In this guide, we'll go run you through the steps you need to do to set up the Core HR module. This includes essential settings and tasks you need to do, as well as additional settings and features you may want to consider and get set up.


Before you start

I use Sage HR not integrated with Sage 50cloud Payroll

Before you set up the Core HR module, please make sure you have started a trial and set up your employees first.

For steps on how to start a trial - Read more >

For steps on how to set up your employees - Read more >

I use Sage HR Online Services integrated with Sage 50cloud Payroll (UK only)

Before you set up the Core HR module, please make sure you have:

  • Set up Sage HR Online Services and set up your employees - Read more >

  • Started a trial for Core HR - Read more >

    📎NOTE: If you are a Sage 50 People Package customer, you already have the Core HR module for free, so you don't need to start a trial, and can continue below to start setting up Core HR.


Set up teams

Create your teams, then assign team managers and employees to each team.


Set up Org chart

The org chart shows the structure of your company.


Set up positions

Create all the job positions you have in your company and then assign to employees.


Set up Employment Statuses

To help you manage your employees, you can set up different employment statuses.


Set up Locations

You can use locations for grouping employees and for running reports.


Set up user access levels and permissions

Assign the access levels your employees will have to Sage HR.


Set up company settings

Configure your basic company settings such as your company name, number, country, date/time formats, system language etc.


Additional set up tasks

Now you've set up the key features in Core HR, there are other additional features you can set up to make your HR management easier.


What to do next?

Set up other Sage HR modules

Now you've set up Core HR, if you also have the Leave Management module, get this set up next before any other Sage HR modules you may have.

Provide access to employees

Once you've set up all your active Sage HR modules, if you haven't already sent your employees welcome emails, you can send them now so they can start using Sage HR - Read more >

📌TIP: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.


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