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

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Summary

This guide explains the first step in setting up your company in Sage 50cloud Payroll for Sage HR Online Services.

Description

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

Below we have the steps on how to do this if you already have a Sage account, and what to do if you don't already have a Sage account.

Resolution

I already have a Sage account 

  1. Log in to Sage 50cloud 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.

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  4. Enter your Sage account email address and password.

     TIP: We recommend this being a generic email address rather than a specific person's email address. This is to avoid a scenario where someone leaves the business and no-one can access their email account that it was set up under.

     CAUTION: You must make sure that this email address is not the same as one for an employee who will be listed in Payroll - all employees must have their own unique email. If an employee record has the same email address as the main admin, when you first upload payslips to that email address, the admin profile and employee profile in Sage HR Online Services will merge.

  5. Click Log In.

You can now continue to register your company for Online Services.


I don't have a Sage account

  1. Log in to Sage 50cloud 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.

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  4. Enter your email address and click Continue.

    TIP: We recommend this being a generic email address rather than a specific person's email address. This is to avoid a scenario where someone leaves the business and no-one can access their email account that it was set up under.

    CAUTION: You must make sure that this email address is not the same as one for an employee who will be listed in Payroll all employees must have their own unique email. If an employee record has the same email address as the main admin, when you first upload payslips to that email address, the admin profile and employee profile in Sage HR Online Services will merge.

  5. Enter your name and a password, then click Register.
    • An email is sent 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 is activated and currently logged in. 


Next Step

Continue to register your company for Online Services.

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