Before you start setting up Sage HR, complete these preparation tasks. They help prevent access issues and reduce setup errors later.
1. Sign up for a trial
If you haven’t already, sign up for a Sage HR trial before you begin setup. This gives you access to all required features.
2. Download Import template
Download the employee import template. Use it to add multiple employees to Sage HR at once.
3. Check your employee email addresses
Employees use their email address to sign in to Sage HR.
Make sure:
All email addresses are correct and up to date
Each employee has a unique email address
All email addresses use lowercase letters
Don’t use shared or duplicate email addresses.
If an employee has only a personal email address, you can hide colleague email visibility in settings.
📌TIP: Use a work or formal email address where possible.
4. Tell employees what to expect
Make sure employees know:
Not to access Sage HR until they receive their welcome email
The welcome email creates their Sage account
They can’t create an account directly on the Sage HR website
Who their HR or payroll admin contact is
This helps avoid login issues and confusion.
Next steps
After completing these checks, start adding employees to Sage HR.
Return to Set up Sage HR