Integration Settings for Payslips
On the Delivery Settings window during setup, you can choose how and when you want to upload paystubs.
On the Delivery Settings window during setup, you can choose how and when you want to upload payslips.
On the HR Integration Settings window, during setup, you can choose how and when you want to upload payslips.
You have the following options:
| Option | Description |
|---|---|
| Automatically upload payslips right after processing paycheques. (Recommended) | You process payroll as you normally would. The payslips are automatically uploaded to Sage HR and made available to employees right away. If you process an adjusted paycheque, the existing payslip in Sage HR is replaced with the new one. |
| Automatically upload payslips and make available on the paycheque date. | You process payroll as you normally would. The payslips are automatically uploaded to Sage HR and made available to employees as of the paycheque date. If you process an adjusted paycheque, the existing payslip in Sage HR is replaced with the new one. |
| Manually upload payslips and set an available date. | If you want to use the manual option to upload payslips after processing payroll, you are prompted to log in each time. Then, you have to select Upload payslips from the Online Payslips icon drop down menu. |
| Option | Description |
|---|---|
| Automatically upload paystubs right after processing paychecks. (Recommended) | You process payroll as you normally would. After you print the paychecks and process direct deposit, the paystubs are automatically uploaded to Sage HR and made available to employees right away. If you process an adjusted paycheck, the existing paystub in Sage HR is replaced with the new one. |
| Automatically upload paystubs and make available on the paycheck date. | You process payroll as you normally would. After you print the paychecks and process direct deposit, the paystubs are automatically uploaded to Sage HR and made available to employees as of the paycheck date. If you process an adjusted paycheck, the existing paystub in Sage HR is replaced with the new one. |
| Manually upload paystubs and set an available date. | If you want to use the manual option to upload paystubs after processing payroll, you are prompted to log in each time. Then, you have to select Upload paystubs from the Online Paystubs icon drop down menu. Keep in mind that you have to print the paychecks and process direct deposit before you can upload paystubs. |
- Uploading payslips automatically during posting.
- Uploading payslips automatically for availability on the pay check date.
- Uploading payslips manually (on demand).
- Open Sage HRSetup.
- Go to Integration Settings.
- Select a different integration setting in the drop down menu.
- Click Save.
To modify integration settings
To modify delivery settings
- In the Home window on the File menu, choose Sage HR.
- Then, select Manage Delivery Settings.
- Select a different delivery setting.
- Click Finish.
- Select a different delivery setting.
Note: