If you have Sage HR integrated with Sage 50cloud Payroll, previously to create an employee profile in Sage HR you had to create the employee in Payroll, then upload their payslips for their data to transfer across to Sage HR.
Now you can create a new employee profile directly in Sage HR. When done this way, an employee created in Sage HR will be able to:
Create their Cloud ID account via their welcome email. This must be done within 24 hours from when it is sent.
Create time-off requests, onboarding tasks and many other common Sage HR functionality
📎NOTE: Only add an employee this way if:
They don't need to access payslips - for example if you just need to add a Sage HR admin user.
They are not on your employee list in Sage 50cloud Payroll yet - For example if they are new starter and you have not done their first pay run yet. Once created in Sage HR, access to payslips are made available once added in Sage 50cloud Payroll with the same email address, and you have uploaded their payslips.
If the employee already exists in your employee list in Sage 50cloud Payroll you must upload their payslip or historical payslips to import them into Sage HR - Read more >
For steps on how to add an employee manually in Sage HR - Read more >
⚠️CAUTION: Do not enter the email used in Step 1 of Online Service Settings in Sage 50cloud Payroll, and ensure the email address is suitable for a work environment.
📎NOTE: If you add an employee directly in Sage HR, the employee cannot view payslips in Sage HR until they have also been created in Sage 50cloud Payroll with the same email address and their payslips have been uploaded - Read more >