Online Bureau lets you upload payslips, P60s and documents from Sage 50 Payroll to a secure online portal. Your clients and their employees can then log into their own portal to view their documents.

Find out below how to set up Online Bureau.

Preparation tasks

Before you start using Online Services, we recommend you complete the following tasks:

• Check you have your Sage account login details
  • If you don't have one, the steps below to set up Online Services help you create it
  • If you've logged in to the My Sage website before, use these details to sign in
  • Don't share login details - if required you can add extra users later in the setup process
• Check employee details including the email addresses on your employee records in Sage 50 Payroll:
  • For help with doing this, use the Employee details verification letter

 NOTE: Only register for Online Bureau once you have your PAYE reference.

Complete all steps below to set up Online Bureau. 

Register to use Online Payslips/P60s

The steps you need to follow depend on whether you already have a Sage Account email address. Click the relevant option below to find out your next steps:

Register to use Online Documents

Complete the steps below if you want to register your company for Online Documents. If not, skip ahead to section 3 to manage payroll users access rights.

NOTE: If you've previously registered your company to use Online Payslips/P60s, this step automatically shows as complete and you can continue to section 3. 

1. Log in to Sage 50 Payroll, click Company.
2. In the Task menu, click Online Documents Settings.
3. Next to step 2, click Do it now.
4. Enter your Sage account email address and click Continue.
5. Enter your password and click Log In.

You've activated your Sage Account and Step 2 is complete.

Manage Payroll users access rights

This is an optional step. If you have other users set up in Sage 50 Payroll, you can control whether or not they have access to Online Documents. This includes the Online Payslips/P60s options in Sage 50 Payroll.

1. Next to step 3, click Do it now.
2. From the list of users, select or clear the check box:
   • Online Documents - allows the user to view and access the Online Payslips/P60s and Documents options
   • Global Changes Online Documents - allows the user to set up Online Payslips/P60s and Documents
   • Company Settings Documents Storage - allows the user to view and access the Online Documents in the company settings
   • Employee Details Online Storage - allows the user to view and access the Online Documents in an employee record
3. Click Save.

Manage your employees

You can choose which of your clients' employees you want to receive payslips/P60s and documents using Sage Online Services.

If an employee record doesn't have an email address, you can enter it now:

1. Next to step 4, click Do it now.
2. Select the check box for each employee.
3. Click Save.

Once you upload employee payslips, P60s or employee documents, the employee receives a welcome email.

To activate access to the Online Services, they must use the activation link within the welcome email. They can then log in to Online Services to view their documents, payslips and P60s. 

Upload historical payslips

This is an optional step. Uploading historical payslips means employees can view their payslip from earlier pay periods.

You can also use this option if you forget to upload payslips for the current period. 

1. Next to step 5, click Do it now.
2. Select the date range you want to upload payslips from.
3. Click Next and select the relevant employees.
4. Click Next and confirm the number of payslips for each employee.
5. Click Upload Payslips, then either:
   • Click Login and Publish payslips, to publish your payslips straight away.
   • Or to publish them later, click Close.

Visit your Online Documents portal

Once you're at this step, you're ready to set up your online portal with company contact details and logo. For help with using your Online Portal, visit the Help Centre.

• To open and log in to the portal, click Do it now, next to Step 7 - Visit your Online Documents portal

You don't have to log in to Sage 50 Payroll to access Sage Online Bureau. To log in outside of Sage 50 Payroll, go to - SagePayrollServices.co.uk 

If more than one person needs access to the Online Bureau portal, you must add each person as a user. Find out how in our manage user permissions - Online Bureau article.  

You've now successfully set up your Online portal.