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Transferring data from Sage to IRIS Bureau Payroll

Notes:

The import procedure will transfer employee information only. You will have to configure the

company before importing the data.

This process has been written using Sage Payroll 50 2011. Sage Payroll Professional may

have different steps but the exported information should be able to be imported into IRIS

Bureau Payroll.

What is transferred:

Works number / employee code Forename (will fail if they have 2 forenames) Surname Address 1 Address 2 Address 3 Address 4 Post Code Telephone number Email Address Date of Birth Date Started Date of Leaving NI Table Letter NI Number Job title Title Department Employees NI (To Date) Employers NI (To Date) Net Pay (To Date) NI Earnings 1a (To Date) NI Earnings 1b (To Date)

NI Earnings 1c (To Date) NI Earnings 1d (To Date) Previous Employment Gross Previous Employment Tax Payment Period SAP Paid (To Date) SMP Paid (To Date) OSPP Paid (To Date) SSP Paid (To Date) Tax code Week 1 / Month 1 Flag Gross Taxable Pay (To Date) Tax Paid (To Date) Gross NI (To Date) Bank Account Name Bank Account Number Bank Sort Code Bank Name Bank Branch Roll Number BACS Reference Student Loan (To Date)

What is not transferred:

The formats exported from Sage are incompatible with IRIS Bureau Payroll

Company configuration / details Online Filing details / configuration Previous years/ historic information Breakdown of current year payroll (only the year to dates) Employees Pay rates Employees Additions / Deductions Additional Statutory Paternity Pay (To Date)

Director Details Marital status SSP Days Taken Student Loan Indicator Employee Attachments Employees Pensions Costing Information Payment Method

Sex

Before you begin (IRIS Bureau Payroll):

• Please ensure you have installed and registered IRIS Bureau Payroll

• The company needs to be created within IRIS Bureau Payroll

• The Payroll Calendar needs to be configured within IRIS Bureau Payroll

Before you begin (Sage):

• Please ensure all employees have had the update process completed.

• Please ensure all employees are selected. (Click on All Employees (From the

employee list) then Swap)

Step 1: Save the report to the reports folder (Sage)

Save IRIS Employee Export.report to the User Defined reports folder.

This is usually “C:\ProgramData\Sage\Payroll\Reports\UserDef” when using Windows Vista

or Windows 7 or C:\Documents and Settings\All Users\Application

Data\Sage\Payroll\Reports\UserDef” when using Windows XP.

Step 2: Select the report (Sage)

• Click on the reports icon

• Select User Defined from the reports list

• Highlight IRIS Employee export from the list

• Click on the Preview icon

Step 3: Select the criteria (Sage)

Change the Processing date to All and click OK.

Step 4: Export the report (Sage)

NOTE: When you preview the report to screen it will not

look correct. This is ok, the report is designed to be

exported.

• Click on the Export button

• Select Desktop as the location

• Change the Save as type to CSV – Length

Delimited Files (*.csv)

• Click Save

Step 5: Save the import Structure (IRIS Bureau Payroll)

Save the file I1000.IMP to the IRIS Bureau Payroll program directory.

This is usually “C:\IRIS Payroll” when using Windows Vista or Windows 7 or C:\Program

Files\IRIS Software Ltd.\IRIS Payroll” when using Windows XP.

If you are unsure you can find out where the software is installed by going to the Help Tab >

About IRIS Bureau Payroll and clicking on More Details

Step 6: Browse to the file (IRIS Bureau Payroll)

Within IRIS Bureau Payroll and with your company open…

• Click on The Application Button > Import / Export > Import Data

• Select Sage Payroll Import

In the details tab…

• Click on Browse

• Browse to the desktop

• Select IRIS Employee Export.csv

• Click Open

Step 7: Import and correct errors (IRIS Bureau Payroll)

• To import the data click Import

• Say Yes to the prompt About to import the structure “Sage Payroll Import” Are

you Sure?

• You will be asked to confirm the creation of employees and departments. Click Yes

to continue

• Once the file has been imported any errors will be displayed.

Work though the list and make any adjustments to the employee record (in IRIS Bureau

Payroll) as required.

For example:

Employee 1 will need to have the Sex entered

Employee 1 will need to have Payment method entered

Employee 2 will need to have the forename entered correctly.

If you require help or assistance please call IRIS Support on 0844 815 5661.

Note: IRIS Support are unable to help with the setup or export of the report from Sage.

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Sage, Sage 50 Payroll and Sage Payroll Professional are trademarks. © Sage (UK) Limited 2011.

IRIS Software & Services is a trading name of IRIS Business Software Ltd which is part of the IRIS Group. IRIS and IRIS Software & Services are trademarks. © IRIS Business Software Ltd 2011.All rights reserved.