- In Sage HR click Quick actions at the top, then click New employee.
Alternatively, on the main menu, click Company, then click Add.
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Enter the employee's: -
First name -
Last name -
Work email
CAUTION: This email address is what the employee will use to log into your Sage HR company. Make sure this is accurate to ensure that your employee receives the welcome email to create their login to access their payslips.
- Start date
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If you want the employee to receive a welcome email immediately after you add them, select the Send welcome email check box.
If you want to send them a welcome email later leave the welcome email option unticked. You can then resend the welcome email later. -
When you're ready to create their profile, click Create account.
NOTE: The employee's profile is created at this point. So if you don't complete the rest of the steps, you don't need to add them again, you would just go to their profile and complete their details.
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You're then prompted to send the employee record to Sage 50 Payroll. This allows you to import this employee as an employee record in Sage 50 Payroll.
If you want the employee to be in Sage 50 Payroll, complete the form and then click Save.
If you want to complete the form later or you don't need the employee to be in Sage 50 Payroll, select Skip for now, I'll fill out this form later, then click Save.
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TIP: In the Bank account details section, you must complete this section to continue. If you don't have those available yet, enter dummy information which you can amend later once you have the real bank details.
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You have now created the employee profile in Sage HR Online Services. After you create the employee profile In the Company Directory under the employee's name, you see a warning message 'Missing payroll information'.  When you go to the employee's profile, you see one of two messages depending on if you completed the starter form or chose to skip it. I sent the employee record to Payroll > If you completed the starter form and sent a request to send the employee record to Sage 50 Payroll, you see the following message in the employee's profile. The employee is waiting to be approved in Sage 50 Payroll  Your next steps are to go into Sage 50 Payroll and complete the process to automatically create an employee record there. When this has been done, this message disappears after the first time you upload the employee's payslips, which links their Sage 50 Payroll and Sage HR Online Services records together. Do you use the Sage HR modules? If you use the Sage HR modules, such as Core HR and Leave Management, there are some tasks you may need to do before you consider the employee fully set up in Sage HR. For example, to assign them a Direct Manager, a team, a time off policy etc. For help with this, use our Sage HR knowledgebase guide, Set up an employee for Sage HR modules. [BCB:183:Oli Footer CB with feedback:ECB]
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