📎NOTE: You must have signed up for a trial for Sage Business Cloud Payroll and HR.
Set up Employees
There are two ways to set up employees in your Sage HR:
Import your employee details - Once your Excel import file is ready, you can import your employee details into Sage HR.
Manually add an employee - If you've less than ten employees, you may want to set them up individually.
Set up Core Sage HR
Set up user access levels and permissions
Assign the access levels your employees will have to Sage HR.
Set up Direct managers
Assign direct managers to employees
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Set up positions
Create all the job positions you have in your company and then assign to employees.
Change the language
Set up the language used in HR for yourself or for another employee.
Set up Leave Management and Timesheets
Leave Management
Time Off Policies
Keep track of your employees' time off.
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Time Off Approvers
Allow who you want access to approve time off for employees.
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Enter Historical Time Off
Adjust balances to show time off already taken by employees.
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Calendar
Keep track of your and employees upcoming dates.
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Timesheets
Timesheet group
Add employees to a group to allow them to use timesheets.
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