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How to set up Sage HR

Created on  | Last modified on 

Summary

Set up Sage HR to integrate with Sage 50 Accounting by following the easy steps provided. A helpful video is also available.

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.
  4. Select Get Started.
  5. Select Next.
  6. Choose the desired naming format for employees.
  7. Choose how to update employee information.
  8. Select Next.

Employee sync settings. This is where you choose the name format and if you wish to automatically or manually update.

  1. Choose how to upload future payslips and click Finish.
  2. Select Manage records synced with Sage HR to update employee email addresses if needed.
  3. Close to complete the setup.