1. On the main menu, click Company, then click Add.
   
   

2.  Enter the employee's:

   • First name

   • Last name

   • 
     

     Work email
      CAUTION: This email will be what they use to log in. Make sure it is the email address the employee wants to use, and is entered correctly with no capitalisations.
     
     
   • Start date
     
     
     
     

3. Select the Send welcome email check box.

4. Click Create account.
   
   You're then prompted to send the employee record to Sage 50 Payroll. This allows you to import this employee as an employee record in Sage 50 Payroll.  
   
   
   
   
   

5. If you want the employee to be in Sage 50 Payroll, complete the form and then click Save.
   
   If you want to complete the form later or you don't need the employee to be in Sage 50 Payroll, select Skip for now, I'll fill out this form later, then click Save.
   
    TIP: In the Bank account details section, this section must be completed to continue. If you don't have those available yet, enter dummy information which you can amend later once you have the real bank details.
   
   
   

You have now created the employee profile in Sage HR Online Services.

After you create the employee profile

In the Company Directory under the employee's name, you see a warning message 'Missing payroll information'.

When you go to the employee's profile, you see one of two messages depending on if you completed the starter form or chose to skip it.