Process an employee take-on batch

Summary

How to process an employee take-on batch in Sage 300 People.

Description

Before starting, ensure you have the correct Excel template for employee take-on. The template allows up to three addresses per employee: Work, Physical, and Postal. Complete the address fields from left to right. The system only updates employee records without errors during verification. If errors occur, correct them in the Excel file and re-import.

Resolution

Create the take-on file

  1. On the Navigation pane, expand Utilities.
  2. Expand Batches.
  3. Double-click Employee Take-On.
  4. Ensure the take-on script is Employee Take On (not Address Take On).

Complete the batch

  1. Browse for the file in the selected location.
  2. Open the file in Excel.
  3. Complete the fields from left to right.
  4. Save and close the Excel file.

Import and Verify the batch

  1. Return to Employee Take-On.
  2. Select Import and choose the updated file.
  3. Click Verify the batch.

    NOTE:

    • Only employees without errors will be updated
    • If the systems detect errors, correct the Excel file and re-import

     

Process the batch

  1. After verification, select Process.
  2. Confirm update on all fields on the Employee Detail screen.

Solution Properties

Solution ID
200517074346394
Last Modified Date
Thu Aug 13 10:04:36 UTC 2026
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