There are multiple different roles that users in your Sage HR company can be assigned to. Each role has their own permissions that can be amended.
You can edit existing roles, or create new roles if you require a role with more specific customised permissions.
To get to permission roles:
Click your name in the top-right-hand corner, then click Settings.
On the settings menu, click Permissions, then click Roles.
You're presented with a list of the different permission roles in Sage HR.
📌TIP: More information about these default roles is available.
Create a new role
Create a new role
Click Add role.
A Create role window appears
Name the role.
If required, enter a description.
Select whether you want this role automatically assigned to some employees. You can:
Automatically assign this role when an employee is added as a team manager.
Automatically assign this role to employees who are assigned as a direct manager.
Select which employees you want to assign this role to. You can select all employees listed as well as filter who shows.
When you're done, click Save.
The permissions page for this role then opens. Here you can configure what this role has access to in Sage HR.
Edit an existing role
Edit an existing role
If you need to amend an existing role click on the pencil ✏️ next to it.
If it is a role that you created you can amend the same fields that were available when you first created it. You can only rename roles that have been created manually.
Some roles that are created in Sage HR by default the only thing you can amend is who is assigned to it.
Make your amendments, then click Save.
The permissions page for this role then opens. Here you can configure what this role has access to in Sage HR.
Assign employees to a role
Assign employees to a role
You can assign or unassign employees to a role whenever you want.
Click on the pencil ✏️ next to the role.
Select which employees you want to assign. You can select all employees listed as well as filter who shows.
When you're done, click Save.
Duplicate a role
Duplicate a role
If there is a role you want to create which is the same, or similar to an existing role, rather than create role you can duplicate it. Any changes you want to make you can do after.
Click on the folded papers icon next to the role.
The duplicated role then shows listed at the bottom, labeled as a duplicate.
You can then edit the role to give it a new name and assign employees to this role.
After you've edited the role, you can customise the role's permissions.
Delete a role
Delete a role
If there is a role you want to remove, you can delete it by clicking on the rubbish bin icon.
📎NOTE: There are some default roles that can't be deleted as they are critical for Sage HR to work. These roles don't have a delete option. You can delete duplicates of these default roles.
Click on the rubbish bin icon next to the role.
You are asked to confirm whether you want to delete this role as it can't be undone. Click OK.
You are notified that the role has been deleted.
If you require to get it back you must recreate the role manually again.