Compensation in Sage HR refers to money paid to employees, such as a salary, a bonus, or a one off payment. The Compensation module allows you to keep track of your employees' salaries. Once set up you can add a current or historic salaries you pay to an employee.

📎NOTE: Only employees with administrator access can enable the module and access it.


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Enable Compensation

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

  2. On the settings menu click Permissions, then click Global.

  3. Select Compensation.


Each employee now has new tab in their profile menu called "Compensation". Here you can add historic salary changes over time.


Compensation settings

📎NOTE: Only employees with administrator access can follow these steps.

Choose who you want to be able to see the compensation tab:

  • Employees

  • Team managers - When enabled, team managers who have access to employee profile can also access the employee's 'compensation' tab

  • Direct managers - When enabled, direct managers who have access to employee profile can also access the employee's 'compensation' tab

Import compensations

As well as add compensation for an employee manually one by one, you can download our template and import historic compensation for multiple employees in one go.

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

  2. On the settings menu click Employee data, then click Compensation.

  3. Click Import data.

  4. Click Download template. Once filled out comeback to these steps and continue.

  5. Click Select file, then browse to the relevant import file and click Open.

  6. Click Import.

Compensation types

By default there are three compensation types:

  • Bonus

  • Once

  • Salary

📎NOTE: You can only have one Ongoing Payment type at a time per employee.

If you need to create additional compensation types this is possible.

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

  2. On the settings menu click Employee data, then click Compensation.

  3. Scroll down to Compensation types.

  4. Click Add compensations types.

  5. Enter a title, then select a payment type


    Ongoing payment is for regular, ongoing salary payments, which are paid on a regular interval. Single payment is for one-type payments like bonuses.

  6. Click Add.


Compensation reasons

These reasons appear when you add compensation. they are only options for ongoing payment types. If required you can create additional reasons.

  1. On the settings menu click Employee data, then click Compensation.


  2. Click Add compensations reason.

  3. Name the reason category.

  4. Click Add.

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