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Using Sage Employee Benefits

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Summary

This guide explains how to use Sage Employee Benefits, including how to activate it, upload your employees, and set up your benefits.

Description

 

Don't have Sage Employee Benefits yet? Just leave your details and we'll call you back >

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Activate my account

You don't need any Sage software to sign up, and when you do it's really easy to activate. We'll contact you to walk you through the activation of the service. To register your account, we'll send you an account activation email.

All you need to do is set a password and sign in, then confirm your company details. You can then upload your employees and set up your benefits. Find out more >


Upload my employees

You can upload your employees in one of three ways. Click the links below to see our handy step-by-step guides:

  • Manual Upload - Input your employee details manually.
  • CSV Upload- Upload an excel spreadsheet saved as a CSV file that contains your employee details.
  • Sage Upload - If you use Sage 50cloud Payroll you can export your employee details using a CSV report and upload them.

TIP: If you're new to Sage Employee Benefits, why not watch our free recorded webinar on Sage University to help you get set up? - Find out more >


Set up your benefits

Once you upload your employee details, choose your salary sacrifice options and Sage Employee Benefits portal.


Terms and conditions

If necessary, you can view the Sage Employee Benefits terms and conditions and the Sage privacy notice and cookie policy.


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Simple, automated and all in one place
Manage your employees’ taxable benefits easily and accurately, with online submissions to HMRC. Deadline for P11D submission is July 6 2021.

Find out more >


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