Set up teams and team managers

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.

If you have less than 20 employees:

1. On the main menu, click Company, then click Teams.

2. Click Create a new team, enter the Team name.

3. From the Team Manager drop-down, select the relevant team manager.

4. Click Save.

5. 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.

If you have more than 20 employees:

1. Click your name in the top right-hand corner, then click Settings.

2. Click Employee data, then click Teams.

3. Click Add new, enter the Team name.

4. Click Create, then click Eligibility.

5. Select the relevant employees.

6. Click the Managers tab, and select the relevant managers.

7. Click Save.

Add a manager to a team that already exists

1. Click your name in the top right-hand corner, then click Settings.

2. Click EMPLOYEE DATA, then click Teams.

3. On the team you want to add a new manager to, click ELIGIBILITY on that team.

4. Click the Managers tab, and select the relevant persons you want to be managers.

5. Click SAVE.