Welcome to Sage 50 Payroll

Getting started with Sage 50 Payroll

Thank you for choosing Sage 50 Payroll. You can get started with your new software in a few simple steps.

If you are upgrading your software, check your data and take a backup first.

Step 1

With My Sage you can view your account information, access support and manage access to your account details. Read more about what you can do with My Sage.

Create a My Sage login

Step 2

Install your new software. If you need any help with this, please refer to Further help below for step by step guides and installation videos.

If you don't have a CD, you can log in the My Sage, and download Sage 50 Payroll.

Download Sage 50 Payroll

Step 3

A trial serial number and activation key are on your invoice. These expire after 30 days, or 30 uses. To access your full activation key you must register your Sage 50 Payroll software.

You'll need the serial number for your software, and once registered, you'll receive an email with your full activation key.

Register your software

To enter the full activation key in Sage 50 Payroll:

  • Tools > Upgrade Program > enter the full key in the New Key box > Continue.

Further help

System requirements

System Requirements

Installation guide

Windows 8, 7 and Vista install guide

Installation guide

Windows XP and Server 2003 install guide

New install video

New install video

Upgrade install video

Upgrade install video

Terms and Conditions

Terms and Conditions

Submit Feedback

Set up your company

If you set up your company information before you start creating employees in Sage 50 Payroll, you can assign this information to employees as you create their records.

All these options can be accessed from the Company navigation bar.

Pay elements

Use the Pay Elements option to create the different payment and deduction types that make up your employees salary. For example, basic pay, overtime and commission. Doing this means that your employees can see all the payments and deductions on their payslips.

Pension schemes

Changes to pension legislation mean that employers will need to ensure that all employees have the opportunity to save for their retirement through a suitable occupational pension scheme. These changes are being introduced gradually for employers, based on the number of people employed. Your new version of Sage 50 Payroll has been updated so you can fulfil the requirements of the pension reforms.

e-Banking

The e-Banking option is a quick, safe and secure and way to make your payments. It helps you to control your cash flow as you can see the date that payments are due to leave your account, so you can ensure that sufficient funds are available. The e-Banking option creates payment files that can be used by your online banking service to:

  • Make payments directly into your employees' bank accounts.
  • Make your monthly or quarterly payments to HMRC.

View compatible banks

Create employee records

Once you've set up your company details you need to create your employee records. You can do this using the Quick Employee option, or the Employee Wizard. Read more about creating employee records.

To use the Quick Employee option:

  • Employee > Quick Employee > enter the employee's details.

Make sure you complete each box marked * and include the details from your employee's starter form, such as a P45 or P46.

Once you've entered all of the employee's details:

  • To save and keep some details as a template for the next record > Save & Retain, otherwise > Save & Clear.

Enter your YTDs

If you're starting part-way through the tax year, to make sure your tax and national insurance (NI) calculations are accurate, you need to enter the year to date (YTD) values for all of your employees. You can get this information from the P11 Deduction Cards. Read more about entering YTD values.

To enter the information:

  • Select the employee > Employee > YTD Values > enter the relevant values > Save > Close.

Look after your data

Back up

It’s really important that you take regular backups so that you can recover your data should it become corrupt or unusable. You can then use these backups to replace any missing data, saving you hours of time having to re-enter the information.  When you back up depends on how often new information is added to your software and when you perform important tasks, such as paying your employees and updating their records. Read more about how to back up and restore your data.

Checking your data

To check the information in your software and highlight anything unusual or inconsistent, you can use the Health Check routine. For example, it will highlight any employee with a date of birth in the future, or missing pay periods. Some of the information reported may need correcting, while other details are for information only. Performing a health check on your data is now even more important since the introduction RTI.


Further help

System requirements

Getting Started Guide

New install video

Pension schemes video

New install video

e-Banking video

Terms and Conditions

Terms and Conditions

Submit Feedback

Report Designer basics

You can use Report Designer to edit reports and create professional and personalised reports for your business. To edit a report:

  • Select the required report > Edit > make the changes you require.

You don't have to be an expert to make the changes, as you can use the Dynamic Help option in Report Designer to help you edit your reports. Find out more about Dynamic Help

If you'd like to learn more about the other options available, why not have a look at our quick guide to Sage Report Designer features?

We also have the following articles available to help you with Sage Report Designer:

Report Design Service

If you want a report designed to a certain specification and you're not comfortable doing this yourself, or you'd rather not spend doing this, you can submit a Report Design request to us using the Layout and Report Design Specification form.


Further help

Terms and Conditions

Terms and Conditions

Submit Feedback

Sage 50 Payroll: Auto Enrolment Edition

auromatic enrolment

Employers have new legal duties to automatically enrol certain members of staff into a pension scheme and make contributions towards it.

Sage 50 Payroll Auto Enrolment Edition contains a number of features designed to make dealing with automatic enrolment simple and stress-free.

The new features of Sage 50 Payroll: Auto Entolment Edition include:

  • The Pensions Centre: Quick access to information on pension providers, employers can create an action plan based on Pensions Regulator best practice, calculate the cost of contributions and access lots of knowledge on Automatic Enrolment.
  • HMRC Reconciliation: Quickly provides information to answer RTI queries quickly, effectively and without stress.
  • Sage Business Community: Provides access to experiences, tips and advice from other like-minded business owners from directly within the product.
  • The Pensions Module: From £14.99 per month, you can also subscribe to The Pensions Module, and take the stress out of processing your workforce under automatic enrolment.

Supporting you with automatic enrolment

Workplace pensions law has changed with the introduction on automatic enrolment. To help you understand and prepare for the change, we have a number of different training options available to you. To view availability and pricing, please view the automatic enrolment training website.

If you're not using Sage 50 Payroll Auto Enrolment Edition, and would like to know more, please visit the Sage Store.

For more information about automatic enrolment, refer to our dedicated automatic enrolment support siteThe Pensions Regulator website, or the following articles:

  • 31522 - Supporting you with automatic enrolment
  • 31393 - 7 step approach to automatic enrolment
  • 27345 - Pension reform and automatic enrolment

Further help

Terms and Conditions

Terms and Conditions

Submit Feedback

Your support options

You can get help with your Sage software in the way that best suits you. Support is available on the phone, online or via e-mail and webchat.

With Sage Cover, our business experts and technicians are available to support you and your bussines, answer any questions, and provide expert guidance.

For more information, and purchase Sage Cover, visit the Sage Store.

Support articles

If you need help within the software, press F1 to bring up more information about the area you're in.

To get information and view demos on a variety of payroll topics, including getting started with Sage 50 Payroll, click Show Me How.

You can also visit Ask Sage, which contains over 1,800 payroll articles, to help and support you with your Sage 50 Payroll software.

Free webinars for Sage Cover Extra members

If you're a Sage Cover Extra member, you can attend live webinars on how to prepare for year end, run year end and start the new tax year.

Each session lasts up to an hour, and we take you through the year end process with live demonstrations in Sage 50 Payroll. We're on hand to answer your questions during the webinar or you can just sit back and watch.

We've a selection of dates and times to choose from, so find out more and book your place, visit our website.

Talk about it in the Sage Business Community

The Sage Business Community is a new forum for Sage Cover members, where you can:

  • Post your business questions and share your hints and tips with other members.
  • Find new customers and suppliers.
  • Make connections and network with like-minded businesses and people in similar roles.
  • Join in with the discussions to share and demonstrate your expertise.
  • View topical and relevant business articles on managing and growing your business, including key legislation updates.

Join in now at www.sage.co.uk/communities

Develop your knowledge

Sage Training is a versatile and valuable service that enables you to use your Sage software to its fullest potential. Quality training benefits businesses, improving staff retention, morale, productivity and, of course, performance.

You can choose from:

  • Classroom based training.
  • E-learning.
  • Self-study.
  • Private training sessions, held on your premises.

For more information, and to purchase Sage training, visit the Sage Store.

Training centres

Contact us

Terms and Conditions

Call 0845 111 55 55

Terms and Conditions

Email the team here


Further help

Terms and Conditions

Terms and Conditions

Submit Feedback

Thank you for choosing Sage 50 Payroll. Below, you can find all the information you need to help you move your payroll data into Sage 50 Payroll - we've broken it down into 5 easy steps and provided further useful information to help you get familiar with Sage 50 Payroll. Simply choose your existing software to get started.

Easy switch guide - Iris Payroll

Five steps to Sage

There are just five steps to transferring your data into Sage 50 Payroll from Iris Payroll. Our detailed Easy switch guide explains everything in more detail, but here's an overview and videos to show you how.

Preparing to switch Before you start moving your data to Sage, you need to make sure you've completed your current payroll run in Iris, including printing any reports and payslips, creating your BACS file, posting journals and Finalising your pay period.
Exporting your data Although you need to manually enter some of your details into Sage 50 Payroll, you can save a lot of time by exporting your basic employee details and year to date values from Iris as CSV files then use this data to import into Sage 50 Payroll.
Preparing your data for import To ensure that your data is successfully imported into Sage 50 Payroll, you need to amend the CSV files you've exported, to add in column headings and change the format of certain fields.
Setting up Sage 50 Payroll Once you've got your employee data ready to import, you can start setting up Sage 50 Payroll.
Importing your data When you've set up your company, you can import your employee details. This process creates a record for each employee, where you can view and record all information to do with their employment.

For your Easy switch guide to moving your data to Sage, click here.

Using Sage 50 Payroll

Now that you've set up your new software, you can start processing. We've put together the following resources to help you find your way around...

  • Name check - Our feature and name comparison, helping you get used to the Sage terminology.
  • Which report? - One of our most popular articles, which helps you to decide which report you need to run.
  • How to process - A step by step guide to processing your pay in Sage 50 Payroll.
  • Show me how - One of the latest features in Sage 50 Payroll, including videos to show you how to process your first payroll, process statutory payments, set up holidays, reconcile your RTI submissions and much more. Within your software, from the horizontal toolbar click Show me how.

Further help

Terms and Conditions

Terms and Conditions

Terms and Conditions

Easy switch guide