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
- Then, select Sync Employees.
Note: