them aware of the approved changes so they can import the changes before they process the next payroll.

What happens if bank details are updated via Sage 50 Payroll?

A payroll admin can manually update the bank account details within an employee's record in Sage 50 Payroll and then upload payslips to update them in Sage HR. When this happens a Sage HR admin receives a notification that the bank details have been changed by the payroll admin for the relevant employee. No approval is required.