Once you have downloaded and completed your import template, you can import this data into Sage HR.
Step 1 - Download and complete import template
If you haven't already, download and complete your import template. This is what you need to complete the next step.
Step 2 - Select Import file to import
When your import file is ready, you can import it.
On the main menu, click Company, then click Directory, then click Import.
Click Select file and locate and select your Excel import file, then click Open.
📎NOTE: If you have the Leave Management module, you also have an option at this point to assign all employees listed in the import file to the relevant time off policies.
Once done, click Import.
Allow time for your employee details to show in Sage HR.
Step 3 - Check your imported data
After the import is complete, you need to check the details you've imported are correct.
On the main menu, click Reports, then Employee Data.
Click Custom reports, then click New.
In the title enter Employee data.
Select the fields to include in this report.
Scroll down and click Save.
Check the details of your employees are correct.
Step 4 - Correct any mistakes
If you spot a mistake or spelling mistake, you should correct it at this stage:
Click the first name of the relevant employee.
Correct the relevant information in their profile then, click Save.
Finish setting up the employee
If you've already set up your company, you should finish setting up the employee for anything that wasn't included in the import template.
Send welcome email to employee(s)
When the employee is fully set up in Sage HR, send them their welcome email to set up their access to Sage HR.