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Set up Sage HR - No Sage payroll integration

A step-by-step guide to set up Sage HR when not integrated with any Sage payroll software.

Written by Oliver Cook

If you’re just using Sage HR on its own, this article helps you get set up and started.

Before you start

Before you set up Sage HR, run through our 'Setup checklist' below and set up your employees.

Setup checklist

Complete the following preparation tasks and checks.

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Set up Employees

After you finish the setup checks, add your employees to Sage HR. You can add them one by one, or import them in bulk using an Excel file.

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Set up Sage HR modules

Set up your company in Sage HR and the HR modules you use.

  • Core HR

  • Leave Management

  • Timesheets

  • Shift Scheduling

  • Expenses

  • Performance

  • Recruitment

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Invite your employees to Sage HR

After you finish setting everything up, including any extra modules, invite your employees and get them started with Sage HR.

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