When you use Sage HR integrated with Sage 50 Payroll (Sage HR Online Services), you can have the employee's profile in both software synchronise data. This means when you make changes to a record in one of the software, it's easier to update those changes in the other software.
📎NOTE: This improved integration between Sage HR and Sage 50 Payroll requires the latest Sage 50 Payroll update to be installed.
Update changes made in Sage HR to Sage 50 Payroll
Once you install the new Sage 50 Payroll update, when you make changes to an employee's profile in Sage HR, you can transfer those changes to their record in Sage 50 Payroll.
Example of how it works.
You amend an employee's home address in Sage HR.
You go into Sage 50 Payroll and accept employee changes.
The home address in the employee's Sage 50 Payroll automatically updates.
Home addresses in Sage HR and Sage 50 Payroll are now the same.
Update changes made in Sage 50 Payroll to Sage HR
Once you install the new Sage 50 Payroll update, if you update any of the following fields in Sage 50 Payroll, those fields in Sage HR update the next time an employee's payslips are uploaded.
Forename
Surname
Date of birth
Address
Address line 1 = Street 1 in Sage HR
Address line 2 = Street 2 in Sage HR
Address line 3 = City in Sage HR
Address line 4 = State in Sage HR
Address line 5 = No corresponding field in Sage HR
📎NOTE: Always have something in the first two lines of the address in both Sage 50 Payroll and Sage HR. If the address is longer than two lines, whatever the third line is should go in the 'City' field (even if it isn't the City). If there is a fourth address line, you should enter it in the 'State' field, otherwise, leave it blank.
Postcode
Bank name, account name, account number and sort code (primary account only)
Phone number
Mobile phone number
Marital status
Country
Example of how it works.
You amend an employee's marital status in Sage 50 Payroll.
You upload the employee's payslips to Sage HR.
The marital status in the employee's Sage HR profile is the same as in Sage 50 Payroll.
📎NOTE: If you have a recipe set up to notify about changes in an employee profile, you will get notifications when fields change to match with Sage 50 Payroll after uploading payslips.