Core Sage HR

Set up and use the core features in Sage HR

Kaspars Upmanis avatar Julianna Gordimova avatar Daniels Korens avatar +3
55 articles in this collection
Written by Kaspars Upmanis, Julianna Gordimova, Daniels Korens and 3 others
Set up Sage HR

Set up the org chart

The org chart shows the structure of your company.
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Written by Janice Bell
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Set up user access levels and permissions

Assign the access levels your employees will have to Sage HR.
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Written by Janice Bell
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Set up positions

Create all the job positions you have in your company and then assign employees to them.
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Set up employment statuses

To help you manage your employees, you can set up different employment statuses for them.
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Written by Oliver Cook
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Set up locations

You can use locations for grouping employees and for running reports.
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Set up recipes

Using recipes, you can create custom workflows that are automated after specific actions.
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Set up teams and team managers

Create your teams, then assign team managers and employees to each team.
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Team Manager vs Direct Manager

The difference between team managers and direct managers, and how to change their permissions.
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Written by Julianna Gordimova
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Customise Sage HR to your company

Add your company logo and change Sage HR header colour to fit your brand.
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Written by Janice Bell
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Customise your Dashboard

Set up how you want your Sage HR dashboard to look.
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Written by Julianna Gordimova
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Set up custom fields

Use custom fields to enter useful additional information to your employee records.
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Track employee salaries

Set up the compensation module to keep track of your employees salaries
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Written by Oliver Cook
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Set up assets

Create an inventory of company assets. Add assets manually or import them and organise them into categories.
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Written by Oliver Cook
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Invite your employees to Sage HR

Once you've set everything up, you can let your employees know about Sage HR.
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Written by Janice Bell
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