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Welcome to Sage HR

We've created this collection of articles to help you learn about the features of Sage HR.

Set up Sage HR

How to get started and set up using Sage HR.

2FA (Two-Factor Authentication)

Guides relating to managing 2FA as an Admin or Employee user.

Sage Payroll (UK) integration

Guides specific to integration with Sage Payroll and managing Sage HR Essentials and payslips.

Guides for employee users

Information and help for employees users.

Mobile app

Download the Sage HR app for iOS & Android to access Sage HR on your mobile phone.

Managing your employees

How to add, remove or edit employee profiles.

Permissions

Control what your users have access to in your Sage HR company.

Core HR

Use the core HR features, such as documents, announcements, training etc.

Leave Management

Use the Leave Management module to process your employee's time off.

Timesheets

Use the Timesheets module to record hours worked by employees.

Shift Scheduling

Use the Shift Scheduling module to manage shifts for employees.

Expenses

Use the Expenses module to submit and approve employee expenses.

Performance

Use the Performance module to create goals, surveys, feedback, and much more.

Recruitment

Set up and use the Recruitment module to manage your recruitment process and track applicants.

Sage Payroll and HR (US and CA)

Guides for customers who have a Sage HR integrated with Sage Payroll (Canada and South Africa).

Sage Payroll and HR (South Africa)

Guides for customers who have a Sage HR integrated with Sage Payroll (South Africa)

Reports

To help with HR analysis and employee reporting.

Integrations

From synching Outlook calendars, to Slackbots to API, Sage HR can be integrated with other third party software.

Other

General Sage HR queries