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, you can create one when you set up Online Services
• If you've logged in to the My Sage website before, use these details to sign in
• You mustn't share login details, if more than one person needs access, each person must have their own username - if required you can add extra users later in the set up process
• Check employee details including the email addresses on your employee records in Sage 50 Payroll:
• You can use the Employee details verification letter

 NOTE: Don't register for Online Bureau until you have your PAYE reference. This is because if you ever change your PAYE reference in Sage 50 Payroll, this removes any links to your Online Services company.

1. Register to use Online Payslips/P60s

If you've logged in to the My Sage website before use these details:

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

Your Sage account is activated and currently logged in and step 1 is complete.

If you haven't logged in to My Sage before and don't already have a Sage account, follow these steps:

1. Log in to Sage 50 Payroll, click Company.
2. In the Task menu, click Online Documents Settings.
3. Next to step 1, click Do it now.
4. Enter your email address and click Continue.
5. Enter your name and a password, then click Register.
   • An email is sent to verify your email address and includes a six number verification code.
6. From the email, copy and paste in the Code, then click Continue.

Your Sage account is activated, your currently logged in and step 1 is complete. If you want to register your company for Online Documents complete step 2, otherwise move to section 3.

2. Register to use Online Documents

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.

Your Sage account is activated and currently logged in and step 2 is complete.

3. Manage Payroll users access rights

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

4. 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 any time to view their documents, payslips and P60s. 

5. Upload historical payslips

This is an optional step. You can upload historical payslips dating back to November 2014. This means employees can view their payslip from an earlier processing period.

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.

6. 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. Find out more >

• 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 the Sage Online Bureau, you can also go directly to - www.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 guide.  

You've now successfully set up your Online portal!