After you complete a pay run, you can pay your employees in several different ways - cash, cheque or e-payment. If you want to pay your employees by direct deposit, you can set up e-payments to pay them electronically.
Before you create e-payments
There are some important things to be aware of when processing e-payments:
You need to create an e-payments account in Sage Payroll. This is linked to our payment provider, checkbook.io
You need to verify your bank account details.
E-payments must be processed at least 4 business days before the date you want your employees to be paid.
To make an e-payment to an employee, you need their email address.
Set up your employees
To pay an employee using an E-Payment, you need to first need to make sure their payment details are set up correctly.
1. From their employee record, select the Payment tab.
2. From the Method of Payment section, set the Payment Type as E-Payment.
3. Check the Payee email and Payee name are correct, then Save your changes.
Repeat these steps for each employee you want to pay with e-payments.
Pay your employees
After you have completed a pay run for your employees, you can pay them. If you need help completing a pay run, see our Process a pay run article
Remember, if you are paying your employees e-payments, you need to process the payments at least 4 business days before their pay date.
You want to pay your employees by e-payment on Friday morning, September 16th.
You must submit your e-payments by Monday, September 12th at 8:00pm EST.
Using e-payments the first time
The first time you use e-payments, you need to set up the E-Payment feature.
After completing your pay run, select Go to Payments.
From the top-left of the screen, select Set Up E-Payment.
Create an E-Payment account in Sage Payroll. Enter the Business email for your company, and your First Name and Last Name, then Create Account.
Select Complete E-Payment Setup. This links your E-Payment account in Sage Payroll to our payment provider checkbook.io
You are then redirected to checkbook.io to complete the setup.
After completing the setup, you can process e-payments for any completed pay runs from the Payments tab.
Once you've set up e-payments and completed a pay run, you can send e-payments to your employees.
From the Payments tab, select the appropriate pay run.
Select the relevant employees, then Submit Payments.
If required, you can generate a pay statement for your employee at this point.
Check the information is correct, then select Submit Payment.
To complete the process, select Submit payments again.
The Status column for the affected employees then changes to Submitted.