After you add an employee, if you use the Sage HR modules, such as Core HR and Leave Management, there are set-up tasks you may need to do before you consider the employee fully set up in Sage HR or Sage HR Online Services (UK only). For example, to assign them a Direct Manager, a time off policy etc.
Below we have listed key items you may want to complete and assign an employee to, based on what modules you have.
By default, a new employee you add has their access level set as Employee. If required you can give an employee admin access.
If the employee you have added is a new starter you can assign them an onboarding mentor to help them with their onboarding.
Assign the employee an employment status. For example if they work full time.
Assign the employee their position. Typically this is the name of their role in your company.
Select who the employee's direct manager is.
📌TIP: If required, you can also make them a direct manager too.
Assign the employee to their relevant team.
📌TIP: If required, you can make them a team manager too.
Assign the employee to a location to show where it is they work.
Assign the employee to a working pattern. This shows you the hours and days that they work.
Add an employee's compensation i.e. this show their current salary and/or historic salary.
If the employee is given any assets, for example, a company laptop, you can assign an asset to them.
If there are additional details for the employee to complete, for example, their address. You can do this for them or you can ask them to update it themselves.
Time off policies
So an employee can request time off, and assign them to their relevant time off policies.
Time off approvers
Assign the employee a time off approver. This is who approves their time off requests. You can also make the employee a time off approver too.
📌TIP: If required, you can make them a time off approver too.
Public holiday group
Assign the employee to a public holiday group so that their relevant public holidays how on their calendar.
So an employee can enter and submit their timesheets, you need to assign them to a timesheets group.
📌TIP: If required, you can also make them a timesheets group manager and/or a timesheets administrator. For more information view our timesheets permissions guide.
To give the employee access to the shift schedule, you need to assign them to schedule group. If required, you can also make them a schedule group manager.
📌TIP: If required, you can also make them a schedule group manager and/or a scheduling administrator. For more information view our shift scheduling permissions guide.
Assign employee to a default area where their shift takes place.
Assign employees to an expenses group. If required you can also make them an expense group manager or expenses admin to be able to approve expenses
📌TIP: If required you can set them up to be able to approve other employees' submitted expenses. For more information, take a look at our Set up expenses permissions guide.
Assign the employee to a performance group so they have access to aspects of the Perfroamnec module, such as surveys, 1 to 1s etc.
📌TIP: If required you can also make them a performance group manager.
If required, you can assign the employee a recruitment group permission. This provides them a role when recruiting future new hires.