Overview
This functionality allows UK customers to store employee bank details in Florence and export those details to Sage Payroll.
The primary use case (raised by Beaumont) is
Keep employee bank details up to date in Florence
Export new starters and bank detail changes
Upload the export into Sage Payroll for payroll processing
This also sets us up to support other Sage clients going forward.
Important: This feature is UK-only. France & Canada are not included.
Who this is for
UK customers using Sage Payroll
Admins and payroll users managing employee data in Florence
Organisations that want Florence to be the source of truth for bank details
Scope & limitations
Included
Employee bank details export (Sage format)
Detection of bank detail changes within a selected time period
Export of new starters (with bank details)
Rates export for new contracts only
Permissions
Currently shown to everyone who has Employment terms enabled.
Check your permissions here.
Where bank details are managed
Admins can add or update bank details here:
Staff → Employment details → Payment details
Fields visible on the staff profile include:
Bank account name
Sort code
Account number
Also hidden behind UK franchise flag and having employment_terms enabled
Sage Payroll Export – Employee Bank Details
Key rules
UK only
Requires an Employee Reference
This is the employee payroll ID from Sage
Must be present to upload data into Sage
Can also be added by the Client from the Staff Employment details tab
Export behaviour
If no date is provided, all employees with an employee reference will appear in the export.
If a from date is provided, the export will only include employees whose bank details were updated within the selected time period
New starters since that date will be included as long as:
They have bank details entered
They have an Employee Ref
Sage Payroll Export – Employee Rates
Key rules
UK only
Requires an Employee Reference
Requires a Payment Reference (from Sage)
Export behaviour
If no date is provided, all employees with an employee reference and an active contract will appear in the export.
If a from date is provided, the export will only include employees who have had a new contract created since that date
Reason:
We lock down a contract after it’s been used for an approved shift application so only newly created contracts will have changes
Importing into Sage
The export file is designed to be uploaded into Sage Payroll
Florence does not push data directly to Sage
The customer is responsible for:
Downloading the export
Importing it into Sage