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.