Manage Users with Sage HR Rights

Manage User Permissions for Sage HR Integration

Related topics

Set Up Sage HR

Delivery settings for payslips

Integration settings for payslips

Manage Users with Sage HR Rights

Employee Sync Settings

Upload Payslips to Sage HR

Upload tax slips to

  • Open the company as the System Administrator.
  • Switch to single-user mode. (missing or bad snippet)

Sage 50 users can either sync an employee record with Sage HR, upload payslips to Sage HR, or both. 12

Note: Sage 50 users with full accounting rights automatically can manage Sage HR settings, sync employee records, and upload payslips.

To give users Sage HR rights

  1. In the Home window on the Setup menu, choose Set Up Users & Roles.
  2. From the Maintain menu, select Users, then Set Up Security. Sage 50 displays the User Security window.
  3. On the Users tab, click Add User.

    Note: If you have already added the user, you can select Modify User and choose their Sage HR options.

  4. On the User List tab, click New User and define their access.

    Note: If you have already added the user, you can select the user in the list and then select Edit User's Rights. Choose their Sage HR options.

  5. Under Sage HR, select the check box by the option you want for the user: Manage synced records or Publish payslips. You can select both.
  6. Under Sage HR, select the check box by the option you want for the user: Manage employee access or Upload payslips online. You can select both. Users with full access automatically can perform those functions.
  7. Click OK to close window.
  8. Click Close.
  9. Click Save and then Save and Close.

Sage 300 users can either sync an employee record with Sage HR, upload payslips to Sage HR, or both.

To give a user Sage HR rights.

  1. While logged in as the Sage 300 Administrator, create a Security Group for Sage HR Integration. The group will be used when assigning authorizations to Sage 300 users. Please refer to the help topic about adding security groups for more information.
  2. After security groups are created, you can assign Sage 300 users to a security group. This is done from the User Authorization screen. Please refer to the help topic about User Authorization for more information.

More user security requirements:

In addition to granting user rights for Sage HR Integration, a Sage 300 user must also be granted rights to the payroll system and rights to access employee records. By default, a non-admin user does not have access to any payroll employees. The Sage 300 ADMIN must grant permission to the user to access all employees or a group of employees. This is done from the payroll system’s User Security setup.

Please refer to the help topics about Canadian Payroll or US Payroll User Security setup for more information .