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
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
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:
Set up Sage HR Online Services and set up your employees
📎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.