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Add a new company to Sage HR and Payroll (ZA)

How to add a company to Sage HR and Sage Payroll and HR

Written by Thandiwe Khoza
Updated over a week ago

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, 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.

How to add a new company

  1. 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.

  2. Click Add new company.

  3. 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.

  4. Complete the rest of the online form, then select Create my account.

A progress indicator appears as the new company is being created.

Building new company progress indicator. The message reads: Please wait while we create your account.

When the new company creation is complete, Sage HR automatically loads your new company for you.

Switching between companies

To switch between your companies,

  1. Select your company name in the top-right corner.

  2. 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.

The app switcher appears as a drop down at the top left corner of the screen. The name HR appears with an arrow pointing down. When selected Payroll appears as a selectable option in the drop down.

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