Import all your employees’ information in one sweep! In this video, I’ll show you how to efficiently handle importing a large number of employees into Sage Business Cloud Payroll, saving you from typing endless rows of data, reducing errors, and ensuring a smooth and stress-free payroll setup.
I’ll guide you step-by-step through creating an import template, populating it with employee details, and uploading it to Sage Business Cloud Payroll. Whether you’re a payroll administrator or a business owner, this guide simplifies the process, making payroll setup easier than ever!
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About:
This video covers everything you need to know for importing employee details into Sage Business Cloud Payroll, including:
📋 Creating an import template directly in Sage Business Cloud Payroll
✏️ Formatting and preparing employee data for a seamless upload
📤 Copying key information like employee details, addresses, and tax data into the template
✅ Validating your import file and fixing common errors
📂 Importing employee details step-by-step and verifying the results
⚙️ Resolving validation issues, including missing data or formatting problems
💡 Bonus tip: Clearing up common validation errors in Sage Payroll
By the end of this video, you’ll have a clear understanding of how to efficiently import employee details into Sage Business Cloud Payroll, saving time and minimizing errors. Whether you’re new to Sage Payroll or need guidance for large-scale imports, this guide has you covered for a smooth and hassle-free process.
⏰ 👇 Chapters & Timestamps 👇⏰
0:00 - Introduction: When should you import employee details? Starting in Sage Business Cloud Payroll to bring in essential employee information.
0:45 - Tip: Why you should create an import template first.
1:40 - Getting Started: Creating the import template.
6:50 - Overview: Import template layout and an essential tip.
7:57 - Guide: Copying employee details into the template.
8:27 - Details: Copying employee code, title, initials, names, and important dates into the template.
11:50 - Details: Copying employee ID numbers, passport numbers, and passport countries.
13:02 - Details: Copying asylum seeker and refugee details.
13:53 - Details: Copying residential and work address details into the template.
16:43 - Details: Copying employee contact details.
19:40 - Details: Copying job titles, income tax numbers, and SIC codes.
20:46 - Details: Copying employee status.
21:06 - Details: Copying IRP5 start dates, working hours per day, days per week, and salaries.
23:03 - Importing: Employee details into Sage Business Cloud Payroll using Data Take-On.
23:57 - Validation Errors: Dealing with a failed import and correcting issues.
26:33 - Retry: Importing the corrected file successfully.
27:00 - Final Steps: Verifying and processing the import file.
29:17 - Results: Viewing import results under Employee Details in Sage Business Cloud Payroll.
29:26 - Bonus Tip: Clearing a common validation issue in the payroll software.
30:21 - Next Video: Importing employees’ financial figures.
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⚖️ Disclaimer:
This video is for informational purposes only and is not intended as legal, tax, or financial advice. The steps and procedures shared are based on Sage Business Cloud Payroll as of the video’s recording. Always consult a qualified payroll professional for personalized advice or when dealing with complex payroll setups. The Fun Accountant does not take responsibility for any issues arising from the application of this information without professional guidance.
