Manage Syncing for Employee Records

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About employee sync settings

Set up Sage HR

About Sage HR

You can sync individual employee records from the Employee Record window or multiple employee records from the Manage records synced with Sage HR window. 1

  • The company needs to be connected to Sage HR.
  • You need to have sufficient rights to manage records synced with Sage HR.
  • Employees need a Work Email in their employee record in Sage 50.

To sync an individual employee record

  1. Open the Employee Records window.
  2. Find the employee who should have access to Sage HR.
  3. Select the Work Details tab.
  4. Make sure the employee has an email address in the Work Email field.

    Note: If employees use a personal email address, make sure there is a Personal Email on the Personal tab in their respective record. Then select Same as Personal Email.

  5. Select Sync with Sage HR.
  6. Click Save and Close.

Important! If you sync an individual record from the Employee Record window, you have the option of sending the employee an invitation to Sage HR. You can also send the invitation from Sage HR.

To sync multiple employee records

  1. Open the Manage records synced with Sage HR window by choosing Sage HR > Manage Records Synced with Sage HR.... from the File menu.
  2. Select the Employees NOT synced with Sage HR tab.
  3. Select the employees that should be synced with Sage HR.
  4. Click Turn on sync.
  5. Close the window when finished.

To turn off sync for one or more records

  1. Open the Manage records synced with Sage HR window by choosing Sage HR > Manage Records Synced with Sage HR.... from the File menu.
  2. Select the Employees synced with Sage HR tab.
  3. Select the employees that should no longer be synced with Sage HR.
  4. Click Turn off sync.

    Note: You can also turn off sync in an employee's record by clearing the Sync with Sage HR check box.

  5. Close the window when finished.