Before you start

Before you get started setting up Sage HR, please run through our Setup checklist. and set up your employees.

Setup checklist

Complete the following preparation tasks and checks.


Set up Employees

Once you've made your preparation checks, you need to enter your employees into Sage HR. You can either do this manually if you don't have many, or you can import them into Sage HR using an excel import file.


Set up Core HR

Set up you company in Sage HR to use all its core features.


Leave Management

Set up time off policies, your calendar, and time off approvers to help you and your employees manage their time off with ease.


Set up Additional modules

If you have additional modules as well as Core HR and Leave Management, you will want to set these up too before you launch Sage HR to your employees.

Timesheets

Set up being able to record in Sage HR hours worked by your employees.

Shift Scheduling

Be able to create and manage shifts that your employees can view in Sage HR to know when they're working.

Expenses

Set up the ability for employees to submit their expenses for approval.

Performance

Set up being able to track your employees development and progress towards achieving their goals.

Recruitment

Set up being able to track your applicants and streamline your recruitment process.


Invite your employees to Sage HR

Once you've set everything up, including additional modules if you have them, you can let your employees know about Sage HR and invite them to start using it.

Did this answer your question?