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Set up Sage HR modules

How to set up the HR modules such as Core HR, Leave Management, and more.

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

This guide walks you through setting up the Sage HR modules:

  • Core HR

  • Leave Management

  • Timesheets

  • Shift Scheduling

  • Expenses

  • Performance

  • Recruitment


Before you start

Does your Sage HR integrate with Sage 50 Payroll UK only)?

Click your integration type below:

I have Sage HR not integrated with payroll software

Before you set up the Sage HR modules, please make sure you've:

I have Sage HR integrated with Sage 50 Payroll

If you use Sage HR Online Services, before you set up the Core HR module, please make sure you have:

📎NOTE: If you're a Sage 50 People Package customer, you have the Core HR module included in your package. This means you don't need to start a trial for Core HR and you can continue with the steps below to set up the module.

📌TIP: If you're unsure whether you have the Core HR module, it's easy to check.


Set up Core HR

Set up your company in Sage HR to use all its core features.


Set up Leave Management

Set up time off policies, your calendar, and time off approvers to help you and your employees manage their time off with ease.


Set up Additional modules

If you have additional modules as well as Core HR and Leave Management, you will want to set these up too before you launch Sage HR to your employees.

Timesheets

Set up being able to record in Sage HR hours worked by your employees.

Shift Scheduling

Be able to create and manage shifts that your employees can view in Sage HR to know when they're working.

Expenses

Set up the ability for employees to submit their expenses for approval.

Performance

Set up being able to track your employees development and progress towards achieving their goals.

Recruitment

Set up being able to track your applicants and streamline your recruitment process.


Next steps

Invite your employees to Sage HR

Once you've set up your modules, if you haven't already you can invite your employees to start using Sage HR. The welcome email you send them they can use to create their login for your Sage HR company.

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