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 you haven't been contacted 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 The URLs for the admin console may be restricted by internal systems; it may be necessary to request 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 2 new buttons, which are used to configure an SFTP administrator, and create inbound triggers.

  4. Update the Payroll Service Page Layout to add the SFTP Service field, used to link your service to the file transfer platform.

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