Summary
Description
If you have an employee in that isn't in Sage HR Online Services yet, but does exist in Sage 50 Payroll you can easily create their profile in Sage HR Online Services by uploading their payslips.
For more details about this and what you need to do, check out the steps below.
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Before you start
To add an employee to Sage HR Online Services this way, you must ensure the following.
- The employee exists in Sage 50 Payroll
- You have enabled the employee for Online Services
How to add an employee to Sage HR Online Services
When you're logged in to Sage 50 Payroll, to create the employee in Sage HR Online Services all you need to do is upload the employee's payslips. Their profile will then be created in Sage HR Online Services, and be automatically linked to their record in Sage 50 Payroll.
Does the employee have existing payslips to upload?
- Yes - We recommend you upload their historical payslips to add the employee
- No - You have two options to add an employee via uploading payslips
- If you can wait until their first payroll is processed, upload their next payslip to add them
- If you want to add them before their first payroll is processed, you can add the employee manually in Sage HR Online Services. Their Sage HR Online Services profile and Sage 50 Payroll record link together when their first payslip is uploaded
What employee information is imported across from Sage 50 Payroll?
When you add an employee via uploading payslips, there are several details that import across from Sage 50 Payroll. Some you can only amend via Sage 50 Payroll, but some you can edit directly within Sage HR Online Services. For more information visit our guide, Which employee details import to Sage HR Online Services during payslip uploads?
How can I add additional employee information?
Additional information, which is anything other than the four key details mentioned above, you can either add manually, or you can export information from Sage 50 Payroll and import it into Sage HR Online Services.
Do you use the Sage HR modules?
If you use the Sage HR modules, such as Core HR and Leave Management, there are some tasks you may need to do before you consider the employee fully set up in Sage HR. For example, to assign them a Direct Manager, a team, a time off policy etc.
For help with this, use our Sage HR knowledgebase guide, Set up an employee for Sage HR modules.