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Add document categories

How to create categories for your documents.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Document categories in Sage HR are there to help you categorise your documents.

By default, there are three categories already set up:

  • Company files

  • Onboarding

  • Offboarding

If you need to, you can create additional document categories.

  1. Click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click Employee data.

  3. Click Documents, click Add new.

  4. In the Title, enter the name. For example Company Policies.

  5. Click Add.

  6. If relevant, select the Allow employees to upload documents check box.

  7. Click Save.

This new category is now an option to choose from when you upload a document.

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