Once you have set up a team in Sage HR, you can assign employees to that team.

There are a few different ways you can do this:


Assign an employee to a team from their profile

The easiest way to assign an employee to a team is via their profile.

  1. Go to the employee's profile.

  2. On the Employee tab of the profile menu, scroll down to Team.

  3. On the dropdown select the relevant team.


  4. Click Save.

The employee is now assigned to this team.


Assign employee from the team tab in Company

  1. On the main menu, click Company, then click Teams.

  2. You can then drag employees and drop them to the relevant team.

    Employees not yet in a team appear at the bottom of the page.

The employee is now assigned to this team.



Assign an employee to a team in your team settings

This is the easiest way to assign multiple employees to a team.

  1. Click your name in the top right-hand corner, then click Settings.

  2. Click Employee data, then click Teams.

  3. Click Add new, and enter the Team name.

  4. Click Create, then click Eligibility.

  5. Select the relevant employees.

  6. Click Save.

The employee(s) is now assigned to this team.


📌TIP: Any employee you assign to a team you can also make a team manager.

Return to Set up Teams

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