Set up documents
Settings to consider to be ready to upload and manage documents online.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

You and your employees can upload documents online in Sage HR. Before you do you should review your Documents settings.

  1. As an admin user, click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click Employee data.

  3. Click Documents.

Document categories

You can create categories to make it easier to manage your online documents.

Allow employees to upload documents

You can control whether employee users can upload documents. To allow employees to do this, select Allow employees to upload documents.

Add eSignature administrators

By default only admin users can create signable documents. If you want someone to have access to create an eSiganture document, but don't want them to have admin access, you can grant them signature admin access instead.

Track employees' right to work status

You can track an employee's right to work in Sage HR and ensure it's always up to date.

To enable this feature, select Track employee's right to work status.

Set up document templates

You can set up standard document templates to automatically generate documents based on employee data. This is an optional set up step, but a useful timesaving tool when using Documents in Sage HR.

Return to Set up Core HR

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