We've created this guide, so you have everything you need to set up and start using CakeHR by Sage, Online Services.
Before you start using Online Services to upload your employee payslips, we recommend you complete the following tasks:
- Check you have your Sage ID login details: If you don't have one, you can create one when you set up Online Services.If you've logged in to the My Sage website before, use these details to sign in.
- Check the email address on your employee records in Sage 50cloud Payroll:You can use the Employee Details - Personal report.
Set up Online Services
Complete six set up tasks in your Sage 50cloud Payroll software:
Importing employee details
When you upload payslips or historical paylips to your Online Services, this automatically imports your employees details.
This includes the employee's first name, last name, work email address and employment start date. To ensure these details match with Sage 50cloud Payoll, these fields are locked once imported and can't be changed within CakeHR. Any changes to these four fields must be made in Sage 50cloud Payroll which updates your employee details in CakeHR Online Services each time you publish payslips.
To save time setting up the additional employee details in CakeHR, you can export the details by running a report from Sage 50cloud Payroll and then import it in to CakeHR.
Once you enter your employees' payments and process your payroll as normal, you can upload your employee payslips each time you pay them.
Customise CakeHR to your company
Add your company logo and change CakeHR colours to fit your brand.
Resend a welcome email
When you upload payslips or historical payslips for the first time, your employee is sent a welcome email inviting them to start using Cake HR Online Services to view their payslips.
The welcome email expires after 24 hours and so it may be necessary to resend a welcome email to an employee, if they don't set up access to Online Services within that time.
You can find further information from the CakeHR by Sage knowledge base.