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Set up Sage HR Online Services - Sign in to your Online Services

Created on  | Last modified on 

Summary

The first step to set up your company for Sage HR Online Services, in Sage 50 Payroll.

Description

When you set up Sage HR Online Services, you must sign in to your Online Services using your Sage account (formerly Sage ID).

By default, the first person to set up Sage HR Online Services through Sage 50 Payroll becomes the main admin user. We recommend that only one person use the main admin username to log in. After setup, you can grant admin access to existing employees or create new admin users as needed.

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Select the option below for setting up if you have a Sage account or if you don't and need to create one:


▼ I don't have a Sage account

 

  1. Log in to Sage 50 Payroll, click Company.
  2. In the Task menu, click Online Services Settings.
  3. Next to Step 1 within Online Services Settings, click Do it now.

    Online Services Settings showing the first step to sign in using your Sage account.

  4. Enter your email address and click Continue.

    TIP: Use an email address your company can access long term to avoid losing access if someone leaves. Only one person must use the main admin username to log in. After setup, you can give existing employees administrator access or create new administrator users.

    CAUTION: Ensure the email address isn't the same as any employee listed in Sage 50 Payroll. Each employee must have a unique email. If an employee's email matches the main admin's, their profile will merge when you first upload payslips.
  5. Enter your name and a password, then click Create account.
    You'll receive an email to verify your email address and includes a six number verification code.
  6. From the email, copy and paste in the code, then click Continue.

Your Sage account activates and a prompt appears to set up 2-factor authentication. Once you complete this, you can continue to register your company for Online Services.


 

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