Employee Sync Settings

Related topics

On the Employee Sync Settings window during setup, you can choose how and when you want to synchronize employee records.

Tip: For both options, a summary of changes is displayed when the sync is complete. The summary also indicates any errors that may have occurred.

Important! Any information entered in an employee's record in Sage HR that also exists in Sage 50 will overwrite the information in Sage 50 during a sync.

You have the following options:

Option	Description
Automatically update Sage 50 employee records with information from Sage HR.	If you are working in Sage 50 and add employees or change existing employee records, the information is automatically uploaded to Sage HR. Also, new employees or changes to existing records in Sage HR are automatically downloaded to Sage 50.
Manually sync and update Sage 50 employee information.	You decide when to sync employee information. If you are working in Sage 50 and add employees or change existing employee records, the information is uploaded to Sage HR. Also, new employees or changes to existing records in Sage HR are downloaded to Sage 50.

To manually sync employee information

From the File menu, select Sage HR.1 2
Then, select Sync Employees.
Note: If the administrator (sysadmin) or another user with Sage HR rights syncs the employee records for the first time, Sage HR sends a welcome email to each employee. You can also find this option on the Employees & Payroll tab under the Online Payslips icon. After you sync the employee records, you have to send welcome emails from Sage HR.

In the Sync Employees window you will find two tabs: 3

Employees NOT synced with Sage HR - shows all active employees in Payroll; their email addresses; personal details and sync status.

Important! Email addresses are mandatory for syncing employees with Sage HR. You will see an error message if the email column is blank or incorrect.

Note: In rare cases where a Sage 300 company has both US Payroll (UP) and Canadian Payroll (CP) active, the screen will display all active employees from both Payroll versions. In this case there will an Application column that will indicate which application the employee record came from.

Employees Synced with Sage HR- shows employees that have been synced or those selected for syncing with Sage HR.

To sync employee information

Go to the Employees NOT synced with Sage HR page.-

In this page you will find a list of all active and terminated employees
To include inactive and terminated employees in the list select the appropriate check box.

Select the employee you want to sync.

When you double click the row of the employee you wish to sync, a Yes or No toggle will appear.
Turn it to Yes, to select the employee for syncing with Sage HR.

Note: You can also invite selected employees to register for access to their information and payslips. You can do this by double clicking the Send Invite column and turning the toggle button to Yes

To begin syncing to Sage HR, click the Add Selected Employees to Sync List button.

This process will move all the selected employees to the “Employees Synced with Sage HR” page, and start the syncing process in the background.

Once you have made changes in the list synced employees, click Download Employee changes from Sage HR

This process will trigger the downloading of information from Sage HR.

To turn off syncing

Go to the Employees Synced with Sage HR page.
Select the employees you want to remove.
Click the Remove Selected Employees from the sync list.
A pop-up window appears, asking to either Keep Employee Data in Sage HRor Purge Employee data from Sage HR.

Important! Any information entered in an employee's record in Sage HR that also exists in Sage 300 will overwrite the information in Sage 300 during a sync.