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.
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 your company in Sage HR to use all its core features.
Set up 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.
Set up being able to record in Sage HR hours worked by your employees.
Be able to create and manage shifts that your employees can view in Sage HR to know when they're working.
Set up the ability for employees to submit their expenses for approval.
Set up being able to track your employees development and progress towards achieving their goals.
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.