Before you set up Sage HR, we recommend you complete the following preparation tasks and checks.
Sign up for a trial
If you have not already done so, you must sign up for a trial for Sage HR before you set up Sage HR -
Download Import template
To help you set up your employees, you can download our template to import multiple employees into Sage HR.
Check your employee email addresses
Your employees will use the email address you set them up with to log into Sage HR. This means it is crucial you make the following checks:
Ensure all email addresses are accurate and up to date.
Email addresses are unique for each employee. Don’t use duplicate or shared email addresses as each employee will use.
Email addresses are case sensitive in Sage HR, so ensure they are all lower case.
If an employee only has a personal email address and it is considered unsuitable, or they don't want it to be visible in Sage HR, there are settings available to allow employees not to see their colleagues email addresses, but we advise a work or formal email address is used for their profile.
Next steps
Once you've made these checks, you can start setting up your employees.
Return to Set up Sage HR