Before you can recruit for a role, you must add a position in Sage HR.
If the role already exists or is similar to a previous one, you can duplicate the position instead.
📎NOTE: You need admin access to the Recruitment module to follow these steps.
Add a new position
Select Recruitment from the main menu.
Select the Positions tab.
Select Add position.
Sage HR opens a window with several setup tabs.
Job information
Job information
Use this tab to add basic details about the role.
Enter a job title
Select the employment type
Add a team or location if required
Set an internal target hire date if needed
Enter how many applicants you want to hire
Select a priority level if required
Add more details using content blocks. You can edit, reorder, delete, or add new blocks.
Select Add position or move to the next tab.
Application form
Application form
Use this tab to define what applicants must complete.
Set default fields as required, optional, or hidden
Add custom fields if needed
Choose field types, such as text or dropdown
If interviewers or recruiters need to see a field, enable visibility by selecting Visible to interviewers & external recruiters.
Select Add file upload to require file uploads, such as a CV. You can allow multiple uploads.
Pipeline
Pipeline
Select the recruitment pipeline for this position. You can use the standard pipeline or a custom one.
Scorecard
Scorecard
📎NOTE: This tab appears only if you've enabled scorecards.
Create a new scorecard or select an existing template. You can edit the scorecard before saving.
Practical task
Practical task
Add details for any practical task that applicants must complete. You can write a new task or use an existing template.
Hiring team
Hiring team
Select a recruitment group. Choose hiring managers and interviewers from that group.
Outgoing emails
Outgoing emails
You can enable and customise these emails:
Thank you email - Sent to applicants after they apply for a role using the public application page
Friends referral email - Sent to people who refer a friend using the 'Refer a friend' option on the public application page
Friend referral email to the person who was referred - Sent to the referred person to confirm their friend submitted them for a specific role
To activate any of the emails, click the slider. Use templates or write new messages.
Visibility
Visibility
Choose who can see the position.
Draft: Not visible externally
Internal: Only visible to users you've assigned to a recruitment group
Published: Visible on the career page
📎NOTE: For published roles, you can set an expiry date.
📌TIP: You can save the position at any time and complete the remaining sections later using Edit position.