Create Employees from Sage HR
- Log in to (Undefined variable: Var_Product.SageHR) with an administrator account.
- Go to the (Undefined variable: Var_Product.SageHR) screen > Create New Employees.
- To create a new employee in (Undefined variable: Var_Product.SageHR), 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.
- Enter some details in the personal details' section and click Save.
- Log in to Sage 300 with a user that has access to Sage HR Integration screen.
- Open the Sync Employees screen.
- Click Download Employee Changes from Sage HR .
- After a few seconds, open the Create Employees from the (Undefined variable: Var_Product.SageHR)screen.
- 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.
- Close the screen and repeat the above steps for subsequent employees.
Note: Sage 300 payroll only syncs with employees' home phone numbers. Mobile and work phone numbers are stored in (Undefined variable: Var_Product.SageHR) only.
This will download all updates from Sage HR including the new employees.
The new employees from Sage HR should be visible.