Change an employee's email address - Online Bureau
Description

When you upload an employee to Online Bureau the employee's email address will be their username, they'll use this to log in. You can't amend this in the portal, but you can change the employee's email address by working through the following steps.

  • Remove the services from the employee in Online Bureau
  • Delete the employee from Online Bureau
  • In Sage 50 Payroll, enter their new email address in the employee record
  • Upload historical payslips to re-add the employee under their new email address and they can view previous payslips

When you upload the historical payslips, the employee receives an automatic welcome email to register for Sage Online Services using their new email address.

NOTE: If you're using Sage HR Online Services, follow the steps to change an employee's email address - Sage HR Online Services.

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

It's not possible to keep the employee's existing documents and payslips in the portal during this process. This is because you must fully delete the employee from the portal to be able to make this change.

To change the employee's email address, follow each of the steps below.


Delete employee from Online Bureau 

Your first step is to delete the employee from Online Bureau.

For detailed steps on how to do this, follow our delete an employee - Online Bureau article.


Enter the new email address in Sage 50 Payroll

You now need to enter the employee's new email address within their employee record in Sage 50 Payroll.

  1. Open Sage 50 Payroll.
  2. Select Employee and double-click the relevant employee.
  3. In the Personal tab, enter the employee's new email address.
  4. Click the Analysis tab, and enter the employee's new email address.
  5. Select Save.

This will now be the email address the employee will use to log into Sage Employee Online Services after you re-add them to the service.


Upload a current payslip to re-add the employee to Online Bureau

To add the employee back into the online portal and create their new profile, upload a payslip for the current pay period. For help with doing this, follow the upload online payslips article.

Once you've uploaded a current payslip, you can also upload historical payslips to Online Bureau for the employee. This lets the employee view their old payslips in their new profile.

Once you publish the payslips, Online Bureau will automatically assign the employee to the Payslips service. The employee also receives a welcome email to the email address you entered earlier inviting them to your Sage Employee Online Services company.


[BCB:140:Limitless - 50 Payroll - Starters and Leavers:ECB]
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