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Managing the Expenses module
Add employees to an expenses group
Add employees to an expenses group

How to give employees access to submit expenses to Sage HR.

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

For employees to be able to have access to Expenses, they need to be in an Expenses group.

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

  2. On the settings menu click Expenses, then click General.

  3. On the relevant expenses group, click Eligibility.
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    📎NOTE: You can create a new Expenses group to assign employees to - Read more >
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  4. Ensure the Employees tab at the top is highlighted.
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  5. Select the employee(s) you want to assign to this group. You can search for them or use the advanced search to filter down to employees of a certain Team, Position and/or Location.
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    📎NOTE: Selecting users on Managers tab instead of Employees, assigns an a manager who can approve expenses.
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  6. Once selected click Save .

These employees can now add and submit expenses.

📎NOTE: If you delete a group with employees assigned, if they are not assigned to other expenses group they will automatically assign back to ‘Employees without expenses’.

Return to Set up expenses groups

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