There are two ways to add an employee in Sage HR Online Services
What way should I create an employee profile in Sage HR Online Services?
The best way to add an employee in Sage HR Online Services depends on whether the employee already has a record in Sage 50cloud Payroll.
Does the employee exist in Sage 50cloud Payroll?
They do exist in Sage 50cloud Payroll
In this case we recommend to add the employee by uploading a payslip from Sage 50cloud Payroll to Sage HR Online Services.
Make sure the employee has had access to Online Services enabled in Sage 50cloud Payroll.
Upload payslips or historical payslips for the employee.
This will automatically create the employee profile in Sage HR Online Services and be linked with their employee record in Sage 50cloud Payroll straight away.
They don't exist in Sage 50cloud Payroll
If the employee doesn't have a record in Sage 50cloud Payroll your next steps are determined by whether you would prefer to add them in Sage 50cloud Payroll first or in Sage HR Online Services first.
I want to add them in Sage 50cloud Payroll first
Add the employee in Sage 50cloud Payroll - Read more >
Enable the employee for Online Services - Read more >
Once the employee has been created in Sage 50cloud Payroll, you can add the employee into Sage HR Online Services by uploading their next 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 to do if the employee is not on the payroll yet, and therefore doesn't have an employee record in Sage 50cloud Payroll.
When you add them you'll have the option to send across their information to Sage 50cloud Payroll to automatically create their employee record in there too.
Then when you upload their first payslip to Sage HR Online Services, their profile there will automatically link with their profile in Sage 50cloud Payroll.
📎NOTE: If the employee you want to add doesn't need to be in Sage 50cloud Payroll, you can add them directly in Sage HR Online Services, then when you're done mark in their profile that they don't need to be in Sage 50cloud Payroll. This removes any error message regarding not being able to find them in Sage 50cloud Payroll - Read more >