Set Up Sage HR

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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.1

  • You need to be the administrator to set up Sage HR.
  • You need to use Sage 300 Desktop.

To set up Sage HR:

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 Sage HR screen, deselect the Connection Active box.