You can add as many teams as you like in Sage HR. When you set up a team, you need to add team manager.
A team manager is an employee that has access to their team's profiles, documents, reports, and much more.
Create a new team
There are two ways to create teams in Sage HR, we recommend you choose the option depending on the number of employees you have:
Less than 20 employees:
- On the main menu, click Company, then click Teams.
- Click CREATE A NEW TEAM, enter the Team name.
- From the Team Manager drop-down, select the relevant team manager.
- Click SAVE.
- To add an employee to the team, drag and drop their employee card into the team.
There is no need to save - Sage HR saves this automatically.
More than 20 employees:
- Click your name in the top right-hand corner, then click Settings.
- Click EMPLOYEE DATA, then click Teams.
- Click ADD NEW, enter the Team name.
- Click CREATE, then click ELIGIBILITY.
- Select the relevant employees.
- Click the Managers tab, and select the relevant managers.
- Click SAVE.