Sage HR lets you view documents you've uploaded and documents others have shared with you.
Depending on your role and permissions, you can also view and manage documents for other employees.
Find your documents
You can access documents from your employee profile or the main Documents menu.
Employee profile menu
Select My profile.
Select Documents.
Continue to View your documents below.
📎NOTE: If you're an employee user, Sage HR opens your profile documents when you select Documents from the main menu.
From the main menu
Select Documents from the main menu.
Continue to View your documents below.
If you're an admin, team manager, or direct manager, you can view:
Your documents
Documents for other employees
If you're an employee user, Sage HR opens your profile documents.
View your documents
Sage HR groups documents into categories. Select a category to view the documents within it.
Depending on your permissions, you can:
Download documents
Edit or delete documents
Upload documents
Create signable documents
📌 TIP: To view another employee's documents, open their profile and select Documents. Your role must allow access.
📌 TIP: You can also view your documents in the Sage HR mobile app.
📌 TIP: You can sort documents to change their display order.
Download and open a document
Select the document name or the eye icon.
Sage HR downloads the file so you can open and view it.
📎 NOTE: You can only download one document at a time.
Edit or delete a document
You can edit or delete documents you've uploaded.
Depending on your permissions, you can also edit or delete documents other people have uploaded.
Select Actions next to the document.
Select Edit or Delete.
Add a new document
Depending on your permissions, you can upload a document or create a signable document.