To create an employee record in Sage HR, upload their payslip from Sage 50 Payroll when you process their first pay.
For help with doing this, continue to follow this article.
To add an employee to Sage HR Online Services this way, ensure you have:
When you upload a payslip from Sage 50 Payroll to Sage HR Online Services, the system creates the employee's record in Sage HR automatically.
The system also automatically links their profile in Sage HR, to their employee record in Sage 50 Payroll.
For help with doing this, follow the upload their next payslip article.
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, go to the which employee details import to Sage HR Online Services during payslip uploads article
You can either:
If you use the Sage HR modules, such as Core HR and Leave Management, enter more details in Sage HR. For example, assign the employee to a Direct Manager, a team, a time-off policy etc.
For help with doing this, follow the set up an employee for Sage HR modules.