It's easy to set your document preferences, manage your employees, publish documents and control who has access to documents.

[BCB:37:Payroll Online Services - alert:ECB]

[BCB:146:Online services - Sage online services:ECB] 

Sign in to Online Documents

You can go directly to https://eol.sage.co.uk/employer/ 

Or, in Sage 50 Payroll follow the steps below:

1. Click Company, then click Online Documents Settings.
2. Click Visit your Online Documents portal.
3. Enter your Sage ID email address and password.
4. Click Sign In, and if applicable select the relevant company.
5. Click Online Documents then click Settings.
6. Next to the required option, click Do it now.
7. To access the different settings options, on the main menu, click Settings. 

• The following options appear:

Document Settings

Use this option to set your email preferences and to allow employees to access their documents.

Employee Settings

To allow employees to view their documents, such as a contract of employment, in the Online Documents service.

• Select the Employees can access their documents via the employee portal check box.

Email Settings 

1. Select or clear the relevant check boxes:
   • Send welcome emails to employees
   • Send new document emails to company users
   • Send new document emails to employees
2. Once done, click Save.

Manage Employees

View your employee information and check which employees have registered for Online Documents. You can also delete employees and resend the welcome email.

Resend welcome email

You can easily resend the welcome email. To do this, select the required employee then click Send welcome email.

Delete an employee

• Select the required employee then click Delete.

Manage Permissions

You can use this option to quickly set up and amend users and user groups.

Add User

1. Click Add user.
2. In Sage ID Email, enter the email address for the user.
3. In the Permissions drop-down list, select the required permission level:
   • Manager: Has full access to Online Documents. Can upload, publish, view and approve or reject documents.
   • Uploader: An uploader can upload documents from Sage 50 Payroll using their Sage ID.
   • Publisher: A publisher can log in with their Sage ID to publish documents that've been uploaded from Sage 50 Payroll.
   • Approver: This access level may be provided to a client. An approver can log in to the Online Documents portal to approve or reject a published document.

     Each user should be assigned an access level, to determine their role in the Online Documents process. Read more >

4. Select which user groups that the user can access.
5. For Approver, Publisher and Uploader users, you can restrict their access to specific employees:
   • Next to If required, you can restrict this user's access to certain employees, click here. You can then select which employees the user can access then click Save.
6. Click Confirm.

Manage User Groups

To give you full control over who can access a document, when you publish a document, you can assign it to a user group. To create or delete user groups, click Manage User Groups.

Delete a user

If necessary, you can delete an admin user, this is really simple to do:

• Next to the relevant user, click Delete, then click Delete.

Next steps

Well done! You're now ready to publish and upload your payroll documents. Read more >