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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.
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Set up positions
Create all the job positions you have in your company and then assign to employees.
Set up Employment Statuses
To help you manage your employees, you can set up different employment statuses.
Set up Locations
You can use locations for grouping employees and for running reports.
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Set up recipes
Using recipes, you can create custom workflows that are automated after specific actions.
Set up company settings
Configure your basic company settings such as your company name, number, country, date/time formats, system language etc.
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.
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Set up onboarding
Organise your onboarding process for new starters.
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Set up offboarding
Organise your offboarding process for leavers.
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Set up compensation
Keep track of your employees salaries.
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Set up assets
Create assets and track which employees have them.
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Set up training
Configure training settings to able to add training for employees
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.
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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.
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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 >
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