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Manager guides for the Sage HR modules
Manager guides for the Sage HR modules

A collection of guides to help you use the Sage HR modules as a manager.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

We have a guide for employees that runs through common tasks you can do when using Core HR, Leave Management, or other additional Sage HR modules like Timesheets and Expenses.

If you are a manager, there are processes in Sage HR that you may do that a typical employee wouldn't. For example, approve time off requests.

We have collated guides of processes that you can do as a manager when using the Sage HR modules.

What you can do in Sage HR depends on what HR modules your employer uses:

  • Core HR - This module allows you to do things such as view and upload documents, view announcements, add training etc.

  • Leave Management - This module allows you to do things such as request time off, view your time off balance, view your company's calendar etc.

  • Timesheets - This module allows you to do things such as enter and submit your timesheet hours. You can even use it to clock in and out of work

  • Shift Scheduling - This module allows you to do things such as view your shift schedule and even state your availability for shifts

  • Expenses - This module allows you to upload and submit your expenses for approval

  • Performance - This module allows you to do things such as book 1-to-1 meetings with an employee, request feedback, manage employee goals etc.

If you're unsure what modules your company uses please clarify this with your HR admin.


General

View other employees

Depending on your permissions, it is possible to view other people in Sage HR.

Edit employee record

Depending on your permissions, you can access another employee's profile and edit their details the same way the employee can.


Core HR

Checking and completing tasks

How to check what tasks you have.

Create a task

How to create and edit a task.

Completing onboarding tasks

Complete the tasks for a seamless onboarding experience.

Add training

How to add training that you think an employee needs.

View a document

How to view a document shared with you.

Request a document to be looked at by another employee

How to upload a document, notify an employee to look at it, and receive their acceptance of the document in a single workflow.

Create announcement

Depending on your permissions, you post an announcement for your employees. You can post one to just be seen by employees that you manage.

Mention someone in Announcements

You can tag someone in an announcement or comment to bring it to their attention.


Leave Management (Time off)

View employee's time off balance and history

How to view an employee's time off balance and history.

Approve time off

If you're set up as a time off approver, you can approve time off for other employees.

Book time off for an employee

How to request leave for another employee.

Make changes to a time off request

How to edit an employee's time off requests.

Cancel time off request

How to cancel a time off request or cancel already approved time off.


Shift Scheduling

View shift schedule

How to see your published shifts.

Add or amend shifts

How to add new shifts or edit existing shifts.

Add open shifts

How to add open shifts for employees to pick up on a first come first serve basis.

Publish shifts

After you add shifts to your schedule, you can publish these so employees can see their shifts.


Timesheets

Enter employee timesheet hours

Enter or amend the hours worked by an employee.

Submit timesheet hours

Once timesheets have been entered, you can submit them for approval.

Approve timesheet hours

How to approve submitted timesheets.


Expenses

Add an employee's expense

How to add an expense for an employee.

Submit an employee's expense

How to submit an employee's expense for approval.

Approve an expense

How to approve a submitted expense.

Pay out an expense

How to pay out an approved expense.


Performance

1-to-1 meetings

Book a 1-to-1

Provided it has been enabled by an admin, you can book a 1-to-1 meeting with an employee you manage.

View your 1-to-1s

How to see your upcoming and previous 1-to-1 meetings.

Prepare for your 1-to-1

How to complete any tasks in preparation for your 1-to-1 meeting.

Sign off 1-to-1

Once you've had your 1-to-1, you can sign off the meeting as a manager.

Reschedule a 1-to-1 with your employee

If you need your 1-to-1 with your employee to be rearranged, you can edit the existing meeting to a new proposed date.


Goals and OKRs

Add a goal or OKR for my employee

How to add a goal for one of your employees to track the progress of things you or they wish to achieve as part of their role.

Add a team goal

How to add a goal for your team.


360 Feedback

Create 360 Feedback

How to create a 360 feedback form. This is to send out to other people to get feedback on specific employees.

Send 360 Feedback

How to send out 360 Feedback so others can provide feedback for specific employees.


Quick feedback

Give quick feedback

How to give quick feedback to one of your colleagues.

Request quick feedback

How to request quick feedback from your colleagues.


Surveys

Create a survey

How to add a new survey that you can send out to people in your organisation.

Create a Pulse survey

How to add a new survey that you can send out to people in your organisation.

Send out a survey

How to send a survey to others.


Recruitment

Request a new employee to be recruited

If you need a new employee for a position in your team, you can request one to be hired.


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