Setting up Mobility for payslip delivery

Mobile allows electronic delivery of employee payslip to the cloud. The employee accesses the mobile app on smartphones or website to view payslips.

Mobility is available if you're not licensed for Sage Self Service.

Employees need both an email address and cellphone number to create an online profile for Mobility.

Review Advanced Access Control

1. Access your company from the Company Listing screen.
2. From the Main Menu, go to Company, then select Access Control.
3. Select Advanced Access Control.
4. Click Continue.
5. Select the user profile.
6. Go to Advanced Page 1.
7. Set Basic Company Information to Full.
8. Click Close to return to the Access Control Menu.
9. Click Close to return to the Main Menu.

Complete Mobility Company Setup

1. From the Main Menu, go to Payroll, then select Mobility.
2. Choose Company Setup.
3. Click Terms & Conditions to review, then click OK.
4. Select I agree to terms.
5. Select This Company Uses Mobility.
6. Review and update the Company Details section.
7. Click Upload.
8. Click OK when company details upload successfully.
9. Complete the Administration Details section:
   • Enter Administrator name and surname
   • Complete the administrator's email address
   • Enter a password
10. Click Upload.
11. Click OK when administrator details upload successful.
12. Click Close to return to the Main Menu.

Print consent forms

1. From the Main Menu, go to Payroll, then select Mobility.
2. Choose Print Employee Consent form.
3. Select to print forms to printer or PDF file.
4. Click Continue.
5. Distribute and receive signed forms back from employees.

Complete Mobility Employee Setup

1. From the Main Menu, go to Payroll, then select Mobility.
2. Choose Employee Setup.
3. Click Step 1 to Generate employee consent forms (if you didn't do it previously).
4. Click Step 2.1 to select employees to activate consent for.
5. Choose employees from the list and click Close.
6. Click Step 2.2 to update the consent on employee.
7. Clock OK to continue.
   
   NOTE:

   View employee consent on the Analysis Details tab of the Employee Information screen. Here you can deactivate consent if needed.

    

8. Click Step 3.1 to select employees to upload to the cloud.
9. Choose employees from the list and click Close.
10. Click Step 3.2 to update the consent on employee.
    An onscreen message confirms we've updated the employee personal details to the cloud.
11. Click Close to return to the Main Menu.

Employees receive a registration link per SMS. The need to click the link and reset the password, before accessing the app.

The employees can download the mobile application for Apple and Android devices.

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