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Set up teams in Sage HR

Use teams in Sage HR to organise employees and manage access to employee information.

Teams help you organise employees in Sage HR.

When you create a team, you must assign at least one team manager. A team manager can access their team's profiles, documents, reports, and more.

📎NOTE: Teams aren't available in Sage HR Essentials or Basic HR.​

Create a new team

You can create teams in two ways. Choose the option that suits your company. How you start creating a team depends on how many employees you have.

If you have fewer than 20 employees

  1. Select Company, then Teams from the main menu.

  2. Select Create a new team.

  3. Continue to Set up your team below.

If you have more than 20 employees

  1. Select your name in the top-right corner.

  2. Select Settings.

  3. Select Employee data, then Teams.

  4. Select Add new.

  5. Continue to Set up your team below.

Set up your team

On the Create a new team screen:

  1. Enter a Team name.

  2. Check the Country and change it if required.

  3. Check the Time zone and change it if required.

    📎NOTE: This setting overrides the time zone you've set in your General settings.

  4. Select the 12-hour or 24-hour time format.

  5. Select Monday or Sunday as the first day of the week for calendars.

  6. Select Create.

Add employees to the team

You can add employees while you create the team or add them to the team later.

Read more

Add a team manager

You can add team managers while you create the team or add them to the team later.

Read more

Return to Set up Core HR

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