How to set up Sage HR?
Description
Cause
Resolution


  1. Log in to your company as the sysadmin in single-user mode.
  2. Go to Employees and Payroll.
  3. Select Online Payslips dropdown arrow and choose Set up Sage HR.

 Image of Set Up HR menu.

  1. Select Get Started.
  2. Select Next.
  3. Choose the desired naming format for employees.
  4. Choose how to update employee information.
  5. Select Next.

Image of Employee Sync Settings.

  1. Choose how to upload future payslips and click Finish.

Image of Delivery Settings.

  1. Select Manage records synced with Sage HR to update employee email addresses if needed.
  2. Close to complete the setup.
Steps to duplicate
Related Solutions