Frequently Asked Questions
Q: What is Sage Source?
A: Sage Source is an empowering and engaging personal online workspace. Sage Source aims to make your business life easier by putting the services and tools you value in one place. It combines services like company communication, knowledge bases, electronic paystubs, and buying discounts with email, news, and other tools you use daily and makes all of them available to you through a single point of access.
Q: How do I get a logon ID to Sage Source?
A: We will invite Sage Business Care customers to join Sage Source, starting with customers using Sage HRMS, Payroll, and Sage Abra Suite. We will then invite customers who use other Sage products in a phased approach. If you are a Sage HRMS or Payroll customer currently enrolled in Sage Business Care, you can sign up on the Sage Source Sign Up page.
Q: Where do I locate my customer number?
A: Your Sage customer number is also referred to you as your Sage account number. You can locate your customer number on invoices from Sage. It is ten digits and the same number you use for Sage Business Care support calls. Please note, Sage customer numbers were recently updated, and you must use this new number to sign up for Sage Source. If you cannot find your customer number, please send an email to email@example.com and we will get back to you as soon as possible.
Q: What benefit can Sage Source provide to our organization?
A: Sage Source allows you to streamline business processes and offer employees access to valuable online business tools and benefits at no additional cost as part of Sage Business Care.
Q: Does our company need to use a Sage product to be able to use Sage Source?
A: Initially, yes. Sage HRMS customers will be the first with access to Sage Source. From there, other Sage customers using other Sage products will also be invited to join. If you are not a Sage product user but are interested in using Sage Source for your organization, please let us know by submitting your information through the form on the Interested in Sage Source page.
Q: Does Sage Source require involvement from our organization's IT department?
A: No, Sage Source requires no implementation, no IT involvement, minimal administration, and no additional investment. As a Sage HRMS customer, all you need is access to the Internet, a logon, and employees who appreciate the benefits. We take care of the rest, and due to its self-service nature, employees will find it easy to use.
Q: How does Sage Source access our employee data from our on-premise product?
A: Sage Source uses a downloadable tool, the Sage Client Connect, that enables a connection between on-premise Sage products, Sage Source, and third-party connected services. The tool runs on Windows at your organization site and is associated with a particular Windows user / Sage Source administrator. The administrative user must authenticate with Sage Source and the organization's on-premise Sage product to upload employee data. The data is transferred via HTTPs, the same way Sage Source is accessed. A client-specific certificate is used to secure access. For more detailed technical information please download the Sage Source Client Connect Technical Overview.
Q: Does our organization have to pay for Sage Source?
A: No, Sage Source is now included as part of the Sage Business Care support plan.
Q: How do our employees access Sage Source?
A: Your organization will send you an email invitation. Then all you need to do is create a Sage Source logon ID, and you can get started using Sage Source!
Q: Will Sage Source allow access to websites that our IT Department currently blocks?
A: If your IT Department has firewalls in place to block access to certain websites, those firewalls will remain in effect in Sage Source.
Q: Do my employee's need to be logged onto their computers at work to use Sage Source?
A: You do not need to be logged onto your work computer or network. You can access Sage Source anywhere there is Internet access, including at home.
Q: Can I see my employees' personalized Sage Source portal or the information within?
A: No, you do not have access to your employees' Sage Source portal. Your employees can invite you to Sage Source and recommend gadgets available through Sage Source, but there is no way you or anyone else can access your employees' information in Sage Source unless your employees provide you with their personal logon information.
Q: Is an employee's personal information safe and secure on Sage Source?
A: As some of the information within Sage Source is very personal, Sage Source is designed such that only the user with the appropriate credentials can log on and view the user-specific portal. While your company administrator is able to share gadgets with you, only you can access your personalized portal.
Q: What is a gadget?
A: Think of a gadget as a mini-website. Each gadget is tied to a specific product or service provided by Sage or a Sage partner. Depending on the product or service tied to the gadget, the gadget will have different functionality.
Q: How do I add a gadget to Sage Source?
A: To add a gadget, you simply click on the “Add a gadget to this page” to access the Sage Source gadget catalog, view the various gadgets available, and add those you want on that particular page.
Q: Can I add gadgets from other (non-Sage Source) gadget catalogs?
A: No, not at this time. The gadgets that display in the gadget catalog are selected by Sage, serving as your trusted advisor, and then organizations and the employees of those organizations can select the gadgets that they want to use. If you have an idea for a new gadget you'd like to see in the catalog, we'd love to hear about it. Write to us at firstname.lastname@example.org.
Q: Can I delete a gadget that I no longer want or use?
A: Yes. Sage Source is all about personalization, and you as the end-user are in control of the look and feel of your workspace. For the most part, you can add, delete, and move gadgets as you please.
Q: What is the difference between Sage Source and Employee Self-Service (ESS)?
A: Sage Source and Sage ESS are two different offerings from Sage, with Sage ESS available as a paid service and Sage Source included as a value add to Sage Business Care. Sage ESS will continue to provide a variety of features, including PTO requests and balances, employee communication back to employer, and benefits enrollment.