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Sage Employee Online Services - Set up Online Payslips, P60s and Documents

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Summary

This guide contains the options that were needed to complete within Sage 50cloud Payroll to set up Sage Employee Online Services. This Online payslips platform is being replaced with Sage HR Online Services.

Description

Caution: We temporarily experienced an issue on 23 December preventing email notifications to be sent. This means, if you uploaded payslips during this time your employees won't receive a notification to tell them their payslip is available. We're sorry for any inconvenience this may cause and we're investigating the cause so we can prevent this from happening again.

 

 Sage Online Services is a great service that enables you to upload employee payslips and P60s to a secure online platform so your employees can view and download them.

 

NOTE: If you are setting up and registering a new company for Online Services, you will now automatically be set up on Sage HR Online Services which is replacing Sage Employee Online Services. For set up instructions, you must follow these alternative steps - Visit Set up hub for Sage HR Online Services >

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Step 1 - Register to use Online Payslips/P60s

  1. Log in to Sage 50cloud Payroll, then click Company.
  2. Click Online Documents Settings.
  3. Next to step 1, click Do it now.
  4. Enter your Sage ID email address and password.
  5. Click Sign in, then close your web browser.
  6. Return to Online Documents Settings in Sage 50cloud Payroll.

If step one doesn't show as complete, this could be because you haven't selected an accounts office in Company Settings.


Step 2 - Register your company to use Online Documents

  1. Next to step 2, click Do it now.
    • If you've previously uploaded payslips or P60s, this step completes and you can continue to the Manage Payroll user access rights section. If not, Sage Online Services opens.
  2. Enter your Sage ID email address and password.
  3. Click Sign in then click Allow.

Step 3 - Manage Payroll users access rights

This is an optional step. If you've other users set up in Sage 50cloud Payroll, you can control whether or not they have access to the Online Payslips/P60s and Online Documents options.

  1. Next to step 3, click Do it now.
  2. From the list of users, select or clear the check box:
    • Online Payslips/P60s - allows the user to view and access the Online Payslips/P60s options.
    • Global Changes Online Payslips - allows the user to set up Online Payslips/P60s.
    • Online Documents - allows the user to view and access the Online Documents options.
    • Global Changes Online Documents - allows the user to set up Online Documents.
    • Company Settings Documents Storage - allows the user to view and access the Online Documents in the company settings.
    • Employee Details Online Storage - allows the user to view and access the Online Documents in an employee record.
  3. Click Save.

Step 4 - Manage your employees

Before you complete this step, if necessary you can use the employee details verification letter to confirm your employee details are up to date. You can then choose which employees you want to receive online documents, payslips and P60s.

If you haven't entered an email address in an employee's record, you can enter it now:

  1. Next to step 4, click Do it now.
  2. Select the check box for each employee.
  3. Click Save.

Once you upload payslips, P60s or documents, your employees will receive a welcome email. To activate their online account they must use the activation link within the welcome email.

They can then log in to the Online Services portal any time to view their documents, payslips and P60s. View the employee guide >


Step 5 - Upload historical payslips

This is an optional step. You may need to upload historical payslips if an employee requests a copy of their payslip from an earlier processing period. Or, you may have forgot to upload payslips for your current period. You can upload historical payslips dating back to November 2014.

  1. Next to step 5, click Do it now.
  2. Select the date range you want to upload payslips from.
  3. Click Next and select the relevant employees.
  4. Click Next and confirm the number of payslips for each employee.
  5. Click Upload Payslips, then either:
    • Click Login and Publish payslips, to publish your payslips straight away.
    • Or to publish them later, click Close.
Online Payslips fair usage

You can check the fair usage limit for Sage Online Services with a valid payroll support subscription. Read more >


Step 6 - Visit your Online Documents portal and get started
Once you're at this step you're ready to set up your online portal with your company contact details and logo. Find out more >
  • To open and log in to the portal, click Do it now, next to step 6.

You don't have to log in to Sage 50cloud Payroll to access the Online Services portal, you can go directly to: https://sage.co.uk/employerpayslips


 NOTE: If the steps don't correspond to what you see in your software, it is likely your software is ready to set you up for our new online payslips platform, Sage HR Online Services instead. For instructions on how to set it up - Visit our Set up hub for Sage HR Online Services >

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