Skip to content
All help guides

For managers and administrators

Maintain pay details and Sage references

Check the employee details used for rota costs and payroll exports.

3 min read

Check employee pay and references

  1. Step 1: An authorised company administrator can open the employee in Settings → Company and review the account and payroll details.
  2. Step 2: Check the compensation information used for planning costs and any date-of-birth details relevant to the configured rate.
  3. Step 3: Enter or check the Sage payroll employee reference for people included in Sage exports. Keep it consistent with your payroll system.
  4. Step 4: Review rota cost estimates after changing pay details. Ask your payroll team to confirm the rates your workplace should use.

Import Sage employee references

  1. Step 1: Use Import Sage employees in the company area and upload the supported Sage employee export.
  2. Step 2: Review the preview and employee matches before confirming updates. Resolve missing or ambiguous matches first.
  3. Step 3: Confirm the reference updates, then check the affected employee profiles and payroll export readiness.

What this import does

The Sage employee import updates payroll references on matched existing employees. It does not create a new team or replace employee access, roles and pay setup. Timesheet export is a separate step.