How to set up employee records for Sage HR

How to set up employee records to be able to sync with Sage HR in Sage 50 Accounting release 2024.0 and higher.

1. Go to Maintain > Employees/Sales Reps.
2. Select the existing employee.
   • If this is a new employee that you haven't set up yet, create the employee record. See How to create a new employee
3. Enter a Primary Email for the employee. This is a required field to enable Sage HR Sync, so use a valid email address that is accessible with the employee.
4. Under Online Access, place a check mark in Sage HR (payslips and forms).
   
    NOTE: Fill in all fields you’ll need before uploading to Sage HR in the next step. If you leave any fields blank when you first upload to Sage HR, it doesn't set up those fields for syncing. For any fields that weren’t part of the initial upload, you'll need to add them to the employee within Sage HR. From that point on those fields will sync and update in both places during uploads or Sage HR Sync. 
   
   
5. Click Save. Employee information will be uploaded to Sage HR.
6. Click OK on the message, "After you sync the employee records with Sage HR, log in to Sage HR and send this employee an invitation." The welcome email sends to the employee automatically. 
   • To resend a welcome email, see How to resend a Sage HR welcome email