In Sage HR, you can send documents to employees and ask them to accept or decline them. Sage HR records each response so you can track document acceptance.
Only users with administrator access can request document acceptance. Employees receive a notification when you assign a document that requires acceptance. Sage HR records each employee's response for review.
Upload a document and request acceptance
Upload a document as an administrator.
Select the employees who need to review the document.
Select Require employee to accept document.
Enter a deadline, if required.
Upload the document.
After you upload the document, Sage HR notifies the selected employees.
Employee response
Employees can select Approve or Decline.
You can review each response in the Documents section.
Adding new starters to a document
Edit the document.
On the sharing step, change the selection to Everyone.
Optionally, deselect Send email notification to avoid notifying existing employees. If you deselect this, the new starter will also not receive an email notification.
Select Save.
New starters aren't automatically added to existing documents. You need to edit the document and re-select Everyone each time a new employee joins.
Employees who already accepted the document keep their acceptance status and don't need to accept it again.
⚠️CAUTION: If you edit a document and change who it's shared with, Sage HR replaces the existing sharing list with the new selection.
Employees removed from the sharing list lose access to the document. Sage HR doesn't retain their acceptance records.
To add new employees, don't remove existing employees from the sharing list. Use the Everyone assignment where possible. Alternatively, re-add the document and share with the individual employee.
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