How to change an employee's email address in Sage HR while integrated to Sage 50

You may have an employee set up with an incorrect email address, or want to change it. Let's go through the steps to amend it.

The steps differ slightly depending on whether the employee has an employee record in Sage 50 Payroll.  

If the employee exists in Sage 50 Payroll

Terminate the employee:

• In Sage HR go to Company.
• Click on the employee record.
• Scroll down to the bottom of the employee record and click Terminate.
• Fill in the required details and click Terminate again.

Delete the employee from the terminated employee report:

• In Sage HR, go to Reports, Employee data, Terminated employees.
• Find the employee on the list and click the trash can icon. Confirm the deletion by clicking "Yes, go ahead".

Amend the email address in the tab of the employee's record in Sage 50:

• Log into Sage 50 Payroll.
• Open an employee's record, then click on the Work Details tab.
• Enter the new email address and click the Sync with Sage HR checkbox.