🔓 Access level in Planday: Administrator
🌐 Subscription plan: Plus, Pro, Enterprise
⏱️ Reading time: 4 min.
ℹ️ Important read: How to modify the employee form
✅ Required steps: How to create and edit employees
You want to know how to export payroll data to Sage 50 and import Payslips from Sage 50? Go to Set up Sage 50 Payroll (formatted export).
Step 1: Initial setup | |
◉ | ◎ |
⏱ 10 minutes | ⏱ 10 minutes |
Create custom fields in Planday
Important note before you begin:
The Sage 50 templates include some required fields with pre-populated values, please make sure that you have these fields created as custom fields in your Planday. The required field names and their values are listed below:
Title: Mr.; Mrs.; Miss.; Ms.; Dr.; Prof.; Sir.; The Rev.; The Hon.;
Marital Status: Single, Married, Divorced, Widowed, Civil Partnership, Other
NI Category: A, B, C, D, E, F, G, J, L, S, X;
Tax Code
Payment Frequency: Weekly, Fortnightly, Monthly
To create these custom fields in the employee form set-up in Planday, follow these steps:
Go to Settings > People > Employee form set-up.
In one of the sections, click on Add field.
Create the five custom fields and their values as dropdown: Title ; Marital status ; NI Category ; Tax Code ; Payment Frequency
Activate Sage 50 Payroll and configure its settings
To activate Sage 50 Payroll, follow these steps:
In Settings > Integrations > Overview, find the Sage 50 Payroll tile and click Set up.
Choose an employee details template: either the Employee Details template or All Employee Header Details template. Use the toggles to enable one or both reports.
Click Show details, on the right-hand side of the header to open a new window. This will allow you to configure which fields should be populated in the file.
Under Planday employee fields, you can select or change the Planday fields that should correspond to the fields in the Sage 50 template. While Planday provides default field mappings, review the list to ensure it aligns with your account. You can also remove any of the fields by selecting Blank field, in the dropdown.
Note: To restore the default field mapping suggestions, click the Reset button, at the bottom. This will revert the fields to their default settings, and you can do this whenever necessary.
To include headers, ensure the checkbox “Include headers in report” is selected.
Finally, click the Activate button.
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