Create Employees from Sage HR

1. Log in to Sage HR with an administrator account.
2. Go to the Sage HR screen > Create New Employees.
3. To create a new employee in Sage HR, select employee to be included in Sage Payroll.
• Create a new employee in Sage HR.
• Choose the employee to be included in Sage Payroll by selecting Yes in the dialogue box, at the bottom of the Employee section.
4. Enter some details in the personal details' section and click Save.
Note: Sage 300 payroll only syncs with employees' home phone numbers. Mobile and work phone numbers are stored in Sage HR only.
5. Log in to Sage 300 with a user that has access to Sage HR Integration screen.
6. Open the Sync Employees screen.
7. Click Download Employee Changes from Sage HR .

This will download all updates from Sage HR including the new employees.

8. After a few seconds, open the Create Employees from the Sage HRscreen.

The new employees from Sage HR should be visible.

9. Select one employee and click the Add Employee in Sage 300.
• The payroll employee screen appear with some details.
• At minimum, fill up the required values then click Add.
10. Close the screen and repeat the above steps for subsequent employees.