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Permissions available to edit or add to roles
Permissions available to edit or add to roles

A list of all the permissions you can assign or amend under a role.

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

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 (integrated with Sage Payroll) or Sage HR Online Services (integrated with Sage 50 Payroll) 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 don't appear for Sage HR Essentials?

Sage HR Essentials is a 'lite' version of Sage HR, which comes included with Sage Payroll (Sage Business Cloud Payroll). It has some features of the Core HR and Leave Management modules, but some are only available in the full Core HR and Leave Management modules.

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 don't appear 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

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.


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.

Create an employee

Enables the user to manually add or import new employees to Sage HR.

View 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 or Sage HR Online Services.

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.

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.

Manage Assets

Full access to asset configuration, including inventory management and actions with assets

📎NOTE: Only becomes active with the Core HR module.

Give and collect assets

Access to give and collect assets from employees.

📎NOTE: Only becomes active with the Core HR module.

View assets

Access to view assets in employee profiles.

📎NOTE: Only becomes active with the Core HR module.

Configure documents

📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials.

Upload documents

Access to upload documents for certain employees.

📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials.

Edit and delete documents

Access to edit and delete documents for selected employees.

📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials.

Create documents from templates

Access to create documents from templates for certain employees.

📎NOTE: Only becomes active with the Core HR module.

View created documents

Access to view the documents that have been created by certain employees.

📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials.

View shared documents

Access to view documents shared with certain employees.

📎NOTE: Only becomes active with the Core HR module or Sage HR Essentials.

Configure Announcements

Access to manage and configure Announcements, including access to Settings.

📎NOTE: Only becomes active with the Core HR module.

Publish and edit announcements

📎NOTE: Only becomes active with the Core HR module.

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

Create signable documents

📎NOTE: Only becomes active with the Core HR module.

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.

Deleting signable documents

Access to deleting signable documents for selected employees.

📎NOTE: Only becomes active with the Core HR module.

Access notes in employee profile

📎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.

Configure custom fields

📎NOTE: Only becomes active with the Core HR module.

View custom fields

Access to view custom fields for other employees.

📎NOTE: Only becomes active with the Core HR module.

Assign custom fields

Access to assign custom fields to other employees.

📎NOTE: Only becomes active with the Core HR module.

Configure teams

📎NOTE: Only becomes active with the Core HR module.

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.

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.

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.

Configure trainings

Access to settings to configure trainings and training events.

📎NOTE: Only becomes active with the Core HR module.

View trainings

Access to view trainings added to employees.

📎NOTE: Only becomes active with the Core HR module.

Add trainings

Access to add training to employees.

📎NOTE: Only becomes active with the Core HR module.

Complete trainings

Access to view added trainings and complete them.

📎NOTE: Only becomes active with the Core HR module.

Edit trainings

Access to edit trainings added to employees.

📎NOTE: Only becomes active with the Core HR module.

Remove trainings

Access to remove trainings added to employees.

📎NOTE: Only becomes active with the Core HR module.

Add employees to training events

Access to add employees to available training events.

📎NOTE: Only becomes active with the Core HR module.

Approve and decline trainings

Access to approve and decline trainings of other employees.

📎NOTE: Only becomes active with the Core HR module.

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.

Access assets reports

Provides access to reports about assets assigned to employees.

📎NOTE: Only becomes active with the Core HR module.

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.

Access onboarding overview report

Provides access to the onboarding overview report.

Configure time off policies

📎NOTE: Only becomes active with the Leave Management module or Sage HR Essentials.

Time off eligibility

📎NOTE: Only becomes active with the Leave Management module or Sage HR Essentials.

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 or Sage HR Essentials.

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 or Sage HR Essentials.

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 or Sage HR Essentials.

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 or Sage HR Essentials.

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 or Sage HR Essentials.

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 or Sage HR Essentials.

Edit time off request

📎NOTE: Only becomes active with the Leave Management module or Sage HR Essentials.

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 or Sage HR Essentials.

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 or Sage HR Essentials.

Access time off report

Provides access to the time off report.

📎NOTE: Only becomes active with the Leave Management module or Sage HR Essentials.

Access time off awaiting approval report

Provides access to the Awaiting approval leave management report.

📎NOTE: Only becomes active with the Leave Management module or Sage HR Essentials.

Access employee time off report

Provides access to the Employee time off report.

📎NOTE: Only becomes active with the Leave Management module or Sage HR Essentials.

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 or Sage HR Essentials.

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.


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