When signing up for Sage HR and Payroll, one company is created for you using the information provided during the setup.
You can add new companies if needed, where new employees and pay runs can be created.
This is useful if you are an accountant or bookkeeper working with multiple companies or if you manage payroll for more than one company.
You can watch a video tutorial for this process below:
How to add a new company
Select your company name in the top-right corner, then Company dashboard.
📌TIP: The dashboard page displays a list of any companies you have added, the modules selected, and the number of employees.
Click Add new company.
Follow the on-screen prompts to select the number of employees, the base modules, and any additional modules for this new company.
📎NOTE: Do not change the pre-populated email address when you reach the sign-up window. If you change it, you will not be able to manage this company from your company dashboard.
Complete the rest of the online form, then select Create my account.
A progress indicator appears as the new company is being created.
When the new company creation is complete, Sage HR automatically loads your new company for you.
Switching between companies
To switch between your companies, select your company name in the top-right corner.
Select the company you want to access from the list of companies you have created.
Switching between HR and Payroll
Use the app switcher at the top-left corner to swap between HR and Payroll.