Sage One Payroll Switching Hub

Thank you for choosing to switch to Sage One Payroll from Sage Instant Payroll. To help you get off to the best possible start, we’ve put together all of the information you need to switch.

When switching to Sage One Payroll, you can choose to set your employees up from the start of the tax year then process your payroll up to date. Or, you can choose to set your employees up from your next pay period, and enter the amount you’ve paid them in instant payroll as year to date values, or opening balances.

Note: If you pay your employees two weekly or four weekly, you must choose the first option and reprocess them from the start of the year.

Set up from the start of the year
Set up mid-year

Switching from the start of the year

You can now switch to Sage One Payroll from Sage Instant Payroll in four quick steps. To make the switching process as simple as possible, we’ve created four short videos, which take you through each of these steps. So you can see just how easy it is to switch, we recommend you watch each of the videos in turn. If you need any additional information, you can find out more from our detailed step-by-step guide.

Note: If you switch from the start of the current tax year, you need to process each period in turn until you’ve processed up to date.


1. Prepare for the switch

Watch Part 2: Getting started in Sage One >

In this video:

  • • Print your payroll reports. You need these reports to enter your information in Sage One.

2. Getting started in Sage One

Watch Part 3: Processing payruns >

In this video:

  • • Enter your company information, set up your pay days, and create your employee records

3. Processing payruns

Watch Part 4: Checking your reports >

In this video:

  • • Process your payroll up to date

4. Checking your reports

<< Back to Part 1: Prepare for the switch

In this video:

  • • How to check your reports in Sage One Payroll

For more detailed information about switching to Sage One Payroll
View our step-by-step guide.

Further help & support

If you need any help or support using Sage One Payroll, take a look at our online Help Centre

How to add your Direct Debit details

You can find out more from our Billing Settings article.

Switching mid-year

If you want to start using Sage One Payroll part way through a tax year, you can set this up in a few simple steps. You can find more information about any of these steps in our step-by-step-guide.

Step 1: Prepare to switch

Before you move to Sage One, there’s some information you need to get from Sage Instant Payroll. To help you with this, take a look at our short video

You also need the following information from Sage Instant Payroll:

  • Your HMRC tax district and reference. You can find this in Employer > Maintain employer details > HMRC details
  • The leave dates of anyone who left your employment after the start of the current tax year
  • Details of any pension schemes. You can find this in Employer > Maintain pension schemes. You can see details of which scheme each employee uses in Employee > Maintain existing employees > Deduction details > Pension Details
  • Details of any salary sacrifice pension schemes set up. You can check this in Pay Employees > Maintain employees’ pay

Step 2: Enter your business and payroll settings

  • Basic company information – You can enter this in Settings > Business Settings. This includes your company’s address and contact information
  • Payroll settings – You can enter these details in Settings > Payroll Settings > Payroll Settings

Step 3: Import your data

To create your employees, you need to manually import your employee records and enter their year to date values, or opening balances.

Alternatively, you can choose to reprocess the current tax year in Sage One Payroll. If you do this, as you reprocess you can also set up any pension schemes, student loan deductions or attachment of earnings orders you need.

Step 4: Check your reports

If you chose to reprocess, once up to date, you should compare the P32 from Sage One Payroll to the P32 from Sage Instant Payroll. If required, you can also check your employees’ P11s.

If you chose to enter year to date values at step 3, you need to enter the following, if applicable, when you process your pay during the pay run:

  • Pension schemes
  • Student loan deductions
  • Attachment of earnings orders you