Set up timesheet integration

It is now possible to send timesheet information you enter in Sage HR, through to Sage Payroll. This cuts out the need to manually enter figures again for your hourly paid employees. For this to work, you need the HR timesheet integration module which comes with Sage Payroll Standard and Premium. To upgrade, read Upgrade your Sage subscription.

1. Configure your employee records

You must set up employees with a Pay type. This categorises them as either Salary or Hourly paid. This syncs the correct payment information with the correct employees.

2. Configure your payments

The feature works for employees paid using Hourly payments. Therefore you will not see the same options when setting up or editing a Salary payment.

1. Select Settings from the menu bar.
2. Under Pay Run, choose Payments and deductions.
3. Select Create new payment to set up a new payment, or Edit to configure an existing Payment.
4. Under the heading HR timesheet category, select all the relevant HR tags.
    NOTE: Sage HR populates the categories. You cannot edit these within Payroll.  
   
5. Click Save.

Salary paid employees

If you have hourly overtime payments that you want to use for Salary paid employees, you must tick the Apply to salaried employees box. This will ensure that the figures pull through, even though they are not hourly paid employees.

Processing Timesheet integration