Start Guide Salary Payments for Sage Pastel Payroll & HR 1
Our easy to use guide will get you up and running in no time! Sage Pay allows you to seamlessly transfer your salary payments from Sage Pastel Payroll directly to South African bank s. This guide will assist you to: Issue a service key ( used to connect Sage Pastel Payroll to your Sage Pay Account). Insert a service key into Sage Pastel Payroll. Submit a salary batch to Sage Pay. Print a batch report. Authorise a salary batch. View batch reports. Login 1. Navigate to https://merchant.sagepay.co.za. 2. Insert your Username, Password & PIN. Press the green login button. 3. These credentials would have been emailed to you when your was activated, should you not have them, please contact your system superuser to reset your password or contact the Sage Pay help desk on. 2
How to issue a Service Key Service keys allow Sage Pay to validate and verify data sent by the Sage Pastel Payroll application. Service Keys are a vital part of system security and should be treated with the utmost confidentiality. Pastel Payroll requires 3 service keys: Account Service Credit Data Salary Payments Important Note: Always keep your Service Keys safe. 1. Select the Account Profile tab on the black taskbar. 2. Click the grey Account Profile tab on the left hand side of the screen. 3. Click Sage Connect. 4. Click on Account Service from the sub menu and complete the required fields. 5. See page 4 how to insert your service key into your Sage Pastel Payroll & HR software. Notes: Select the pre defined accept URL for Sage Pastel Payroll & HR from the dropdown list. 1. Click the grey Account Profile tab on the left side of the screen. 2. Click Sage Connect. 3. Click on Credit Data from the sub menu and complete the required fields. 4. See page 4 how to insert your service key into your Sage Pastel Payroll & HR software. 3
How to issue and insert a Service Key. 1. Select the Account Profile tab on the black taskbar. 2. Click the grey Account Profile tab on the left hand side of the screen. 3. Click Sage Connect. 4. Click on Salary Payments from the sub menu and complete the required fields. Notes: Select the pre defined accept URL for Sage Pastel Payroll & HR from the dropdown list. Ignore errors If selected, Sage Pay will ignore any validation errors in your payroll batch and only process successfully validated transactions. If not selected then the entire batch is rejected should any validation errors occur. Auto forward This option will instruct Sage Pay to move your salary payment batch to the next valid action date should you have missed the processing cut-off time for payments. Lock batch on upload If selected the contents of your salary batch will be locked so that it cannot be edited by anyone within the Sage Pay environment. 1. Open your Sage Pastel Payroll & HR software. 2. Select Utilities -> Sage Connected Services. 3. Click on the Sage Pay tab. 4. Insert the services keys copied from your Sage Pay into Account Services, Credit Data and Salary Payment. 5. Click OK. 4
How to submit salary batches to Sage Pay 1. Open your Sage Pastel Payroll & HR software. 2. Select Process -> Cheques/Bank Transfers. 3. Click next and select the new option, Sage Pay Salary payments. 1. Access the filter to select the employees you want to include in the salary payments batch. 2. Click Next. 5
How to submit salary batches to Sage Pay (continued) 1. Enter a Beneficiary Reference for the payment and the action date. 2. Click Next. Please be patient while Sage Pastel Payroll & HR validates the information included in the Salary Payment batch before it is transferred to Sage Pay. Once the batch has been transferred, the above message will display to confirm the payment has successfully been uploaded to your Sage Pay. Please Note: You now need to log into your online Sage Pay to verify and authorise the Salary Payment before the transfer is complete. 6
How to download your pre-authorisation report from Sage Pay. 1. Select the Services tab on the black taskbar. 2. Select Payments from the dropdown menu. 3. Click the grey Payments tab on the left hand side of the screen. 4. Select Salaries -> Manage salary batches. 5. The list of salary batches will now be displayed. 1. To download your Pre-Authorisation Report, select Edit clients on the left side of the Salary Batches table. 2. To download your salary batch report, click on the green Download button above the right hand side of the table. 3. Your Salary batch report will be displayed on the screen. Click on the Save icon and select your preferred format to download your report. 4. The batch will automatically start downloading and save in your default downloads folder. Notes: The Pre-Authorisation report details all salary payment transactions uploaded to Sage Pay from Sage Pastel Payroll & HR. Certain transactions may have been rejected due to validation failure of banking details. These details will be emailed to you by Sage Pay or you can access it by selecting Account profile -> Integration Tools -> Batch file upload report. 7
How to authorise a Salary Batch 1. Select Manage Salary Batches from the Payments submenu. The list of salary batches will be displayed. 2. Select the Authorise button next to the batch that you would like to process. Notes: Batches can be unauthorised until 1pm on the date they are to be processed on the Same day service and by 1pm one business day before the payments day for the Dated payment service. 3. The confirm batch authorisation screen is displayed. This is a summary of the salary batch including charges, notifications and a choice of funding options: Pay against available balance if there is sufficient credit in your Sage Pay. Transfer funds if you need to fund the Sage Pay clearing for payment. 4. Read and accept the terms and conditions, then select Authorise. 8
How to authorise a Salary Batch (continued) 1. Should you elect to pay using available balance you will then be re-directed to the Confirm Batch authorisations screen. 2. Click OK 3. Your Salary Batch is now authorised and will be scheduled to run on the selected date. 1. If you are paying using the transfer funds option, you will be prompted to insert the following information. The date when the transfer will be made, The Sage Pay you will be transferring to, The amount to be transferred, The Extra fields are optional for reconciliation purposes. 2. Click on Print report in order to obtain details of the Sage Pay clearing that you need to fund. Note: Please ensure your transfer has the correct reference. 3. Click Authorise to confirm your bank transfer. 4. Your Salary Batch is now authorised and will be scheduled to run on the selected date. 9
How to download your Post Batch Processing Report 1. Select the Services tab on the black taskbar. 2. Select Payments from the dropdown menu. 3. Click the grey Payments tab on the left side of the screen. 4. Select Salaries -> Batch Report. 5. Click on the printer icon to the left of the batch. 6. Click on the Save icon and select your preferred format to download your report. 7. The batch will automatically start downloading and save in your default downloads folder. Still stuck? Contact your personal Account Manager on or email us on 10