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Set up Sage HR (No Sage payroll integration)
Set up Sage HR (No Sage payroll integration)

A step by step guide on how to set up Sage HR (not integrated with any Sage payroll software).

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If you want to start using Sage HR and its HR modules, with no Sage payroll integration, use this guide. We run through how to sign up, and set up your company so you can start using the Sage HR modules.

📎NOTE: If you use Sage 50 Payroll (UK only) and want to set up Sage HR so it is integrated with your payroll software to upload payslips, please follow our guidance in Set up Sage HR Online Services.

Before you start

Before you set up Sage HR, please run through our 'Setup checklist' below 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 Sage HR modules

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

  • Core HR

  • Leave Management

Additional modules

  • Timesheets

  • Shift Scheduling

  • Expenses

  • Performance

  • Recruitment

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.

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