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.
Edit your personal record
How to access and edit information on your profile.
Checking and completing tasks
How to check to check what tasks you have.
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.
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
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.
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.
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.
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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