Below are all the permissions you can edit or add to the permissions of a role. These control what users assigned to this role can see or do within Sage HR.
All the permissions listed below appear for all Sage HR companies of all integrations.
If you use Sage HR Essentials UK (integrated with Sage Payroll UK), Sage HR Online Services (integrated with Sage 50 Payroll), or Sage HR Essentials CA/ZA (integrated with Sage Payroll Canada and South Africa) some of the permissions listed below only become active when you subscribe to the Core HR and Leave Management modules.
The list below does state when permissions require the Core HR or Leave Management module to become active.
EXAMPLE: You can give a role permission to publish an announcement. However, this permission won't be active until you have the Core HR module which includes the Announcements functionality.
What permissions aren't available for Sage HR Essentials UK?
What permissions aren't available for Sage HR Essentials UK?
Sage HR Essentials is a 'lite' version of Sage HR, which comes included with Sage Payroll UK (Sage Business Cloud Payroll UK). It has some features of the Core HR and Leave Management modules, but some features are only available in the full Core HR and Leave Management modules.
More details
More details
Sage HR Essentials customers won't have permissions active for the following features:
Compensation
Onboarding and offboarding
Assets
Signable documents
Announcements
Notes
Custom fields
Teams
Org chart
Training
What permissions aren't available for Sage HR Online Services?
What permissions aren't available for Sage HR Online Services?
Sage HR Online Services is a payslips portal hosted in Sage HR, and comes concluded with Sage 50 Payroll UK. It includes employee profiles and a section for payslips. However many Sage HR features aren't available until you subscribe to the Core HR and Leave Management modules.
More details
More details
Sage HR Online Services customers won't have permissions active for the following features
Compensation
Onboarding and offboarding
Assets
Signable documents
Announcements
Notes
Custom fields
Teams
Org chart
Training
You won't be able to use any Time off permissions until you have the Leave Management module.
If you're a Sage 50 People Package customer, you have the Core HR module included in your package. This means all Core HR permissions would be active and ready to use.
What permissions aren't available for Sage HR Essentials CA/ZA?
What permissions aren't available for Sage HR Essentials CA/ZA?
Sage HR Essentials (Canada/South Africa) is a 'lite' version of Sage HR, which comes included with Sage Payroll Canada and South Africa (Sage Business Cloud Payroll). It has some features of the Core HR and Leave Management modules, but some features are only available in the full Core HR and Leave Management modules.
More details
More details
Sage HR Essentials customers won't have permissions active for the following features:
Compensation
Recipes
List of permissions
Manage account and subscription
Manage basic Sage HR account settings such as changing your company name and logo, date & time format. This permission also gives access to manage your subscription package and billing details.
Manage global roles and permissions
Allow the user to access and configure all permissions and manage roles in your Sage HR account.
Manage security and integrations
Allow access to manage Sage HR security settings and integration parameters such as API access, Slack integration, SAML SSO parameters, automatic log-out, and more.
Mass editing
Access to the Mass editing feature in Settings so a user can perform batch changes to employee records.
Send tasks
Allows users to send tasks to other employees.
📎NOTE: Only becomes active with the Core HR module and Basic HR.
Create an employee
Enables the user to manually add or import new employees to Sage HR.
View company directory
Allows users to see employees in the company directory.
Access employee information
This permission determines level of access to areas that store employee data, such as position, personal information or emergency contacts
Terminate employees
Allows a user access to terminate employees.
Configure termination reasons
Allows a user to manage and configure Termination reasons. Includes the ability to create new termination reasons or edit and delete existing ones
📎NOTE: Only becomes active with the Core HR module, Sage HR Online Services, or Sage HR Essentials CA/ZA.
Manage terminated employees
Access to the list of terminated employees. Can edit and delete employees in the report. If not integrated with payroll software user can also re-hire the terminated employees.
Create, edit and delete employee compensation
Access to create, edit and delete the the details of compensation in the employee profile.
📎NOTE: Only becomes active with the Core HR module.
View employee compensation
Access to view the details of the compensation tab in the employee profile.
📎NOTE: Only becomes active with the Core HR module.
Manage recipes
Access to manage and configure Recipes. This includes creating and editing recipes, setting new conditions, recipients and browsing history.
📎NOTE: Only becomes active with the Core HR module.
Configure onboarding and offboarding settings
Access to onboarding and offboarding settings.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Manage onboarding and offboarding tasks for employees
Access to assign, edit, and complete onboarding/offboarding tasks and workflows for employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA..
Manage Assets
Full access to asset configuration, including inventory management and actions with assets
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA..
Give and collect assets
Access to give and collect assets from employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA..
View assets
Access to view assets in employee profiles.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Configure documents
Access to document settings.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA..
Upload documents
Access to upload documents for certain employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA..
Edit and delete documents
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA..
Create documents from templates
Access to create documents from templates for certain employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA..
View created documents
Access to view the documents that have been created by certain employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
View shared documents
Access to view documents shared with certain employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA..
Configure Announcements
Access to manage and configure Announcements, including access to Settings.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Publish and edit announcements
Access to publish new announcements and edit existing posts.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
View and react to announcements
Access to the Announcements feed in Sage HR, leave comments, and react to posts.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Create signable documents
Access to create, send, and track own documents created with eSignature in Sage HR.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
View signable documents
Access to define who can see the signable documents and signatories of those documents.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Deleting signable documents
Access to deleting signable documents for selected employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Access notes in employee profile
Access to Notes of an individual employee.
📎NOTE: Only becomes active with the Core HR module.
Access emergency contacts
Access to emergency contacts of an individual employee.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials UK.
Configure custom fields
Access to create, edit and delete custom fields, and assign them to other employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
View custom fields
Access to view custom fields for other employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA..
Assign custom fields
Access to assign custom fields to other employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA..
Configure teams
Access to manage teams. Create, edit and delete teams, configure their settings, and assign members and managers.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Adjust teams eligibility
Access to manage which employees belong to what team. User can see employees without a Team and add them into a Team.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
View Org chart
Access to view the Org Chart from the Company page and see all employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Configure Org chart
Access to make changes to the Org Chart via settings and from the company page.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Configure trainings
Access to settings to configure trainings and training events.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
View trainings
Access to view trainings added to employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Add trainings
Access to add training to employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Complete trainings
Access to view added trainings and complete them.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Edit trainings
Access to edit trainings added to employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Remove trainings
Access to remove trainings added to employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Add employees to training events
Access to add employees to available training events.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Approve and decline trainings
Access to approve and decline trainings of other employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Access employee data reports
Provides access to employee data reports.
Access HR dashboard reports
Provides access to company stats reports in the HR Dashboard. These reports show data of all employees in the company.
Access training reports
Provides access to trainings and training events reports.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Access assets reports
Provides access to reports about assets assigned to employees.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Access employee login reports
Allows to generate a report about the access logs of employees.
Access documents reports
Provides access to reports about documents in the company.
Access onboarding tasks reports
Provides access to the onboarding task status report.
📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials CA/ZA.
Access onboarding overview report
Provides access to the onboarding overview report.
Configure time off policies
Access to create, edit or delete time off policies.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Time off eligibility
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
View time off calendar
Access to configure what time off request information the user can see of other employees in the calendar. This includes information such as dates, type of leave, additional details content, replacement persons or attached documents. This permission covers pending, approved and declined time off requests.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
View time off history
Access to view and access time off requests on History lists for colleagues.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
View time off details
Access to view the time off details for time off requests including leave dates, status, and attachments. This permission covers pending, approved and declined time off requests.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Cancel time off requests
Access to cancel time off requests for certain employees for any date in the future.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access to employee time off balance
Access the 'Time off' section in employee profiles and see all details of every time off request.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Change time off balance
Access to change the time off balance of other employees.
📎NOTE: Only becomes active with the Leave Management module.
Add time off request
Access to add time off requests of other employees.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Edit time off request
Access to edit time off requests.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Approve and decline time off requests
Access to approve or decline the time off requests of other employees
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access leave management reports
Provides access to run and export all Time off reports.
📎NOTE: Only becomes active with the Leave Management module.
Access employee time off report
Provides access to the Employee time off report.
📎NOTE: Only becomes active with the Leave Management module.
Access time off status report
Provides access to the time off status report.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access time off report
Provides access to the time off report.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access time off awaiting approval report
Provides access to the Awaiting approval leave management report.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access employee time off report
Provides access to the Employee time off report.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access replacement person report
Provides access to the Replacement persons leave management report.
📎NOTE: Only becomes active with the Leave Management module.
Access birthdays and anniversaries report
Provides access to the Birthdays & Anniversaries report.
Access bradford factor report
Provides access to the Bradford factor report.
📎NOTE: Only becomes active with the Leave Management module.
Access individual allowances report
Provides access to the Individual allowances report.
📎NOTE: Only becomes active with the Leave Management module.
Access time off ledger report
Provides access to the Time off ledger report.
📎NOTE: Only becomes active with the Leave Management module, Sage HR Essentials UK, or Sage HR Essentials CA/ZA.
Access long-term leave report
Provides access to the Long-term leave report.
📎NOTE: Only becomes active with the Leave Management module.
Access leave management overview report
Provides access to general stats of company’s time off data.
📎NOTE: Only becomes active with the Leave Management module.
Access unused days report
Provides access to the Unused days report.
📎NOTE: Only becomes active with the Leave Management module.