Preparation tasks for Online Services
Description

If you have a payroll subscription, once you install Sage 50 Payroll Ireland v28.1, you're ready to prepare:

Get your employee data ready

Your Sage 50 Payroll Ireland software pushes the following information from your employee records into Sage HR Online Services:

  • First name
  • Last name
  • Address line 1
  • Email address
  • Start date

Confirm that the information in these fields is correct. You can check your employee information using Basic Report Writer.


Employee email addresses

The employee's email address is what they use to log in to Online Services. It's essential you check the following:

  • Ensure individual email addresses aren’t the same as the one you use to set up Online Services
  • Email addresses are case-sensitive in Online Services, so ensure they're all lowercase
  • We recommend the email addresses you use for your employees are ones they want to use long term
  • The process to change their email address means having to delete their profile and set them up again
  • Ensure their email address is appropriate
  • An employee's email address can be visible to other users, depending on the permissions in Sage HR Online Services

What your employees need to know

We advise you to make your employees aware of the following:

You'll be using Sage HR Online Services to upload their payslips

Once you set up your employees for online payslips, advise your employees to look out for their email invitation to Sage HR. They must accept the invitation and set up a Sage ID to log in and access Sage HR.

Who your HR or Payroll admin contact is at your company

Make your employees aware of who their payroll or HR admin contact is. This is so they know who to contact if they have queries about pay values, payslips, or an issue using Sage HR Online Services.


Considerations before registering for Online Services

The first person to complete the Register for Online Payslips screen in your Sage 50 Payroll v28.1 software is automatically the administrator/owner profile. This means they’ll have administrative control over the account, including managing user access and settings.

Before you set up and log in to a Sage account and register for Online Services, carefully consider which Sage account login details to use.


Next steps

Once you've completed your preparation tasks, you're ready to log in to a Sage account to start setting up Sage HR Online Services.