Set Up Sage HR

Learn more

Manage users with Sage HR rights

Delivery settings

Manage delivery settings

Manage syncing for employee records

Upload payslips

About employee sync settings

About Sage HR

Setting up Sage HR consists of connecting your company to Sage HR, selecting a delivery setting for online payslips, and then syncing employee records with Sage HR for some or all employees.1

  • You need to be the administrator (sysadmin) to set up Sage HR.
  • You need to decide how and when you want to upload your employees' payslips.

To set up Sage HR:

  1. In the Home window on the File menu, choose Sage HR.
  2. Then, select Set Up Sage HR.

    Note: You can access this service on the Employees & Payroll tab by clicking the Online Payslips icon and selecting Set Up Sage HR.

  3. Click Get started to start the setup.
  4. Select a delivery setting. There are two options for automatic upload and a manual option.
  5. Click Finish.
  6. Click Close if you want to sync employee records at a later time or Manage records synced with Sage HR to start now.

    Note: You can also sync individual employee records from the Employee Record window in their individual employee records.

To disconnect from Sage HR:

  1. From the File menu, select Sage HR.
  2. Select Disconnect from Sage HR.