Sage HR Essentials: Integrate with Sage Payroll

As part of your Sage Payroll UK subscription, you’ll soon have free access to Sage HR Essentials.

We’ll let you know in Sage Payroll when Sage HR Essentials is live. 

What is Sage HR Essentials?

If you have set up Online Payslips in Sage Payroll, you may already use Sage HR today.

If not, Sage HR integrates with Sage Payroll as part of your subscription.

It enables you to manage HR tasks and provide an engaging experience for your employees.

With Sage HR Essentials, you can:

• Allow your employees access to payslips and P60s online, including on a mobile app
• View time off information to process payroll for statutory and company leave policies
• Save emergency contacts for your employees
• Store and track Right to Work documents in a secure environment

New employees you add into Sage Payroll or Sage HR Essentials update in the other software. This saves you from entering the same information twice. This is also true for any changes you make to employee records in either software.

As well as accessing payslips and P60s, employees can edit their details in HR Essentials. This will also update Sage Payroll.

To integrate Sage Payroll with Sage HR Essentials 

How you set up Sage HR Essentials depends on whether you already use Online Payslips.

I already use Online Payslips

In that case, integration between Sage Payroll and Sage HR Essentials is automatic.

To access Sage HR Essentials:

1. Find the Introducing Sage HR Essentials window on the Payroll Summary screen.
2. Select Go to Sage HR Essentials.

Alternatively:

1. From the top toolbar, select Payroll.
2. From the Switch Product drop-down menu, select HR.

I do not use Online Payslips

You need to activate Sage HR Essentials before you can use it.

1. Find the Introducing Sage HR Essentials window on the Payroll Summary screen.
2. Select Activate Sage HR Essentials.
3. Once activated, to access Sage HR Essentials, from the same window, select Go to Sage HR Essentials.

 NOTE: You need to invite to Sage HR any employees you want to receive online payslips. Payslips publish the next time you process your pay run.

• Read our article Sage HR Essentials: an employer's guide