By signing the consent form, the employees give permission for you to upload their personal information to Sage Self Service. 

 NOTE: This step is only for setting up the module and adding new employees. 

1. Click Step 1.
2. Click Print Consent Forms to PDF.
3. Tick E-mail the Consent Forms? to email forms to employees.
4. Click Select Employees to choose employees:
   • Click in the Select column to change to Yes
   • Tick Select All to choose all employees
   • Click Continue
5. Click Continue to generate forms.
6. Select Yes to print the Audit Report (if you chose to email forms):
   • The Audit Report includes details of the emails sent
   • The report also includes reasons if it's unable to send the email
7. Click Finish.

 NOTE: This step is only for setting up the module and adding new employees. 

1. Click Step 2.1.
2. Select employees to include:
   • Change IS Flag value to Yes
   • You can select to activate for all or only new employees
3. Click Continue.
4. Click Step 2.2.
   • The system activates Self Service consent on all select employees
5. Click OK.
6. Click Cancel to return to the Main Menu.

To view Self Service Consent on the Analysis Details tab of the employee:

1. From the Main Menu, go to Employee, then select Change Employee.
2. Select the employee from the list.
3. Click Analysis Detail.
4. The details appear in the Mobility and Self Service section:
   • Self Service Consent box ticked
   • GUID no field completed
5. Click Save to return to Main Menu.

 TIP: You can manually activate Self Service Consent as part of the Add Employee process. 

 NOTE: This step uploads employee data, and creates new employee profiles. This also updates the profiles of existing employees where details changed. 

1. From the Main Menu, go to Self Service, then select Sage Self Service.
2. Choose Employee Setup. 
3. Click Step 3.1.
4. Select employees to include for upload.
5. Click Continue.
6. Click Step 3.2.
7. This uploads the employee details to Sage Self Service.
8. Print the error report to resolve upload errors (if required).

Step 4 Upload historic leave transactions

1. Click Step 4.1.
2. Select employees to include for upload.
3. Select transaction date range on Step 4.2.
4. Click Step 4.3 to upload the history leave transactions from payroll.

 NOTE: History leave transactions appear with the status Uploaded from Payroll on Sage Self Service.