Every employee listed in your current online payslips portal will be moved across to Sage HR Online Services and show as an active employee, regardless of whether they're marked as a leaver in Sage 50 Payroll.

Due to this, before the move we highly recommend you log into Sage Employee Online Services and delete any leavers that are still listed to avoid them appearing as active employees in your new portal. 

NOTE: Any leavers you don't delete, you can remove them as active employees in Sage HR Online Services after the move. We recommend you delete as many as possible in Sage Employee Online Services to save you time having to remove them after the move.

1. Log in to Sage Employee Online Services.
   
    TIP: You can log in via https://eol.sage.co.uk/  
   
   
2. Click on the Payslips tab.
3. Under Manage employees click WORK WITH YOUR EMPLOYEES.
4. On the relevant employee, click DELETE.
   
   TIP: To delete multiple employees, select the checkbox next to their names, then click DELETE SELECTED.
   
   

TIP: If you're not sure which employees are leavers, you can cross check them with a list of employees on your Leavers report in Sage 50 Payroll. For steps on how to run this report, use our How to identify leavers guide.

You must check your employees' email addresses are correct, up to date, and have no duplication. This is what they will use to log in to Sage HR Online Services.

As soon as you move, your Sage ID (the email address you use to log into Online Document Settings) will become the main administrator. It's not possible to use the same email address as an employee record. 

TIP:  The email address used to start the move becomes the main administrator in Sage HR Online Services, which is the highest level of access. This can't be currently changed.

Need to change an email address?

If you've made these checks, and need to amend any email addresses for your employees or manager users, this is easy to do:

• To change an employee's email address in Sage Employee Online Services? Follow these steps >

  1. Delete the employee from Sage Employee Online Services

  1. Log in to Sage Employee Online Services as an employer via https://eol.sage.co.uk/  
     
  2. Enter your log on credentials.
  3. Click Employees.
  4. Select the required employee, then click Delete.

  
  

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   NOTE: the next two steps can only be completed if you can access your company in Sage 50 Payroll. If you already have your prompt to move, amend the employee record in Sage 50 Payroll after the migration, then upload their historical payslips to Sage HR Online Services.

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  2. Enter the new email address in Sage 50 Payroll

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

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  3. Upload historical payslips

  1. Click on Company then click Online Document Settings.
  2. Next to Upload Historical Payslips, click Do It Now.
  3. Enter the date range that you want to upload then click continue.
  4. Select the required employee then click Upload.
  5. Click Publish Payslips.
  6. Click You have (X) Payslips waiting to be Published.
  7. Select the employee then click Publish Payslips.
  8. Select to publish now or delay until a date.
  9. Click Update Payslips.
     
     

  The payslips are published and the employee will get a new welcome email asking them to register for Sage Employee Online Services using their new email address.
  
  NOTE: After you move to Sage HR Online Services this welcome email will no longer be relevant for your employee. If the employee requires a new welcome email after the move you can resend them one from within Sage HR Online Services.

• To change an email address of an Online Services manager user? Follow these steps >

  1. Open the Employer Online Payslips portal.
  2. Enter your existing Manager user Sage account (formerly Sage ID) and password, then click Sign In.
  3. Click the Settings tab, then click Manage permissions.
  4. Click Add User.
  5. Enter the new email address under Sage account, then select Manager as the permission level.
  6. Click SAVE.

  You now have another Manager user. If this new manager user is to replace another one, log in with the new manager user credentials, return to the Manage permissions page, then next to the user you wish to remove, click Delete.

You should let your employees know that the way they access their payslips is going to change. To help you do this, you have two options:

• Email them  - Click here to view suggested email template >

• Create message in Sage Employee Online Services  - Click here to view suggested message template >

When your Online Services data is moved, pending payslips aren't included.

If you want these pending payslips to show in Sage HR Online Services, you must publish them before you move.

1. Log in to your Online Services portal to check your payslip statuses.
2. Under Manage payslips you can see how many payslips are yet to be published.
   
   
   
   
3. If there are any, click X PAYSLIPS TO BE PUBLISHED.
4. Delete or publish any pending payslips.