The Sage Payroll Export will allow you to export your payroll file in a file that is ready to be bulk uploaded into the Sage 50Cloud Payroll system.
To set up Opsyte ready to use your Sage 50Cloud Payroll Export, you will need to follow the following steps.
Setting up Employee Payroll Identifiers 👩🏻🍳
Each employee will need to have their External Payroll Identifier entered into their profile. These are the Employee References that can be found in the Employee List in Sage.
To enter the External Payroll Identifiers into Opsyte, follow these steps:
Visit the Staff List. This is in your side bar under Staff - Staff List.
Click on the Employee's name who's External Payroll Identifier you wish to enter.
Click on the Payroll tab in their profile.
Enter the Employee's Sage Employee Reference into the External Payroll Identifier box and click Save.
Setting up Pay Elements 💷
In Sage, your Pay Elements can be found by visiting Task - Company - Pay Elements
These will look something like this:
In this example, Reference Number 1 is Hourly Pay (this is the blue highlighted line).
In Opsyte, you will enter these in your company settings. You can follow the link here to do that - you will need admin permissions.
Click Create New to enter your Sage Payment References.
In our example of Hourly being Reference Number 1, this is how you would input it:
Click Save, then move on to your next Payment Reference. When you have entered all your Sage Payment References, you have finished this task.
How to Import the Opsyte Payroll Export into Sage 50Cloud Payroll 💸
Once you have Exported your Payroll File you will be able to upload it to Sage 50Cloud by following these steps.
To begin your Payroll click Task - Payroll - Reset Payments.
Then click File - Data Import - Import Sage Payroll Data
Select Employee Payments (Hours and Rates) and click Next.
You will then be prompted to upload your file.
Your data will then be bulk imported, and you can process your Payroll.