You can import employee gender information instead of updating each record manually. Before you start, make sure you have access to your Data Directory and that all employees appear correctly in your payroll.

1. Export your employee gender data

1. Open Sage Payroll and log in to your payroll.
2. On the menu bar, go to Help, then select System Information.
3. Note the Data Directory link.
   You’ll need this later.
4. On the menu bar, go to Reports, then select Report Writer.
5. Go to File, then select Open.
6. Select EEGender.rpt, then select Open.
7. Select Process to view the report on-screen.
8. Go to File, then select Save As.
9. In Save in, browse to the Data Directory you noted earlier.
10. In the File name, enter EEGender.csv, then select Save.

2. Edit the employee gender file in Excel

1. Close Sage Payroll.
2. Browse to your Data Directory location.
3. Right-click EEGender.csv, then select Open with, and choose Excel.
4. Under Column B, check each employee’s gender:
   • M = Male
   • F = Female
   • P = Prefer not to say
5. Correct any inaccurate entries.
6. Check Column A for employee numbers.
   Excel can remove leading zeros.
   Example: 0001 displays as 1. Update it if needed.
7. Go to File, then select Save.

3. Update the import file: If your data path differ

If your Data Directory is C:\ProgramData\Sage Payroll Irl\20XX, skip this section. If it’s different, update the import path:

1. Browse to your Data Directory.
2. Right-click EEGender.IMP, then select Open with, and choose Notepad.
3. Locate the line starting with data=.
4. Update the path to match your Sage Payroll data location.
   • Example: data=C:|ProgramData\Sage Payroll IRL\20XX\EEGender.csv
5. Go to File, then select Save.
6. Select File, then select Exit.

4. Import the updated gender information

1. Open Sage Payroll and log in.
2. Take a backup of your payroll data.
3. On the menu bar, go to Miscellaneous, go to Data Import, then select Data Import.
4. Browse to the Data Directory.
5. Select EEGender.IMP, then select Open.

5. Verify your updates

1. Run the EEGender.rpt report again using the steps in Export your employee gender data.
2. Check that each employee’s gender now displays correctly.
3. If any gender values are still incorrect:
   • Restore the backup you took before the import
   • Repeat the process from the Edit the employee gender file in Excel section

Gender Pay Gap reporting

Take a backup of your payroll data

Restore the backup