I haven't done the migration preparation steps
Description

Before you move to Sage HR Online Services there are four main preparation tasks we recommend you complete.

  • Remove leavers from Sage Employee Online Services
  • Check email addresses - Most importantly, confirm the email address you use to start the move isn't the same as one used for an employee
  • Notify your employees about there being a change soon
  • Publish any pending payslips

Ideally, these are done before you receive your prompt to move. If your prompt now shows in Sage 50 Payroll before you had a chance to do these tasks, we advise you do as much of them as you can before you start the migration, as you can access Sage Employee Online Services to do some of these tasks outside of Sage 50 Payroll.

All of these tasks are things we recommend you do to save you time later on, but they do not prevent you from starting the migration.

If you need access to your payroll company immediately and don't have time to do all of these preparation tasks, you must do one thing before you start the move.

  • Please check that the email address you will enter to start the move isn't one used for an employee.

This is to avoid your main admin profile merging with an employee profile. Your other tasks and potential consequences for not doing them can be resolved after the migration is complete.

We run you through all of this in the section below.

Cause
Resolution

How to check the email address

When you start the migration, you are asked to enter a manager email address and password to begin the move. This email address becomes the main admin in Sage HR Online Services, who can see and do everything in your new portal, including being able to see all payslips. 

This email address mustn't be the same email address used for an employee to access their payslips. This is to avoid the main admin profile and an employee profile from merging, which is irreversible.

You can check the email addresses used by logging in to Sage Employee Online Services via https://eol.sage.co.uk.

If you notice an employee does have the same email address as a manager account, then please start the migration using a different manager account.

 TIP: If you don't have another manager account available to start the move you can either create a new one or delete the employee from Sage Employee Online Services and add them to Sage HR Online Services with a different email address later -


What happens if I migrate without deleting leavers in Sage Employee Online Services?

The migration will work fine without doing this, just be aware that when you later log in to Sage HR Online Services after the migration, any leavers that were listed in Sage Employee Online Services will show as active employees in Sage HR Online Services. To remove them as active employees you will need to 'terminate' them. For steps on how to do this in Sage HR Online Services, use our guide - Remove employees who have reappeared after updating Online Services.

This is also explained in our 'After you move' guide.


What happens if I start the migration with an email address used by an employee?

If this happens, the main admin profile and an employee's profile merge, which is irreversible. If this ends up occurring, please contact Sage 50 Payroll support so we can check and confirm any additional steps that need to be taken.


What happens if I migrate without notifying my employees?

Notifying employees is just some best practice we recommend so that your employees are aware that there are going to change soon to the way they access their payslips. If you haven't done this yet, you can simply notify them after the migration using the suggested email template available in Step 3 - Notify your employees in our support hub


What happens if I don't publish pending payslips?

After you complete the migration, you can easily just upload those payslips again that were sat as pending before the move.

 TIP: Join one of our live webinars where a Sage expert shows you how uploading payslips to the new portal works, as well as answers any questions you have.


Migration support hub

For everything you need to know about moving to Sage HR Online Services, including how to move, what to do after the move and Frequently Asked Questions, visit our support hub.

Go to hub


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