Set Up Sage HR

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Manage users with Sage HR rights

Upload payslips

About Sage HR

Setting up Sage HR consists of connecting your company to Sage HR, giving Sage HR rights to some users, if applicable, syncing employee records with Sage HR for some or all employees, and then uploading payslips after fully processing payroll.1

  • You need to be the administrator 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. Click Close.

    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.