Once you have downloaded and completed your import template, you can import this data into Sage HR.
📎NOTE: If you have Sage 50cloud Payroll integrated with Sage HR to upload payslips to Sage HR you can only import additional details this way. Additional details are anything other than: First name, last name, email address and start date.
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. This is useful if they will all be in the same time off policy. You can assign them later if you wish. Read more >Once done, click Import.
Allow time for your employee details to show in Sage HR.
📎NOTE: Employees aren’t invited at this stage. You only send out welcome emails to your employees once you have set everything up.
Check your imported data
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.
⚠️CAUTION: Please make sure especially that the email address is correct.
📌TIP: Use our Sage HR Employee Import Checklist - Read more >
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.
Next steps
If you're setting up Sage HR for the first time, once you've added all your existing employees you're ready to set up the Core HR module.