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Activate Sage HR Essentials

How to create your Sage HR company from Sage Payroll.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

To create your Sage HR Essentials company, you need to activate it from within Sage payroll. From the Introducing Sage HR Essentials window on the Payroll Summary screen, click Activate Sage HR Essentials.

This automatically creates your Sage HR company and your existing employee records in Payroll are replicated in Sage HR too.

📎NOTE: Your employees payslips aren't available to view in Sage HR at this point, and also aren't sent a welcome email yet. This is done in a later step.

Once activated, to access Sage HR Essentials, from the same window, click Go to Sage HR Essentials.

Next steps

Now you've created your Sage HR Essentials company, you can finish setting the company up. This includes setup tasks such as configuring employee permissions, your time off settings, inviting your employees to access Sage HR themselves, and more.

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