Solution Properties
Solution ID:
221125155201697
Last Modified Date:
Fri Nov 25 15:52:09 UTC 2022
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Import employee gender information
Description

To help you prepare for Gender Pay Gap reporting, you can run reports to check that your employees are set up with the correct gender on your payroll.

If you need to change the gender of a number of employees, you can import this information to save time. Let's do this now.

Cause
Resolution

Import employee gender information

  1. Open Micropay and log in to a payroll as normal.
  2. On the menu bar, click Help then click System Information.
  3. Make a note of the Data Directory link.
  4. On the menu bar, click Reports then click Report Writer.
  5. Click File, then click Open.
  6. Select EEGender.rpt, then click Open.
  7. Click Process. A report listing all employees in your payroll appears on-screen.
  8. Click File, then click Save As. Click the Save in arrow, then browse to the location you noted in step 3.
  9. In the File name box, type EEGender.csv.
  10. Click Save.
  11. Close Sage Payroll and browse to the location you noted in step 3.
  12. Right-click the file EEGender.csv, then click Open with.
  13. When prompted, select Excel then click OK.
  14. Under column B, ensure the gender is correct for each employee.
  15. If any gender is incorrect, amend to ‘M’ or ‘F’ as appropriate.
  16. Under column A, ensure your employees' numbers are correct as excel may have removed any leading zeros e.g. ‘0001’ may have changed to ‘1’. Change this if required.
  17. Click File then click Save.
    If the Data Directory link that you noted in step 3 is C:\ProgramData\Sage Payroll Irl/2022, skip to step 24. If it's not, you must correct the Sage Payroll data path specified within the import file. To do this, please complete steps 18 to 23.
  18. Click the Data Directory link.
  19. Right-click the file EEGENDER.IMP, then click Open with.
  20. When prompted, select Notepad then click OK.
  21. Locate the data= entry line, then edit the highlighted section below so it matches your data directory location:
    data= C:\PROGRAMDATA\SAGE PAYROLL IRL\2021\EEGender.CSV
  22. Click File, then click Save.
  23. Click File, then click Exit.
  24. Open Sage Payroll and log into a payroll as normal.
  25. Take a backup of your payroll data.
  26. On the menu bar, click Miscellaneous, point to Data Import then click Data Import.
  27. Browse to the location you noted in step 3.
  28. Select EEGENDER.IMP then click Open.
  29. Repeat steps 4 to 7 again and check the correct gender is applied to each of the employees. If not, you must restore the backup you took before you ran the import process and complete the steps detailed in this section again.
Steps to duplicate
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