If you use Sage HR integrated with Sage 50 Payroll, how you update your employee details in Sage HR depends on what field it is and whether the employee profile is linked to a record in Sage 50 Payroll.
There are some details you can amend in Sage HR, but some you can only amend via Sage 50 Payroll.
Click an option below for the steps to amend that employee information.
Forename (First name)
Forename (First name)
This is a locked field, so you can't amend it directly from within Sage HR Online Services.
Amend the name in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
📎NOTE: If the employee profile isn't linked to an employee record in Sage 50 Payroll, you can re-import the correct information instead. Alternatively, delete the employee profile and set them up again with the correct details.
Surname (Last name)
Surname (Last name)
This is a locked field, so you can't amend it directly from within Sage HR Online Services.
Amend the name in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
📎NOTE: If the employee profile isn't linked to an employee record in Sage 50 Payroll, you can re-import the correct information instead. Alternatively, delete the employee profile and set them up again with the correct details.
Start date
Start date
This is a locked field, so you can't amend it directly from within Sage HR Online Services.
Amend the name in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
📌TIP: If uploading payslips doesn't update the start date, you can re-import it instead.
Email address (Work email)
Email address (Work email)
This is a locked field, so you can't amend it directly from within Sage HR Online Services.
There are specific steps to change an employee's email address. To see these steps use our guide, Change an employee's email address.
Bank details
Bank details
Bank name
Account name
Account number
Sort code
Add or amend bank details within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in the Bank accounts tab within their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the bank details in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
📎NOTE: This only updates the primary account.
Address
Address
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the address in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
CSV import template
You can complete an import template, then import these details into Sage HR.
Postcode
Postcode
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the postcode in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
CSV import template
You can complete an import template, then import these details into Sage HR.
Phone number
Phone number
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the phone number in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
CSV import template
You can complete an import template, then import these details into Sage HR.
Mobile phone number
Mobile phone number
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the mobile phone number in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
CSV import template
You can complete an import template, then import these details into Sage HR.
Marital status
Marital status
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the marital status in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
CSV import template
You can complete an import template, then import these details into Sage HR.
Country
Country
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
Update details in Sage 50 Payroll then upload payslips
Amend the country in Sage 50 Payroll.
The next time you upload their latest payslip, these details update in Sage HR Online Services.
CSV import template
You can complete an import template, then import these details into Sage HR.
Other details
Other details
Add or amend within Sage HR
You can log in to Sage HR, go to the employee's profile, then add or amend directly in their profile.
📌TIP: Changes you make in Sage HR you can easily import over to Sage 50 Payroll.
CSV import template
You can complete an import template, then import these additional details into Sage HR.
Related guides
Queries this guide answer
Queries this guide answer
Below are some common questions and searches which are answered by this guide.
'How to amend employee's start date'.
'Change employee's name'.
How do change an employee's email address?'
'Employee's start date is incorrect'.
'Employee's name is wrong'.