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.