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.
📎NOTE: All the permissions listed below appear for all Sage HR companies of all integrations.
If you use:
Sage HR Essentials UK
Sage HR Online Services
Basic HR CA or ZA
Some permissions become active only after you enable the Core HR or Leave Management modules.
EXAMPLE: You can give a role permission to publish announcements. This permission works only when you enable the Core HR module, which includes the Announcements feature.
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 included with Sage Payroll UK. It includes some Core HR and Leave Management features, but others require the full 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 UK?
What permissions aren't available for Sage HR Online Services UK?
Sage HR Online Services is a payslips portal in Sage HR, included with Sage 50 Payroll UK. It provides employee profiles and payslips, while other HR features require 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.
What permissions aren't available for Basic HR CA/ZA?
What permissions aren't available for Basic HR CA/ZA?
Basic HR (Canada or South Africa) is a lite version of Sage HR included with Sage Payroll. It includes some Core HR and Leave Management features, while others require the full modules.
More details
More details
Basic HR users won't have permissions active for the following features:
Compensation
Recipes
The permissions below are split between Core HR, Leave Management and Expenses. The permissions are in the order they appear in when selecting a permission to add to a role.
Core HR
Core HR
Access assets reports
Provides access to reports about assets assigned to employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Access documents reports
Provides access to reports about documents in the company.
Access emergency contacts
Provides access to view emergency contacts of an individual employee, both in their profile and the Emergency contacts report. You can set this to just view or be able to edit emergency contacts.
📎NOTE: This is only possible to view if Emergency contacts is enabled within global permissions.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Access employee data reports
Provides access to employee data reports.
Access employee information
Grants access to employee profiles.
⚠CAUTION: Take care when you add or change the Access employee information permission, especially for the default Employee role.
If you set this permission to anything other than Myself, users in that role can view or edit other employees’ details.
The level of access depends on the option you select:
Anyone allows users to view all employees
Anyone (edit) allows users to edit all employee records
If you allow edit access for Anyone, users can also change other employees’ access levels. For example, they can change a user from Employee to Administrator.
You can limit the Access employee information permission to:
View info cards
View employee information
View personal information
View employee and personal information
Edit employee information
Edit personal information
Edit employee and personal information
📎NOTE: 'Employee information' means the Employee tab in an employee's profile. 'Personal information' means the Personal tab in an employee's profile.
Access employee login reports
Provides access to generate a report about the access logs of employees.
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 notes in employee profile
Provides access to the Notes section of an individual employee's profile.
📎NOTE: Only becomes active with the Core HR module.
Access onboarding overview report
Provides access to the onboarding overview report.
Access onboarding tasks report
Provides access to the onboarding task status report.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Access training reports
Provides access to trainings and training events reports.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Add employees to training events
Provides access to add employees to available training events.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Add trainings
Provides access to add trainings to employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Adjust teams eligibility
Provides access to add and remove employees and managers to teams.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Approve and decline trainings
Provides access to approve and decline trainings of other employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Assign custom fields
Provides access to assign custom fields to other employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Complete trainings
Provides access to view added trainings and complete them.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Configure announcements
Provides access to manage and configure Announcements, including access to Announcement settings.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Configure custom fields
Provides access to create, edit and delete custom fields, and assign them to other employees. This doesn't allow the user to edit the custom field itself in the employee's profile, only the custom field in settings.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Configure documents
Provides access to document settings.
Configure onboarding & offboarding settings
Provides access to offboarding and onboarding settings.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Configure Org chart
Provides access to view and edit the org chart via settings and the Company page. This doesn't give access to view or edit employee profiles.
📎NOTE: You can only set this permission to Anyone. This means a user sees everyone in the Org chart. If there are employees you don't want others to see, delete the permission from their role, and don't assign them to a role with that has this permission.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Configure teams
Provides access to create, edit and delete teams, team settings, team members and team managers.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Configure termination reasons
Provides access to manage and configure termination reasons, including creating new termination reasons and editing and deleting existing ones.
📎NOTE: Only becomes active with the Core HR module, Sage HR Online Services, or BasicHR.
Configure trainings
Provides access to settings to configure training and training events.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Create an employee
Provides access to create and import new employees
Create documents from templates
Provides access to create documents from templates for selected employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Create signable documents
Provides access to create, send and track own eSignature documents.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Create, edit and delete employee compensation
Provides access to create, edit and delete the details of compensation in the employee profile.
📎NOTE: Only becomes active with the Core HR module.
Deleting signable documents
Provides access to delete signable documents for selected employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Edit and delete documents
Provides access to edit and delete documents for selected employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Edit employee sensitive information
Provides access to edit sensitive information, which includes Race/Ethnicity, Gender/Sex, and Gender identity (US only) fields.
📎NOTE: To use this permission, a user must also be assigned to a role with the View employee sensitive information permission and Access employee information permission set to at least Edit personal information.
You must take care when amending the Access employee information permission within a role to anything other than Myself; otherwise, everyone assigned to this role may be able to access details of other employees.
Edit trainings
Provides access to edit trainings added to employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Give and collect assets
Provides access to give and collect assets from employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Manage account and subscription
Provides access to manage basic Sage HR account settings (such as changing company name, date & time format, changing logo, and others) and subscription package and billing details.
Manage assets
Provides full access to assets configuration, including inventory management and actions with assets.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Manage global roles and permissions
Provides access to configure all permissions and manage roles in your Sage HR company.
Manage onboarding and offboarding tasks for employees
Provides access to edit, create, or delete onboarding tasks.
📎NOTE: Removing this permission does not prevent people from being assigned onboarding tasks or completing tasks assigned to them.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Manage recipes
Provides access to manage and configure Recipes, including creating and editing recipes, setting new conditions, recipients and browsing history.
Manage security & integrations
Provides access to manage Sage HR security settings and integration parameters such as API access, Slack integration, SAML SSO parameters, automatic log out and others.
⚠CAUTION: Withdrawing this permission from a user with activated API access will invalidate API token and the API might stop working for your account.
Manage terminated employees
Provides access to the list of terminated employees and allows editing, deleting and re-hiring the terminated employees.
📎NOTE: Re-hiring option is only available for Sage HR companies not integrated with Sage payroll software.
Mass editing
Provides access to the Mass editing feature to perform batch changes to employee records. A user assigned to a role with this permission will be able to view and mass-edit all fields of all employees.
Publish and edit announcements
Provides access to publish new and edit existing Announcements.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Remove trainings
Provides access to remove trainings added to employees.
📎NOTE: To use this permission a user must also be assigned to a role with View trainings permission.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
Send tasks
Provides access to send tasks to other employees.
📎NOTE: Only becomes active with the Core HR module or Basic HR.
Terminate employees
Provides access to terminate employees as of a certain date.
Upload documents
Provides access to upload documents for selected employees. This can only be set to upload for Myself or Anyone.
📎NOTE: This permission will also provide reading access to employment information in the employee profile.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View and react to announcements
Provides access to the Announcements feed in Sage HR, as well as post comments and react to posts.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View assets
Provides access to view assets in employee profiles.
📎NOTE: This permission will allow viewing the list of assets currently with the employee.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View company directory
Provides access to the list of selected employees on the Company tab.
📎NOTE: This doesn't give any access to the employee profiles or info cards. To set access to employee profiles, assign a user to a role with the Access employee information permission.
View created documents
Provides access to view the documents that have been created by selected employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View custom fields
Provides access to view custom fields on profiles of other employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View employee compensation
Provides access to the compensation tab in selected employees' profiles.
📎NOTE: This permission will also provide reading access to employment information in the employee profile.
📎NOTE: Only becomes active with the Core HR module.
View employee sensitive information
Provides access to view sensitive information, which includes Race/Ethnicity, Gender/Sex, and Gender identity (US only) fields.
📎NOTE: To use this permission a user must also be assigned to a role with the View employee sensitive information. They must also be assigned to the Access employee information configured to View personal information.
You must take care when amending the Access employee information permission within a role to anything other than Myself; otherwise, everyone assigned to this role may be able to access details of other employees.
View Org chart
Provides access to view the org chart. You can only set this to Anyone which means users assigned to a role with this permission can see all employees,
📎NOTE: This doesn't give access to view or edit employee profiles. To set access to employee profiles, assign a user to a role with the Access employee information permission.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View shared documents
Provides access to view documents that have been shared with selected employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View signable documents
Provides access to control who can see signable documents and signatories of those documents.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
View trainings
Provides access to view training added to employees.
📎NOTE: Only becomes active with the Core HR module, Sage HR Essentials or Basic HR.
South Africa only permissions
South Africa only permissions
📎NOTE: Only becomes active with the Core HR module and for South African-registered companies.
View disability status
Allows users to view the disability status of selected employees
Edit disability status
Allows users to edit the disability status of selected employees.
View citizenship status
Allows users to view the citizenship status of selected employees.
Edit citizenship status
Allows users to edit the citizenship status of selected employees.
View type of employment
Allows users to view the type of employment of selected employees.
Edit type of employment
Allows users to edit the type of employment of selected employees.
View employees included in equity reports
Allows users to view the employees included in equity reports.
Edit employees included in equity reports
Allows users to edit the employees included in equity reports.
Download EEA2 equity report
Allows users to download EEA2 reports with company diversity information such as race, sex, and occupational level.
Leave Management
Leave Management
📎NOTE: These permissions require the Leave Management module. Some are also available with Sage HR Essentials or Basic HR.
Access birthdays and anniversaries report
Provides access to the Birthdays & anniversaries report for selected employees.
Access bradford factor report
Provides access to the Bradford factor report for selected employees.
Access employee time off report
Provides access to the Employee time off report for selected employees.
Access individual allowances report
Provides access to the Individual allowances report for selected employees.
Access leave management overview report
Provides access to the Overview reports for selected employees.
Access leave management reports
Provides access to give others access to all time off reports instead of individually assigning access to each one.
Access long-term leave report
Provides access to the Long term leave report for the selected employees.
Access replacement persons report
Provides access to the Replacement persons report for the selected employees.
Access time off awaiting approval report
Provides access to the Awaiting approval report for the selected employees.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Access time off ledger report
Provides access to the Time off ledger report for the selected employees.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Access time off report
Provides access to the Time off report for the selected employees.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Access time off status report
Provides access to the Time off status report for the selected employees.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Access to employee time off balance
Provides access to the Time off tab in employee profiles and visibility of time off requests made.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Access unused days report
Provides access to the Unused days report for the selected employees.
Add time off request
Provides access to request time off. You can also set whether requests can be made for past dates.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Approve and decline time off requests
Provides access to approve time off requests for other employees, and receive time off request notifications.
📎NOTE: We recommend not assigning this permission to any of the default user roles. Instead use the options under in your Time off approvers settings.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Cancel time off request
Provides access to cancel time off requests or request cancellation.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Change time off balance
Provides access to manually change an employee's time off balance in the time off section of an employee's profile.
📎NOTE: To use this permission the user must be assigned to a role with the Access employee information permission.
Configure time off policies
Provides access to create, edit, and delete time off policies.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Edit time off request
Provides access to edit time off requests. You can also limit this to future dated requests, or to include past dates.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Time off eligibility
Provides access to assign or unassign employees to a time off policy.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
View time off calendar
Provides access to view the Calendar. You can set this access to be, Basic, Basic and details, or Full information.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
View time off details
Provides access to view the time off details for time off requests, including leave dates, status, attachments. This permission covers pending, approved and declined time off requests.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
View time off history
Provides access to view time off history and view and access time off requests on history lists for colleagues.
📎NOTE: This permission is also active with Sage HR Essentials or Basic HR.
Expenses
Expenses
📎NOTE: These permissions require the Expenses module.
There are also permissions you can configure from within your Expenses settings.
Access expense reports
Provides access to the Expenses dashboard and Expense claims report.
Add and remove expenses group employees
Provides access to choose which employees belong to each expense group.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can add any employee to a group.
Add and remove expenses group managers
Provides access to choose who can be an expense group manager.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can add any employee as an expenses group manager.
Approve and decline expenses
Provides access to approve and decline expenses.
📎NOTE: We recommend not assigning this permission to any of the default user roles. Instead make someone an expenses approver by assigning them as an expenses group manager or expenses administrator.
Create expenses
Provides access to create expenses for yourself or other employees.
Delete expenses
Provides access to delete expenses for yourself or other employees.
Edit expenses
Provides access to edit submitted expenses for yourself or other employees.
Expense categories configuration
Provides access to manage expense categories.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can manage expense categories for all users.
Expense groups configuration
Provides access to create, delete, and edit expense groups.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can manage expense groups for all users.
Expenses administrator management
Provides access to manage expenses administrators.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can manage expense settings for all users.
Expenses general settings
Provides access to manage Expenses general settings.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can manage Expenses general settings for all users.
Payment types configuration
Provides access to manage payment types for expenses.
📎NOTE: You can only set this permission to Anyone. This means a user assigned to a role with this permission can manage payment types for all users.
Payout expenses
Provides access to pay out expenses.
📎NOTE: Instead of adding this permission to a role, we recommend controlling who handles expenses payouts in Expenses general settings and assign this function to either expense group managers or expense administrators.
Submit expenses
Provides access to submit expenses either for yourself or for other employees.
View expense
Provides access to view the expenses of other employees.
Permissions for other HR modules
There are no role permissions for the Timesheets, Shift Scheduling, Performance, and Recruitment modules. You manage permissions for these other HR modules within their own settings. For example, you manage Timesheet permissions within your Timesheets settings.
Below are help articles to manage permissions for these other HR modules:
📎NOTE: Permissions relating to the following functions would come under Performance permissions, which you can't manage within roles:
1-to-1 meetings
Surveys
Feedback
Goals/OKRs
Compentencies