Once all timesheets have been approved, you can export your data directly to Sage 50.
IMPORTANT: Please note that we cannot export transactions to time banks in Sage. This is a limitation imposed by the integration format (hours cannot be deducted). You must therefore manage time banks in Sage and not in Rotas and Workforce Management, if you have one.
To do so, simply follow the steps in this article.
1- Finalise your pay period
To avoid errors, we always suggest that you finalise your pay period.
To do so:
Click on the pay period status to the right of the date
Change the status to "Finalised"
Click Save
2- Export the file to Rotas and Workforce Management
Once you've finalised your pay period, simply export the file and save it.
To do so, simply:
4. Click on "Export Pay Period" in the top right-hand corner.
5. Select "Sage 50 Payroll"
6. Click on "Export"
Finish by saving the file on your computer.
3- Import the file into Sage 50
To import the file into Sage 50, follow these steps :
Go to "File"
Select "Import/Export"
Choose the option "Import timesheets".
A timesheet import wizard window will open to select the file you had previously saved.
On page 3 ''Data format'' , make sure you select the following options;
Separators: " Each field is separated by a comma. Decimals are indicated by a dot " and
Format: Date = yyyy-MM-dd and time = numeric
On page 4, you will have the opportunity to correct any fields that have not been set up in Sage 50, if applicable, and complete the import.
To complete payroll processing following timesheet import;
Click on "Serial Payroll Cheques" in the main menu
Click on the "Payroll" tab in the options at the top of the page
Click on "Add timesheet and timesheet hours" in the drop-down menu
Choose the dates of the pay period you are importing
Click on "Ok"
The hours will then be added and you can finish processing your payroll as usual.