If you have company documents or forms, you can upload them so they're available to all or specific employees.

These may include documents for Return to Work, disciplinary, or financial reports to share with accounting and payroll departments.

๐Ÿ“ŽNOTE: If you are an employee user, depending on the permissions given to you, you may also have access to upload documents, such as a personal development plan, or statement of fitness - sick note. These are automatically shared with your team manager and direct manager for them to view.

How to upload a document

  1. On the main menu, click Documents and click Add new.

  2. In the add document box, click Drop files here or click to upload.

    Alternatively drag the file and drop it in the box.

  3. Locate the document file and click Open.

  4. If necessary, enter a description, click the drop-down and select the category.

    ๐Ÿ“ŒTIP: If required, you can create new categories - Read more >

  5. Select to share with Everyone or Multiple employees. If you select the latter you must select which specific employees.

    ๐Ÿ“ŽNOTE: This isn't applicable if you are an employee user uploading a document.

  6. If relevant, select to also share with Team manager and/or Direct manager.

  7. If required, select the Ask to accept the document check box, enter a deadline date for the task if there is one.

    ๐Ÿ“ŽNOTE: If you select the Ask to accept the document check box, the employees you shared the document with receive a task to ask them to review and accept the document, as well as receive a deadline date.

  8. If relevant, select the Notify employee by e-mail check box to make them aware by email.

  9. Click Upload.

Once the document has been uploaded, an Administrator can see who has access to each document.

๐Ÿ“ŽNOTE: Direct and Team managers, if selected to have access to a document, can view them under the employee's profile, in the Documents tab. Administrators have full access to all documents.

Common questions about uploading documents

Can you upload documents in bulk?

Currently this isn't possible. You can only upload one document at a time.

Can you upload documents to multiple employees at once?

Yes, this you can upload a document to more than one employee at a time. When you upload a document, just select Multiple employees. You can filter which employees show, and select the multiple employees you want to upload the document to.

Can documents be viewed on the Sage HR app?

Currently documents can't be accessed on the Sage HR app. If you need to access documents you should use the website version via sage.hr, preferably on a computer or tablet.

๐Ÿ“ŽNOTE: If you use Sage HR integrated with Sage payroll software, you can view your uploaded payslips on the Sage HR app. For more information about what can be done on the Sage HR app - Read more >

Can I categorise uploaded documents?

Yes you can. When you upload a document you can assign it to a specific category. If you have relevant permissions, you can create new categories at any time - Read more >

If you need to move a document to a different category, just click on the pencil icon of the document, select the relevant category, then click Upload.

Can an uploaded document be signed digitally?

You can upload documents to be signed, but there are different steps to do this. To create a signable document - Read more >

Can employee users upload documents?

Yes they can. but only if this has been enabled in your settings - Read more >

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