Core HR

Set up and use the core features in Sage HR

Julianna Markova avatar Daniels Korens avatar Janice Bell avatar +2
175 articles in this collection
Written by Julianna Markova, Daniels Korens, Janice Bell and 2 others
Set up Core HR

Set up Core HR

An overview of how to set up the Core HR module in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up user access levels and permissions

Set up permissions to control what you want your employees to have access to in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up the org chart

How to view and edit the structure of your company in Sage HR.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up teams

Create your teams, then assign team managers and employees to each team.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up positions

How to create job positions you have in your company and assign employees to these positions.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up employment statuses

How to add and assign employees to an employment status.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up locations

Add locations to group your employees by where they work.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up recipes

Create custom workflows that are automated after specific actions.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up custom fields

Use custom fields to enter useful additional information to your employee records.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up Race and Ethnicity

Once set up, you can assign a race and ethnicity to an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up compensation to track employee salaries

Set up the compensation module to keep track of your employees' salaries
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Customise your Dashboard

Set up how you want your Sage HR dashboard to look.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Add your logo to your Sage HR company

How to upload your company logo to customise your Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Invite your employees to Sage HR

Once you've set everything up, you can let your employees know about Sage HR.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago
Manage Sage HR

Company settings

How to configure your basic company settings in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

How to change the language

Set up the language used in Sage HR for yourself or for another employee.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Create a position

How to add a new position that doesn't exist yet.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a location

How to create a location to show where an employee works.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a new employment status

How to create a new employment status to assign employees to.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add or remove additional modules on your subscription

How to change your existing subscription and access additional modules in addition to Core HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Custom reports

How to create and run custom reports.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create bank details field in employee profiles

How to create a custom field for employee bank details, and get notified if they change.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a custom workflow - Recipe (video)

Notify specific employee or automatically create a task after certain actions - this all can be automated via Recipes.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Create a new custom field

You can create additional custom fields that appear on an employee's profile.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a new Race/Ethnicity

How to create a new race and ethnicity option to assign employees to.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Configure automatic sign-out due to inactivity

Set up Sage HR so that users are automatically logged out after a certain amount of time inactive.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Manage employees

Edit an employee profile

How to amend or add information on an employee's Sage HR profile.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign Race/Ethnicity to an employee

You can assign employees to race and ethnicity.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Types of custom fields for an employee profile

We explain the different options to choose from when you create a custom field.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Make changes to a custom field

How to amend a custom field after it has been created.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Using tags

How to use tags as a custom field type.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a new child custom field

How to add a new custom field when creating a new child's profile under an employee's profile.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign a custom field to an employee

How to make sure a certain custom field shows on an employee's profile.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Employee is having trouble logging in

Checks to make as an admin user if an employee informs you that they can't log in.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Check if someone has never logged in

How to check if an employee has logged in before, which helps determine whether an employee has actioned their welcome email yet.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Mass editing

Edit your multiple employees' information from a single page.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Track employee's Right to work

Use Sage HR to track the employee right to work status, receive notifications before the expiration date and perform reports.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Assign an employee to a position

How to assign a position to an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Stop all employees receiving notification emails

To switch off email notifications for all employees you can use the mass editing tool.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add child to employee's profile

How to record an employee having a child, which can be used in relation to creating or triggering parental leave time off policies.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign an employee to an existing team

How to assign an employee to a team that has already been created.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Employees not getting email notifications

What to check if an employee is not receiving email notifications sent by Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign an employee to a location

How to assign an employee to a location that they work at.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign employee an employment status

How to give an employee their employment status.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Amend employee's start date

How to change a start date for an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add Compensation

Enter current and historic salary you pay to an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Import compensation

A useful way to add one or multiple employee's compensation.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Schedule an employment status change

How to automate an employee with an upcoming employment status change.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add notes onto an employee's profile

Under each employee profile, notes can be added privately.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Attach confidential documents to an employee profile

How to add documents to an employee's profile that the employee can't see.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Permissions

Give an employee administrator access

How to add another administrator by giving admin access to an employee user.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Control global permissions

Configure settings which are applied to all users, including admins.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control admin permissions

Control which admins have access to settings.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Prevent access to other employee's profiles

How to stop certain users being able to view other employees' profiles depending on their permissions.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control team manager permissions

How to amend permissions for managers who have access to their team members' information
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control Accountant permissions

Manage which users have Accountant user level and what they can access.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control employee permissions

Amend employee access rights to control what employees can or can't do in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add team managers

How to add managers to an existing team.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a direct manager

How to control who employees directly report to.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Allow or prevent a user from to log in

How to disable employees being able to log in to Sage HR. Same steps apply to enable access too.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Team Manager vs Direct Manager

The difference between team managers and direct managers, how to edit them, and how to change their permissions.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Hide employee details from other employees

Configure your settings so that employee users can't see other employee's information.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Allow employees to choose what birthdate details to share with others

How to enable employees' date of birth visibility, and how employees can select their date of birth visibility.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago
Announcements

Introduction to Announcements

Find out more about Announcements in Sage HR, including what it is, how to set it up, and how to use it.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Set up Announcements

How to enable and provide access to Announcements, how to change emoji in reactions, and how to add more Topics.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

A guide to using Announcements

How to set up and use Announcements in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View an announcement

How to see published announcements.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create and publish an Announcement

How to create and publish an announcement.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Edit an announcement

How to amend an announcement that has been posted.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Pin an announcement

You can pin an announcement to the top of your feed to ensure it is seen.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View announcement drafts

How to view your drafts of announcements yet to be published.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Delete an announcement

How to remove an announcement that has been posted.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Copy a link of an announcement

How to a copy a link of an announcement to send to people.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Topics for Announcements

How to add topics to categorise announcements, which you can use to filter posts.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Mention someone in Announcements

You can mention a person to draw their attention to an important announcement or comment.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

No email sent when announcement published

What to do if an email isn't sent to employees when an announcement has been published.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Documents

Using Documents

How to manage your documents in Sage HR.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up documents

Settings to consider to be ready to upload and manage documents online.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Document templates

How to create and upload document templates to generate documents based on your pre-defined templates
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Document categories

How to add document categories.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Upload a document

How to upload a document to Sage HR, whether it is to a single person or multiple people.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View documents

How to view a document that has been uploaded by you, shared with you, or documents for other employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Amend a document

How to edit a document.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View document status

How to check if a document has been looked at yet.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Generating custom Document IDs: Configuration and how to use them.

How to create and generate document numbers using custom patterns, and how to make sure a document number gets added into a document.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Can't find a document

What to do if you can't see a document that you've been sent.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control employees' access to upload documents

Allow or prevent employees being able to upload documents.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Uploading multiple documents

What can or can't be done with regards to uploading multiple documents and uploading documents for multiple employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Error: It is not possible to download this file as a possible threat or malicious software has been found.

What to do if you get this message when trying to download a document.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Placeholders formatting in Microsoft Word documents prevents placeholder formatting from working

A workaround for when Microsoft Word formatting prevents placeholders in online documents from working.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
eSignature documents

Introduction to eSignature

Collect signatures and consent from employees in a click of a button. Simple, fully digital electronic signature integrated into your HRIS.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Add an eSignature administrator

How to give someone access to create signable documents if they're not an admin user.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

eSignature - Creating and sending signable documents

How to create and send documents to e-sign. Including how to request an eSignature and pick signable fields.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Signing a document

How to sign an eSignature document.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Tracking signatures on documents

How to see who has signed a signable document.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Signing order in eSignature

The signing order lets you control the order in which recipients will receive and sign a document. This article explains how to enable it.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Can't sign a document

What to do if you're unable to sign an eSignature document.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Document doesn't show as signed

What to do if someone has told you they have signed a document, but it doesn't show as signed in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

eSignature - Frequently Asked Questions

Here are some frequently asked questions about eSignatures.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago
Using Core Sage HR as an employee

Welcome email

What to do when you receive your welcome email to set up access to Sage HR
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Change password

How to change your password.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Forgotten password to Sage HR

How to reset your password when you cannot log into Sage HR.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Switch off email notifications

How to disable receiving emails from Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View and edit my profile details

How to view your profile where you can edit some of your details.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Change your profile picture

Add or amend your profile photo.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View my salary

How to view your compensation.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

'Incorrect email or password'

What to do if you get this error message when trying to log in.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control visibility of your date of birth

How to control who can see your date of birth (DOB) details.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add training

How to add training for yourself or another employee, as well as attend existing training events.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Checking your tasks

How to view your tasks
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Company - View other employees

How to view your other colleagues and their public details.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a task

How to create and edit a task for one or multiple employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Change my bank account details

What to do if you need to inform your employer about updated bank account details.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Error: 'You do not have access to self-service'

This error occurs when your self-service access has been disabled by an administrator.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Request a document to be looked at by another employee

How upload a document, notify an employee to look at it, and receive their acceptance of the document in a single workflow.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago
Onboarding

Add an onboarding category

Create categories to help categorise your onboarding tasks
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up onboarding

Organise your onboarding process for new starters.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

How to onboard an employee

An overview of how to process someone joining your company in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create onboarding tasks

Onboarding your new hires with tasks
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Assign onboarding tasks and workflows

Assign your onboarding task templates or workflows to anybody in your company
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Check status of onboarding tasks

How to get an overview of onboarding tasks and see whether they are active, upcoming or completed.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Your onboarding page

See everything you need to do when onboarding as a new employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Completing onboarding tasks

Complete the tasks for a seamless onboarding experience
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Onboarding workflows and automation

Create workflows and automate repetitive onboarding tasks.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Assign an onboarding mentor

How to give a new employee a mentor to help with their onboarding.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Automatically assign Employee numbers?

How to enable and configure automatic allocation of Employee numbering
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Resend welcome emails

How to resend a welcome email to employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Rehire a terminated employee

How to rehire an ex-employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Offboarding

Set up offboarding

How to set up your offboarding process ready for when an employee leaves the company.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

How to offboard an employee

An overview how to process someone leaving your company in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Offboarding task categories

Manage your offboarding tasks more easily by categorising them.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create offboarding tasks

Create tasks that need to be completed as part of your offboarding process for employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Offboarding workflows

Create workflow of tasks that need to be completed as part of an offboarding process.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Termination reasons

How to edit, move or create new reasons for leaving.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Common questions about terminating an employee

Answers to some frequently asked questions regarding terminating employees.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Assign offboarding tasks and workflows

How to assign offboarding tasks and workflows to leaving employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Terminate an employee

How to process an employee leaving the company.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View terminated employees

How to see your list of ex-employees and edit their termination date or reason for leaving if required.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Check status of offboarding tasks

Use the Offboarding report to see the status of offboarding tasks.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Delete a terminated employee

How to delete an employee profile and their information in Sage HR if they have already been terminated.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago