If you have a new starter, it's easy to manually create a Sage HR profile for them.
📎NOTE: The steps in this article are for Sage HR companies not integrated with Sage payroll software.
From the main menu, click Company. then make sure you're on the Directory tab.
When on the Directory tab, click Add.
Enter the employee's First name and Last name.
Enter the employee's work email.
⚠️CAUTION: This email address must be live and correct. Confirm this email address before following the rest of the steps.
Enter the employee's start date.
If required, you can upload profile photo for the employee by clicking the green camera icon.
Untick the Send welcome email check box.
📌TIP: We recommend untick this so you only send invitations to all your employees once you have set everything up in Sage HR. If you select Send welcome email, the employee may log in to Sage HR before you have fully set them up.
Click Create account.
If required, you can select relevant Account settings such as their Position, Direct manager, Team, Location and Right to work evidence.
If you have the Leave Management and/or the Timesheets module, you can also select settings such as time off policies, time off approvers, Timesheets group and a working pattern.
Click Save.
All Account settings you can amend or sort out later when required.
Next steps
If you're setting up Sage HR for the first time, once you've added all your existing employees you're ready to set up the Core HR module.
Return to Set up Sage HR