When you terminate an employee in Sage HR Online Services you have the option to send the leaver information across to import into Sage 50cloud Payroll.
We'll explain how to do this in the steps below.
Before you start
To check which version of Sage HR Online Services you are using - Read more >
Export leaver information from Sage HR Online Services
In Sage HR Online Services, you would follow the steps on how to terminate an employee - Read more >
Once terminated, if the employee profile in Sage HR Online Services is linked to their record in Sage 50cloud Payroll, their leaver information automatically sends across to Sage 50cloud Payroll for you to import.
For steps on how to import this transferred information into Sage 50cloud Payroll, move on to the next section.
Import leaver information into Sage 50cloud Payroll
Once you have terminated the employee in Sage HR Online Services, open Sage 50cloud Payroll.
Under Tasks click Import Employee Data.
You are prompted to take a backup, we strongly recommend you do this before continuing on. To take a backup, click Yes.
In Sage 50cloud Payroll the software communicates with Sage HR Online Services to look for any starter or leaver information.
If there is no Leavers information to import the Leavers box says Up to Date!
If there is information to import, the bottom of the Starters box says Leavers to Import.
To begin the import for the leavers information, in the Leavers box click Leavers to Import.
This shows a list of all the Leavers ready to be imported.
In this list you can apply filters and search in it , as well as click on the printer icon to print this list if required
If you click on the chevron on the employee, this opens up the information for that leaver.
You can make any amendments to the information here before you import them.
To import the employee select the check box next to their name. Alternatively select the check box at the top next to where it says Surname to select all the employees listed.
If you want to permanently remove employees listed and not import them, click Reject data.
You are asked to confirm you want to continue, click Yes, then click Finish.
Close the Import: Leavers window. The Leavers box now says Up to Date!
The employee(s) is now listed in your payroll with a current status of Leaver.
If you open their record, on the Employment tab you can see their leave date.