How to add a new employee manually in Sage HR

How to create an employee profile in Sage HR.

1. On the main menu, click Company, then Add.
2. Enter the employee's First name, Last name, Work email, and Start date.
   NOTE:

   This email will be what they use to log in. Make sure it's the email address the employee wants to use. Enter it correctly with no capital letters.

3. Select the Send welcome email checkbox.
4. Click Create account. 
   NOTE:

   You'll get a prompt 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.
   • If you want to complete the form later, select Skip for now, I'll fill out this form later.
6. Complete the Bank account details section. If you don't have those available yet, enter dummy information that you can amend later once you have the real bank details.
7. Click Save.

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