Check your package version Configure an SFTP Settings record Update the list view button layout Create an admin user Update the Payroll Service Page Layout - help

Org setup overview

Important This content is part of a pilot release. If we haven't contacted you to be part of this pilot, refer to our standard content for Sage People Payflow

The following activities need only to be performed once for your organization. These steps ready your org to use the enhanced file transfer platform.

Note Internal systems can restrict the URLs for the admin console. It may be necessary to request that your IT team mark them as "allowed". The URL to request is https://sftpgo.eu.sagepeople.com/

  1. Ensure you have the latest version of the Payflow package.

    For more information about packages, see Upgrading Sage People packages.

  2. Configure an SFTP Settings record for your account. The SFTP setting identifies your organization to the file transfer platform.

  3. Update the Payroll Service list view button layout to include two new buttons. The system uses these to configure an SFTP administrator and create inbound triggers.

  4. Update the Payroll Service Page Layout to add the SFTP Service field. The system uses this to link your service to the file transfer platform.

  5. Create a file transfer platform admin user. Test that you can log in to the file transfer platform.

Note The system automatically deletes files that you leave on the server after seven days. The SFTP server doesn't provide a permanent place for data files. When your automatically forward files, you can configure the system to delete files immediately after delivery. However, you can note this restriction of you'll be picking up files manually or if you process them through any inbound payflow.