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.


Core HR

Access level

By default, a new employee you add has their access level set as Employee. If required you can give an employee admin access.


Onboarding mentor

If the employee you have added is a new starter you can assign them an onboarding mentor to help them with their onboarding.


Employment status

Assign the employee an employment status. For example if they work full time.


Position

Assign the employee their position. Typically this is the name of their role in your company.


Direct manager

Select who the employee's direct manager is.

๐Ÿ“ŒTIP: If required, you can also make them a direct manager too.


Team

Assign the employee to their relevant team.

๐Ÿ“ŒTIP: If required, you can make them a team manager too.


Location

Assign the employee to a location to show where it is they work.


Working pattern

Assign the employee to a working pattern. This shows you the hours and days that they work.


Compensation

Add an employee's compensation i.e. this show their current salary and/or historic salary.


Assets

If the employee is given any assets, for example, a company laptop, you can assign an asset to them.


Additional details

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.


Leave management

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.

๐Ÿ“ŒTIP: 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.


Timesheets

Timesheets group

So an employee can enter and submit their timesheets, you need to assign them to a timesheets group.

๐Ÿ“ŒTIP: If required, you can also make them a timesheets group manager and/or a timesheets administrator. For more information view our timesheets permissions guide.


Shift scheduling

Schedule group

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.

๐Ÿ“ŒTIP: 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.


Area

Assign employee to a default area where their shift takes place.


Expenses

Expenses group

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

๐Ÿ“ŒTIP: 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.


Performance

Performance group

Assign the employee to a performance group so they have access to aspects of the Perfroamnec module, such as surveys, 1 to 1s etc.

๐Ÿ“ŒTIP: If required you can also make them a performance group manager.


Recruitment

Recruitment group

If required, you can assign the employee a recruitment group permission. This provides them a role when recruiting future new hires.

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