Add employee that doesn't need to be in Sage 50 Payroll - Sage HR Online Services
Description

If there is an employee you want to add into Sage HR Online Services, but they don't require to be linked to a profile in Sage 50 Payroll because they won't be needing to view payslips in Sage HR Online Services, you can add the employee manually, then mark that they don't need to be in Sage 50 Payroll.

We'll run you through how to do this.

Cause
Resolution
  1. Click on the ➕ at the top, then click New employee.


     
  2. Enter the employee's:

    • First name and Last name 

    • Email address

        CAUTION: This email will be what they use to log in. You must make sure this email address is the correct email address for the admin user, and ensure it has no spelling mistakes. Make sure you enter it correctly before following the rest of the steps, and that it is not the same as another employee's email address. We advise to avoid entering it with capitalisations.

    • Start date 

  3. To have the welcome email send straight away, select the Send welcome email check box.
  4. Click Create account.
  5. If you are presented with an option to send the employee record to Sage 50 Payroll, select the Skip for now checkbox, then click Save.



  6. On the main menu, click Company, then click on the newly created profile. You should then automatically be on the Employee tab of their profile menu.

  7. Select This employee doesn't need to be in Sage 50 Payroll.



  8. Scroll down to the bottom, then click Save.

The employee no longer has any messaging to say they are missing in payroll.

You can now add any further additional details to their profile, and if you use the Sage HR modules, you can assign them to teams, an employment status, working pattern, time off policies etc.

 [BCB:47:Sales - SEB:ECB]

 

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