Skip to content
logo Knowledgebase

How to synchronise leave transactions and balances from Sage Self Service

Created on  | Last modified on 

Summary

This article explains how to synchronise leave transactions and balances between Sage Payroll Professional to Sage Self Service.

Description

The administrator must synchronise transactions to ensure they allocate to the correct pay period. This process also updates leave balances between payroll and Sage Self Service.

Resolution

Follow these steps to synchronise leave transactions and balances:

Step 1: Access the synchronisation menu

  1. From the Main Menu, go to Self Service.
  2. Select Sage Self Service, then choose Sync and Report.

Step 2: Sync transactions

  • Click SYNC NOW next to Sync all Self Service Transactions for Company [XXX].
     NOTE: This updates fixed information changes, travel and custom claims, and leave transactions from Sage Self Service to payroll. 

Step 3: Sync leave balances

  • After syncing transactions, click SYNC NOW next to Sync all Leave Balances for Company [XXX].
     NOTE: This process updates leave balances from payroll to Sage Self Service. 

 

Step 4: Verify transactions

  1. Print reports to confirm updates:
    • Select the range.
    • Choose List of all Leave Detail updated.
    • Click Print to open the report in Excel.