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Prepare to move to Sage HR Online Services

Created on  | Last modified on 

Summary

Get ready to move to Sage HR Online Services, your new and improved online payslips portal.

Description

To improve the way you can manage your online payslips and P60s for your employees to access online, we're moving customers to a brand new online payslips portal called Sage HR Online Services.

Before you move from Sage Employee Online Services to Sage HR Online Services, you must do these four preparation tasks.

  1. Remove any leavers in Sage Employee Online Services.
  2. Check employees' and manager email address.
  3. Inform your employees of upcoming changes.
  4. Publish any pending payslips before the update.

We'll run you through how to do these tasks below.

  TIP: Got questions about this move? Why not take a look at our FAQs or join our free webinar where a Sage expert runs through what you need to do and answers any questions you have about moving to Sage HR Online Services


1. Remove any leavers in current online services

Every employee listed in your current online payslips portal, Sage Employee Online Services, will be moved across to Sage HR Online Services and show as an active employee, even if they are marked as a leaver in Sage 50cloud Payroll.

To avoid any leavers being moved across to Sage HR Online Services, you must log in to Sage Employee Online Services, and delete any leavers still listed before you say Yes to your prompt to move.



2. Check email addresses

Check employees' email address

It is crucial you check your employees' email address, as this is what they will use to log in to Sage HR Online Services .


Check manager email address

The Online Services manager email address is what you use to sign into Online Documents Settings within Sage 50cloud Payroll. Before you move it is crucial you check this email address, because the manager email address used to begin your move becomes the main administrator in Sage HR Online Services.


Need to change an email address?

If you have made these checks, and need to amend any email addresses for your employees or manager users, this is easy to do:

  • To change an employee's email address in Sage Employee Online Services?
  • To change an email address of an Online Services manager user


3. Inform your employees of upcoming changes

You should let your employees know that the way they access their payslips is soon going to change. To help you do this, we've created an email template you can use to send to them.



4. Check for pending payslips

When your Online Services data is moved, pending payslips aren't included.

If you want these pending payslips to be included, you must publish them before you move Online Services.


 TIP: See these preparation steps in action - Join our free webinar where a Sage expert runs through what you need to do and answer any questions you have about moving to Sage HR Online Services - Register now >


Next steps

Once you complete these four tasks, you're ready to move to Sage HR Online Services once your prompt appears.

We'll notify you the week before you're expected to receive this prompt. If you'd prefer not to wait for this prompt and move now, you can fill out this form. We will then move you the week after you submit the form.

When you do receive the prompt to move, simply click Yes or OK. For detailed steps on the process for how you move -  Read more >


Visit the 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 FAQs visit our Support Hub.