If you use Sage HR integrated with Sage 50 Payroll, there are three different ways you can update and employee's details.
Edit manually in Sage HR
Import details or changes into Sage HR via CSV template
Amend in Sage 50 Payroll, then upload payslips
Which update option you can use 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 or by using the Sage HR import template.
For example, to change a first and last name, you can't edit it manually in Sage HR, but you can use an import template or change it in Sage 50 Payroll and upload payslips to update it.
For more information on which employee details you can edit manually, read our Sage 50 Payroll guide below.
Queries this guide answers
Queries this guide answers
Update name
Change name
Update start date
Change start date
Amend details
Update details
Employee details
Employee changes
Employee information
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