This guide walks you through setting up the Core HR module. As well as essential settings and tasks, there are additional settings and features you may want to set up too.
Before you start
Does your Sage HR integrate with Sage 50cloud Payroll UK only)?
I just have Sage HR
Before you set up the Core HR module, please make sure you've 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 integrated with Sage 50cloud Payroll (Sage HR Online Services)
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're a Sage 50 People Package customer, you have the Core HR module included in your package. This means you don't need to start a trial for Core HR and you can continue with the steps below to set up the module.
📌TIP: If you're unsure whether you have the Core HR module, it's easy to check.
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 assign them 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 in 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.
Set up announcements - Publish news and updates for your employees.
Set up custom fields - Use custom fields to add useful information to your employee records.
Set up race and ethnicity - If required, assign employees to their respective race and ethnicity.
Set up onboarding - Organise your onboarding process for new starters.
Set up offboarding - Organise your offboarding process for leavers.
Set up compensation - Keep track of your employees' salaries (not available if you integrate with Sage Business Cloud Payroll).
Set up assets - Create assets and track which employees have them.
Set up training - Configure training settings to be able to add training for employees.
Set up training events - Configure settings ready for when you want to create training events for employees to attend.
Set up recipes - Using recipes, you can create custom workflows that are automated after specific actions.
Set up working patterns - You can set the exact hours employees should be working.
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, set this 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.