Set up Online Timesheets - Online Bureau
Description
[BCB:37:Payroll Online Services - alert:ECB]

Once you subscribe to Online Bureau, there are four simple tasks you need to carry out.

Preparation tasks

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

  • Check you have your Sage ID 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 log 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 you have in the employee records in Sage 50 Payroll:
Cause
Resolution

1. Register your company

  1. Log in to Sage 50 Payroll using the Manager username and password.
  2. Click Company, then click Online Timesheets Settings.
  3. Next to Register your company to use Online Timesheets, click Do it now.
  4. Enter your Sage ID email address and password.
  5. Click Sign in.
    • Once you log into the Online Timesheets portal, your company is registered for the service.
  6. Close your web browser and return to the Online Timesheets Settings in Sage 50 Payroll.




2. Manage Payroll users access rights

This step is optional step. If you have other users set up in Sage 50 Payroll, you can control whether or not they have access to the Online Timesheets.

  1. Click Company, then click Online Timesheets Settings.
  2. Next to Manage Payroll users access rights, click Do it now.
  3. From the list of users, select or clear the Access to Online Timesheets check box.
    • Online Timesheets - This allows the user to see access Online Timesheets.
    • Global Changes Online Timesheets - This allows the user to set up and access the Global Changes options for Online Timesheets.
  4. After setting up the relevant access rights, click Save.

Select employees

Firstly, you need to select which employees you want to be able to enter timesheets online.

If this is all or the majority of employees, you can use Global Changes. Or, if it's just a few employees, you can enable timesheets within the individual employee record.

Global Changes

  1. Click Tasks, then Global Changes.
  2. Click Online Timesheets, then Set Online Timesheets Flag.
  3. Click Yes.

Employee record

  1. Double-click the relevant employee, click the Analysis tab.
  2. Select the Enable Timesheets check box, then click Save.

3. Manage employees

You can now add the employees to the online service:

  1. Click Company, then click Online Timesheets Settings.
  2. Next to Manage employees, click Do it now.
  3. Enter your Sage ID Email and Password.
  4. Click Sign in then click Allow.
    • A list of all employees, including their email address appears.
  5. Select the check box for each employee you want to add to the service.
    • If an employee doesn't have an email address in their employee record in Sage 50 Payroll, you can enter it in this window.
  6. Click Upload then click Yes.

4. Visit your Timesheet portal

Once you set up your Sage 50 Payroll software, you're ready to visit the online service.

You can open and log in to the Online Timesheets service now by clicking Do it now.

[BCB:177:Mia - B:ECB][BCB:19:UK - Sales message :ECB]
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