To get the most from Timesheets, we recommend you set up the following functions before using the module.
Before you start
Make sure you've set up the Core HR module
Make sure you've set up the Leave Management module
Make sure you've added the Timesheets module
📎NOTE: If you use Sage HR integrated with Sage Payroll UK, there are different steps to subscribe to Sage HR modules.
Working Patterns
Set employees’ daily working hours. This suits regular or repeating schedules.
Timesheets Permissions
Choose who can access timesheet settings and reports.
Timesheets General Settings
Choose which settings you want to apply to your timesheets.
Timesheet Groups
Create groups to allow employees access to use timesheets.
Clocking In and Out
Allow employees to use a clock in and out button instead of entering timesheet hours manually.
Work zones
Create and assign work areas if you want to geofence employees clocking in and out using the Sage HR mobile app mobile clock-ins.
Overtime
Track overtime hours worked by employees.
What to do next?
Now you've set up Timesheets, you're all sorted to start tracking hours worked by your employees
Before you do that, if you have additional Sage HR modules, we recommend you set these up next.
Provide access to employees
After finishing setup, send welcome emails if you haven’t already, so employees can start using Sage HR.
📎NOTE: If you already sent welcome emails but turned off access while you finished setting up, turn access back on now. You can also resend the welcome email if needed.
📌TIP: To learn how to use Timesheets, visit our free e‑learning courses in Sage University.