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Sage 50 Payroll (UK) integration
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How do I keep employee details the same in Sage HR Online Services and Sage 50 Payroll?
How do I keep employee details the same in Sage HR Online Services and Sage 50 Payroll?

Functionality available to keep employee details in Sage HR Online Services and Sage 50 Payroll in sync (UK only).

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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.

  1. You amend an employee's home address in Sage HR.

  2. You go into Sage 50 Payroll and accept employee changes.

  3. The home address in the employee's Sage 50 Payroll automatically updates.

  4. 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)

  • Telephone number

    • Telephone = Work phone in Sage HR

  • Mobile phone number

    • Mobile = Mobile phone in Sage HR

  • Marital status

  • Country

Example of how it works.

  1. You amend an employee's marital status in Sage 50 Payroll.

  2. You upload the employee's payslips to Sage HR.

  3. 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.

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