We have collated articles of processes that you can do as an employee in Sage HR. If your employees are new to using Sage HR, this is an ideal guide to send to them to help them get up to speed with common tasks they will need to do when using Core HR or additional modules in Sage HR.

📎NOTE: For a guide for employees using Sage HR Online Services to do tasks such as view payslips - Read more >


Contents

Which module do you want to know how to use?


Core HR

Welcome email

How to set up access to Sage HR from your welcome email.

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Edit your personal record

How to access and edit information on your profile.

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Checking and completing tasks

How to check to check what tasks you have.

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Create a task

How to create and edit a task.
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Completing onboarding tasks

Complete the tasks for a seamless onboarding experience.
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Add training

How to add training that you think you require.

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Change password

How to change your password when logged into Sage HR.
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Forgotten password

How to reset your password when you cannot log in.
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View a document

How to view a document shared with you

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Request a document to be looked at by another employee

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

How to sign a signable document using eSignature.

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Leave management

Using the calendar

A guide to using your Sage HR calendar.
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Request time off

How to request time off.
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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.

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Make changes to a time off request

How to edit your own time off requests.
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Cancel time off request

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

Advise schedule availability

Allow your employers to know your availability for shifts.
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Timesheets

Enter and submit your timesheet hours

Enter and submit the hours that you have worked.
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Clock in and out for work

How to clock in for a working shift.
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Tracking time spent on projects

Log and submit hours for project timesheets.

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Expenses

Add an expense

How to add an expense.
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Submit an expense

How to submit an expense to be approved.
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