Set up Sage HR Online Services - Preparation checklist

3. Admin user email address

The person who first sets up Sage HR Online Services through Sage 50 Payroll becomes the main admin user.

The main admin user has full access to Sage HR Online Services and Online Services Settings within Sage 50 Payroll. They have the ability to add additional admins in Sage HR Online Services after setup.

Only one person must use the main admin username to log in. If multiple people need admin access, you must complete setup then either give existing employees administrator access, or create new administrator users as appropriate.

 CAUTION: The email address you use for the admin profile must not be used for an employee record in Sage 50 Payroll - this is to avoid the main admin profile being merged with an employee profile, which can cause problems going forward.

5. Employee email addresses

An employee's email address is what they will use to log in to Sage HR Online Services. As a result, it is essential that you check the following:

• Ensure all email addresses in employee records in Sage 50 Payroll are accurate, not duplicated, and up to date
• Ensure the email address for the employee is not the same as the one you use to set up Sage HR Online Services
• Email addresses are case-sensitive in Sage HR Online Services, so ensure they are all lowercase
• We recommend the email address used for an employee is one they want to use long-term, as the process to change their email address means having to delete their profile and set them up again
• Ensure their email address is considered appropriate, as it can be possible for an employee's email address to be made visible to other users depending on permissions that you later set

 TIP: You can send out the Employee Details Verification Letter to your employees to confirm or update any details you hold about them, including their email addresses.