If you use Sage HR integrated with Sage Payroll UK (formerly Sage Business Cloud Payroll), you can have approved timesheets in Sage HR transfer across into payroll to help process a pay run.
📌TIP: For more information on how to set up and use the Timesheets module, visit the Timesheets collection in the Sage HR knowledgebase.
How does the integration work?
Once employees' timesheets are approved, the dates showing on the timesheet will be posted against the same pay period on the pay run in Sage Payroll.
Who can use this integration?
Use of this integration is for customers that meet all of the following criteria:
Have a Sage HR company integrated with Sage Payroll UK
Subscribe to the Sage HR Timesheets module
Businesses that don't pay in arrears
📎NOTE: We recommend also subscribing to the Core HR module. The integration will still work without the Core HR module, but you may come across issues that can only be resolved by editing working patterns.
How do I set up the integration?
If you have a Sage HR company integrated with Sage Payroll, and you have the Timesheets module, there are some steps you need to take to make the integration work.
Sage Payroll
In Sage Payroll, you need to:
Set a pay type in your employee records
Configure hourly payments
Sage HR
Timesheets integration will only be sent across from Sage HR to Sage Payroll if you set up overtime tracking settings to count overtime for each day individually.
Use the following guides for more information on overtime settings:
Can I edit timesheets after they're in payroll?
If you need to make changes to a timesheet that's been approved, you can make changes to it. The amendments will then transfer across to payroll.
Manually edit the HR approved figure
If you try to over-type a figure that has been sync'd from HR, you will be prompted with a warning message. You're required to click I understand before you can continue.
📎NOTE: If you do continue, be aware that for this period:
The payment type is no longer associated with HR
Any changes to that employee and payment type in HR, will no longer sync to Payroll
You must manually update HR if you have updated payroll
The link will be re-established once you process the payroll for that period
The tag next to the payment will also be updated to Pay values edited in Payroll.
Useful resources
Sage HR
Sage Payroll