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Set up Employees
There are two ways to set up employees in your Sage HR:
- Import your employee details - Once your Excel import file is ready, you can import your employee details into Sage HR.
- Manually add an employee - If you've less than ten employees, you may want to set them up individually.
Set up Core Sage HR
Set up user access levels and permissions
Assign the access levels your employees will have to Sage HR.
Set up teams and team managers
Create your teams, then assign team managers and employees to each team.
Set up company structure
The org chart shows the structure of your company.
Read more >
Set up positions
Create all the job positions you have in your company and then assign to employees. Read more >
Set up Employment Statuses
To help you manage your employees, you can set up different employment statuses. Read more >
Set up Locations
You can use locations for grouping employees and for running reports.
Read more >
Set up recipes
Using recipes, you can create custom workflows that are automated after specific actions.
Additional set up tasks
Set up announcements
Publish news and updates for your employees.
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Set up custom fields
Use custom fields to add useful information to your employee records.
Read more >
Set up onboarding
Organise your onboarding process for new starters.
Read more >
Set up compensation
Keep track of your employees salaries.
Read more >
Set up assets
Create assets and track which employees have them.
Read more >
Enter historical annual leave
Change balances to accurately show current time off already taken by employees, ready for when you invite them.
Read more >
Launch Sage HR to employees
Customise Sage HR to your company
Add your company logo and change Sage HR header colour to fit your brand.
Read more >
Invite your employees to Sage HR
Once you've set everything up, you can let your employees know about Sage HR.
Read more >
Set up Additional modules
If you have additional modules as well as Core HR, you will want to set these up too.
Leave Management
Set up now >
Shift Scheduling
Set up now >
Timesheets
Set up now >
Expenses
Set up now >
Recruitment
Set up now >
Performance
Set up up now >
Return to the Sage HR Knowledgebase
