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

Step 1 - Register to use Online Payslips/P60s

1. Log in to Sage 50 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 50 Payroll.

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 50 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 >

• 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 50 Payroll to access the Online Services portal, you can go directly to: https://sage.co.uk/employerpayslips