The integration with Sage 50 lets you export timesheet data from Rotas and Workforce Management to Sage for payroll.
1- Activate the integration
To activate integration with Sage 50;
Click on the “Settings” tab in the main menu on the left.
Select the “Integrations” submenu
Scroll down the page to find the Sage 50 integration and click on “Activate”.
You will then be directed to the configuration page.
If you don't have the information at hand and want to come back later to complete the settings, you can always access it later by clicking on the “Settings” icon.
2- Setting up integration
📌 Caution - Please note that it is imperative to transcribe Earning codes as is (upper/lower case, accents and punctuation).
Also, make sure you always select HOURS earning codes and not periods.
2.1 Configuration
In the ''Configuration & Employee'' sections, you will need to set payroll export options, field mapping and revenue codes.
Choose the employee name format from First name - Last name or Last name - First name, depending on the format used in Sage 50
Enter Earning codes for regular and overtime hours
Press ''Submit''.
2.3 Employees
In the “Employees” section you will need to match the first and last name of all your employees.
Enter the first name as entered in Sage 50
Enter the last name as entered in Sage
Repeat this operation for all your employees and save the page.
To find out more about exporting your payroll to Sage50, please consult this article.