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Employee guides

Collection of guides to help use Sage HR as an employee.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 weeks ago

We have collated articles of processes that you can do as an employee in Sage HR. If you are an employee new to using Sage HR, this is an ideal guide to get up to speed with common tasks you can do. For example how to access payslips, upload documents, request time off

📌TIP: You can also download some PDF user manuals for employee users at the bottom of this guide.

📎NOTE: What you can do in Sage HR depends on what HR modules your employer uses:

  • Online Payslips - These are only available in Sage HR if your employer integrates with Sage payroll software

  • Core HR - This module allows you to do things such as view and upload documents, view announcements, add training etc.

  • Leave Management - This module allows you to do things such as request time off, view your time off balance, and view your company's calendar etc.

  • Timesheets - This module allows you to do things such as enter and submit your timesheet hours. You can even use it to clock in and out for work

  • Shift Scheduling - This module allows you to do things such as view your shift schedule and even state your availability for shifts

  • Expenses - This module allows you to upload and submit your expenses for approval

  • Performance - This module allows you to do things such as book 1-to-1 meetings with a manager, request feedback, manage your goals etc.

If you're unsure what modules your company uses please clarify this with your HR admin.


Logging in

Set up your access to Sage HR

How to set up your access to Sage HR as an employee so you can log into your Sage HR company.

Log in to Sage HR web portal

How to log in to the Sage HR web portal.

Reset password

How to change your password if you've forgotten it.

Switch between different companies

How to access another company you are linked to on Sage HR.

Log out from Sage HR web portal

How to sign out from your Sage HR company.

Login issues

View our collection of guides for troubleshooting login issues.

2-factor authentication (2FA)

View our collection of guides to help with 2FA queries.

Payslips (and P60s)

View my payslips on the Sage HR web portal

How to view your payslips or P60s (UK only) as an employee on the Sage HR web portal.

View my payslips on the Sage HR mobile app

How to view your payslips or P60s (UK only) as an employee on the Sage HR mobile app.

Download payslips

How to download your payslips (wage slips) from Sage HR.

Payslip issues

View our collection of guides to help with issues related to your payslips.

This includes:

  • Missing payslips

  • Unable to download payslips

  • Details on payslips are wrong

Print payslips

How to print a payslip downloaded from Sage HR

Payslips sent to me by email or post

How to receive your payslips via email or post instead of Sage HR.

Core HR

View other employees

Depending on your permissions, it is possible to view other people in Sage HR.

Edit your personal record

How to access and edit information on your profile.

Checking and completing tasks

How to check what tasks you have.

Create a task

How to create and edit a task.

Completing onboarding tasks

Complete the tasks for a seamless onboarding experience.

Add training

How to add training that you think you require.

Update bank account details

What to do if you need to inform your employer of your new bank account details.

View a document

How to view a document shared with you.

Request a document to be looked at by another employee

How to upload a document, notify an employee to look at it, and receive their acceptance of the document in a single workflow.

Sign an eSignature document

How to sign a document using eSignature.

Switch off email notifications

How to disable notifications sent by Sage HR.

View an announcement

How to view a published announcement.

Mention someone in Announcements

You can tag someone in an announcement or comment.

Leave Management

Using the calendar

A guide to using your Sage HR calendar.

Request time off

How to request time off for myself.

View time off history

How to view your time off, including checking your time off balance, active time off requests, and who approves your time off.

Make changes to a time off request

How to edit your own time off requests.

Cancel time off request

How to cancel a time off request or cancel approved time off.

Shift Scheduling

View shift schedule

How to see your published shifts.

Advise schedule availability

Allow your employers to know your availability for shifts.

Pick an open shift

How to choose an open shift made available by your manager.

Release an open shift

Did you pick up an open shift, but change your mind? You can release it to make it available for others to pick up.

Timesheets

Enter and submit your timesheet hours

Enter and submit the hours that you have worked.

Clock in and out for work

How to clock in for a working shift.

Tracking time spent on projects

Log and submit hours for project timesheets.

Expenses

Add an expense

How to add an expense.

Submit an expense

How to submit an expense to be approved.

Performance

Book a 1-to-1

Provided it has been enabled by an admin, you can book a 1-to-1 meeting with your manager yourself.

View your 1-to-1s

How to see your upcoming and previous 1-to-1 meetings.

Prepare for your 1-to-1

How to complete any tasks in preparation for your 1-to-1 meeting.

Sign off 1-to-1

Once you've had your 1-to-1, and your manager has signed it off, you can also sign it off.

Reschedule a 1-to-1

If you need your 1-to-1 to be rearranged, you must contact your manager for them to reschedule the 1-to-1.

Give quick feedback

How to give quick feedback to one of your colleagues.

Request quick feedback

How to request quick feedback from your colleagues.

Add a personal goal or OKR

How to add a personal goal to keep track of the progress of things you wish to achieve as part of your role.


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