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
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
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)
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
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
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
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
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
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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