Once you've set up a team in Sage HR, you can assign employees to that team.
There are a few different ways you can do this:
The employee's profile
Company tab on your main menu
Team settings
📎NOTE: You can only be an employee of one team. However, you can be a team manager of multiple teams.
Assign an employee to a team from their profile
The easiest way to assign an employee to a team is via their profile.
Go to the employee's profile.
On the Employee tab of the profile menu, scroll down to Team.
On the dropdown, select the relevant team.
Click Save.
You've now assigned the employee to this team.
Assign employee from the 'Company' page
On the main menu, click Company, then click Teams.
You can then drag employees and drop them to the relevant team.
📎NOTE: Employees not yet in a team appear at the bottom of the page.
You've now assigned the employee 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.
Click your name in the top right-hand corner, then click Settings.
Click Employee data, then click Teams.
On the relevant team, click Eligibility.
Select the relevant employees.
Click Save.
You've now assigned the employee to this team.
📌TIP: Any employee you assign to a team you can also make a team manager.
Return to Set up Teams