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)

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)

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.

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)

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 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

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

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

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

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

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

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

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

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'.