Add a new employee

Ideally, an employee will supply you with a P45 from their previous employment. This will have all the necessary details to create a new record in Sage Payroll. If they don’t have this, they have to fill in a starter check list, which replaced the P46 form. For more information, read 'Starter checklist for PAYE' at gov.uk.

If you’re migrating from another software and want to add existing employees into Sage Payroll, read one of the following:

• Manually migrate your payroll data
• Import employees using an FPS file 

Once you have all the relevant information, you can create a new employee record.

Create the new employee record

1. Select Employees from the menu bar.
2. Select Create Employee.
3. Fill in the Personal Details section.
   • Sections with an * are mandatory
   • If the employee hasn't supplied an NI number, leave the NI number box blank
4. Fill in the Contact Details section.
5. Fill in the Employment Details section.
   • Sections with an * are mandatory
6. Select Is a Director and fill in the other fields if relevant.
7. Fill in the Pay Document Preferences section.
   • You don't need to provide an email address if you select Print  

Enter previous tax details

How you fill in the Previous Tax Details section depends on which form the employee has supplied.

• The employee supplied a P45
• The employee hasn't supplied a P45

Sage Employee Benefits - Reward your employees

We want to help your business where we can. That's why we're offering Sage Employee Benefits with a new easy to use layout for free to Sage customers for the first three months.

Leave your details

Starters and leavers when an employee has more than one job