Sage HR Employee Name Sync

SUGGESTED

How do you change how employee names sync from Sage 50 to Sage HR?  Sage 50 lists employees as Last Name, First Name but when synced to Sage HR - the Last Name is showing as the First Name and First Name showing as Last Name.

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    SUGGESTED

    Hi  ,

    Thank you for reaching out. While the migration process from Sage 50 to Sage Business Cloud Payroll (Canada) typically involves ensuring that each employee has an email address and a hire date for a seamless transition, the specific issue of names being swapped isn't directly covered in the migration guide. However, after the data is migrated, you have the option to review and edit employee information in Sage HR.

    Here's a brief overview of what you might consider doing to correct the employee names:

    1. Export and Review Data: After using the migration tool and exporting the data from Sage 50, review the Excel file that is generated. This file will contain the employee data that will be imported into Sage HR.

    2. Manual Adjustment: Before importing into Sage HR, you can manually adjust the first and last names in the Excel file if they have been swapped during the export process.

    3. Import to Sage HR: Once you've made the necessary adjustments, follow the steps to import your data into Sage HR. During the import process, you can select which policies should be added to the imported employees.

    4. Edit Employee Information: After importing, if there are any discrepancies or further adjustments needed, you can edit employee information directly in Sage HR. For detailed instructions on editing employee records, you can refer to the "Create and edit an employee" article within the Sage HR support section.

    For a complete guide on migrating from Sage 50 to Sage Business Cloud Payroll (Canada) and detailed steps on exporting and importing data, please refer to this article: Migrate from Sage 50 to Sage Business Cloud Payroll (Canada).

    If you encounter any difficulties or need further assistance, don't hesitate to reach out for support. Our team is here to ensure a smooth transition for you and your employee data.

    Warm Regards,
    Erzsi