Sage HR Essentials: Integrate with Sage Payroll

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

What is Sage HR Essentials?

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.

Select play on the video below to see how to activate the feature.

To integrate Sage Payroll with Sage HR Essentials 

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

Alternatively:

1. Select Settings from the menu bar
2. Under Payroll, choose Online Payslips and Sage HR.
3. Select Activate Sage HR Essentials.

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 navigation bar, select Payroll.
2. From the Switch Product dropdown menu, select HR.

For more information about HR Essentials, read our article Sage HR Essentials: an employer's guide.

For help managing your employee's payslips and details, visit our HR Essentials admin user hub
For help with Online Payslips as an employee, visit our HR Essentials employee user hub