There are two ways to add an employee in Sage HR Online Services

Which way should I create an employee profile?

The best way to add an employee to Sage HR Online Services depends on whether the employee already has a record in Sage 50 Payroll.

Does the employee exist in Sage 50 Payroll? Click your answer below:

They do exist in Sage 50 Payroll

In this case, we recommend you add the employee by uploading a payslip from Sage 50 Payroll to Sage HR Online Services.

This automatically creates the employee profile in Sage HR Online Services and is linked with their employee record in Sage 50 Payroll straight away.

They don't exist in Sage 50 Payroll

If the employee doesn't have a record in Sage 50 Payroll your next steps are determined by whether you would prefer to add them in Sage 50 Payroll first or in Sage HR Online Services first.

I want to add them in Sage 50 Payroll first

Once the employee has been created in Sage 50 Payroll, you can add the employee to Sage HR Online Services by uploading their payslip.

I want to add them in Sage HR Online Services first

You can add an employee manually in Sage HR Online Services. This is recommended if the employee is not on your payroll yet and therefore doesn't have an employee record in Sage 50 Payroll.

When you add them this way you have the option to send across their information to Sage 50 Payroll to automatically create their employee record there too.

Then when you upload their first payslip to Sage HR Online Services, their Sage HR profile will automatically link with their profile in Sage 50 Payroll.

📌TIP: If the employee you want to add doesn't need to be in Sage 50 Payroll, you can add them directly in Sage HR Online Services, then mark their profile as not needing to be in Sage 50 Payroll. This removes any error message regarding not being able to find them in Sage 50 Payroll.

📌TIP: We recommend you inform your employees not to try logging in to Sage HR Online Services until they receive a welcome email.