We've created this guide, so you have everything you need to set up and start using Sage HR Online Services.

Preparation tasks

Before you start using Online Services to upload your employee payslips, we recommend you complete the following tasks:

  • Check you have your Sage ID login details: If you don't have one, you can create one when you set up Online Services.If you've logged in to the My Sage website before, use these details to sign in.

  • Check the email address on your employee records in Sage 50cloud Payroll: You can use the Employee Details - Personal report.

Set up Online Services

Complete six set up tasks in your Sage 50cloud Payroll software:

Importing employee details

When you upload payslips or historical payslips to your Sage HR Online Services for the first time, this automatically imports your employees details the first time you do it for.

Resend a welcome email

When you upload payslips or historical payslips for the first time, your employee is sent a welcome email inviting them to start using Sage HR Online Services to view their payslips.

The welcome email expires after 24 hours and so it may be necessary to resend a welcome email to an employee, if they don't set up access to Online Services within that time.

Update employee details

How to update information shown in an employee's profile in Sage HR Online Services.

Change an employee's email address

We know sometimes when setting up it's easy to make a typo, or perhaps an employee gets a new email address. If this happens you can change the employee's email address for Sage HR Online Services.

Customise Sage HR to your company

Add your company logo.

Uploading payslips

Once you enter your employees' payments and process your payroll as normal, you can upload your employee payslips each time you pay them.

Uploading Historical Payslips

You can upload historical payslips at any time, for example, if an employee requests a copy of their payslip from an earlier processing period. Or, you may have forgot to upload payslips for your current period.

Allow leaving employees access to payslips after they have left

You can allow leavers to still have access to their payslips even after they have been terminated in Sage HR Online Services.

Add another administrator user

As an administrator you can assign another employee to have administrator access too in Sage HR Online Services.

Employee guide

We have a guide for your employees too, which we recommend you make your employee's aware of. Send it to them and recommend they bookmark it for quick access.

Check your Sage HR Online Services version

We are in the process of gradually updating all of our customers' Sage HR Online Services to a new version. Some customers will be on Version 1, others will be on Version 2. If you are unsure of what version you are using:

Frequently Asked Questions

Find answers to some common questions we get asked by employers using Sage HR Online Services.

Sage Webinar

Register for a free, live webinar to help you set up and use Sage HR Online Services

Using Sage HR

You can find further information from the Sage HR knowledge base.

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