Set Up Sage HR

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

Setting up Sage HR consists of connecting your company to Sage HR, selecting a delivery setting for online payslips, and then syncing employee records with Sage HR for some or all employees.1

Setting up Sage HR consists of connecting your company to Sage HR, giving Sage HR rights to some users, if applicable, syncing employee records with Sage HR for some or all employees, and then uploading payslips after fully processing payroll.2

Setting up Sage HR consists of connecting your company to Sage HR, selecting a integration setting for online payslips, and then syncing employee records with Sage HR for some or all employees.3

  • You need to be the administrator (sysadmin) to set up Sage HR.
  • You need to decide how and when you want to upload your employees' payslips.
  • You need to decide how and when you want to upload your employees' payslips.
  • You need to be the administrator (sysadmin) to set up Sage HR.
  • You need to use Sage 300 Desktop.

To set up Sage HR:

  1. In the Home window on the File menu, choose Sage HR.
  2. Then, select Set Up Sage HR.

    Note: You can access this service on the Employees & Payroll tab by clicking the Online Payslips icon and selecting Set Up Sage HR. You can access this service on the Employees & Payroll tab by clicking the Online Payslips icon and selecting Set Up Sage HR.

  3. Click Get started to start the setup.
  4. Select a delivery setting. There are two options for automatic upload and a manual option.
  5. Click Finish.
  6. Click Close if you want to sync employee records at a later time or Manage records synced with Sage HR to start now.

    Note: You can also sync individual employee records from the Employee Record window in their individual employee records.

Before you can set up Sage HR, you will need to activate it first.

Note: This will be a one-off process.

Tip: To avoid issues during setup, ensure Microsoft Edge WebView2 Runtime is installed in the Windows Control Panel. For more information, see Knowledgebase article: 240514212153870.

  1. Go to Administrative Services > Data Activation.

    After successful activation, Sage HR will be visible in Common Services.

  2. Launch the Sage HR screen.

  3. Then, select Connect Company and a welcome message will appear.

    4. Note: To successfully connect your company, you will need to fill these boxes, found in Common Services > Company Profile Screen : Company Name, Tax Number, Business Registration Number and Country Name.

  4. Click Get started below the welcome message to start the setup.
  5. Enter the email address and password in the authentication page.
  6. Click Login and wait for the confirmation page to pop-up.
  7. Open a browser, enter https://sage.hr/signin. Sign in with the same email address and password used in step 5.
  8. Confirm the existence of the new Sage HR company. Sign-out from Sage HR.

Important! Before you proceed, make a backup copy of the connection.dat file found in this folder: <shared data folder>\company\SageHRIntegration.

Tip: Include the SageHR Integration folder in your daily backup.

To disconnect from Sage HR:

  1. From the File menu, select Sage HR.
  2. Select Disconnect from Sage HR.
  1. From the Sage HR screen, deselect the Connection Active box.