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Core HR
Core HR
Set up and use the core features in Sage HR
+2
146 articles in this collection
Written by
Julianna Markova,
Daniels Korens,
Janice Bell
and 2 others
Add employees
Set up employees
How to set up your employees in Sage HR, either by importing them or adding them manually.
Written by
Oliver Cook
Updated over a week ago
Import your employee details
Use the import template to import multiple employee details into Sage HR.
Written by
Janice Bell
Updated over a week ago
Add an employee
How to add an individual employee into Sage HR.
Written by
Oliver Cook
Updated over a week ago
Email already taken
What to do when you are told that an email is already in use when you try to add an employee manually in Sage HR or Sage HR Online Services.
Written by
Oliver Cook
Updated over a week ago
Set up Core HR
Set up Core HR
An overview of how to set up the Core HR module in Sage HR.
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.
Written by
Oliver Cook
Updated this week
Set up the org chart
How to view and edit the structure of your company in Sage HR.
Written by
Janice Bell
Updated over a week ago
Set up teams
Create your teams, then assign team managers and employees to each team.
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.
Written by
Janice Bell
Updated over a week ago
Set up employment statuses
How to add and assign employees to an employment status.
Written by
Oliver Cook
Updated over a week ago
Set up locations
Add locations to group employees.
Written by
Janice Bell
Updated over a week ago
Set up recipes
Create custom workflows that are automated after specific actions.
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.
Written by
Janice Bell
Updated over a week ago
Set up compensation to track employee salaries
Set up the compensation module to keep track of your employees' salaries
Written by
Oliver Cook
Updated over a week ago
Customise your Dashboard
Set up how you want your Sage HR dashboard to look.
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.
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.
Written by
Janice Bell
Updated over a week ago
Manage Sage HR
Create bank details field in employee profiles
How to create a custom field for employee bank details, and get notified if they change.
Written by
Oliver Cook
Updated over a week ago
Employee is having trouble logging in
Checks to make if an employee informs you that they can't log in.
Written by
Oliver Cook
Updated over a week ago
Company settings
How to configure your basic company settings in Sage HR.
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.
Written by
Oliver Cook
Updated over a week ago
Add a direct manager
How to control who employees directly report to.
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.
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.
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.
Written by
Daniels Korens
Updated over a week ago
Custom reports
How to create and run custom reports.
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.
Written by
Daniels Korens
Updated over a week ago
Permissions
Give an employee administrator access
How to add another administrator by giving admin access to an employee user.
Written by
Daniels Korens
Updated this week
Hide employee details from other employees
Configure your settings so that employee users can't see other employee's information.
Written by
Oliver Cook
Updated this week
Control global permissions
Configure settings which are applied to all users, including admins.
Written by
Oliver Cook
Updated over a week ago
Control admin permissions
Control which admins have access to settings.
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.
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
Written by
Oliver Cook
Updated over a week ago
Control Accountant permissions
Manage which users have Accountant user level and what they can access.
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.
Written by
Oliver Cook
Updated over a week ago
Add team managers
How to add managers to an existing team.
Written by
Oliver Cook
Updated over a week ago
Allow or prevent a user being able to access Sage HR
How to enable or disable employees being able to log in to Sage HR.
Written by
Oliver Cook
Updated over a week ago
Team Manager vs Direct Manager
The difference between team managers and direct managers, how to edit them, and how to change their permissions.
Written by
Julianna Markova
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.
Written by
Luis Garcia
Updated over a week ago
Working patterns
Set up working patterns
Set what hours employees should be working by creating working patterns and assigning employees to them.
Written by
Oliver Cook
Updated over a week ago
Create or edit a working pattern
How to add a new working pattern or edit an existing one.
Written by
Oliver Cook
Updated over a week ago
Assign employees to a working pattern
How to add employees to a working pattern.
Written by
Oliver Cook
Updated over a week ago
Custom working patterns
Create working pattern for periods where hours will temporarily differ to the default working pattern for a short period of time.
Written by
Oliver Cook
Updated over a week ago
Training
Add a training administrator
How to create a training admin who can access training and training events settings.
Written by
Oliver Cook
Updated over a week ago
Add a training type
Create new training types to categorise your different types of training.
Written by
Oliver Cook
Updated over a week ago
Add a payment type for training
How to add options for the way training is paid for.
Written by
Oliver Cook
Updated over a week ago
Set up training
Assign training administrators, create training types, and create payment types in preparation for adding training for employees.
Written by
Oliver Cook
Updated over a week ago
Remove training from training type
How to unassign someone's training from a training type.
Written by
Oliver Cook
Updated over a week ago
Delete a training type
How to delete a training type in Sage HR.
Written by
Daniels Korens
Updated over a week ago
Set up training events
Set up training events settings ready for when you have training events to add for your employees to attend.
Written by
Oliver Cook
Updated over a week ago
Add a training event
How to create a training event that employees may be interested in attending.
Written by
Oliver Cook
Updated over a week ago
Add a training event category
Add training event categories to help categorise training events that you create.
Written by
Oliver Cook
Updated over a week ago
Manage employees
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.
Written by
Luis Garcia
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.
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.
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.
Written by
Oliver Cook
Updated over a week ago
Edit an employee profile
How to amend or add information on an employee's Sage HR profile.
Written by
Oliver Cook
Updated over a week ago
Amend start date
How to change an employee's start date.
Written by
Oliver Cook
Updated this week
Import compensation
A useful way to add one or multiple employee's compensation.
Written by
Oliver Cook
Updated over a week ago
Add Compensation
Enter current and historic salary you pay to an employee.
Written by
Oliver Cook
Updated over a week ago
Change a user's email address in Sage HR
How to change an employee's email address if incorrect or it needs to be updated.
Written by
Oliver Cook
Updated over a week ago
Mass editing
Edit your multiple employees' information from a single page.
Written by
Julianna Markova
Updated over a week ago
Add notes onto an employee's profile
Under each employee profile, notes can be added privately.
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.
Written by
Oliver Cook
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
Written by
Oliver Cook
Updated over a week ago
View my salary
How to view your compensation.
Written by
Oliver Cook
Updated this week
'Incorrect email or password'
What to do if you get this error message when trying to log in.
Written by
Oliver Cook
Updated over a week ago
Change your profile picture
Add or amend your profile photo.
Written by
Oliver Cook
Updated this week
Control visibility of your date of birth
How to control who can see your date of birth (DOB) details.
Written by
Oliver Cook
Updated over a week ago
Switch off email notifications
How to disable receiving emails from Sage HR.
Written by
Oliver Cook
Updated over a week ago
Change password
How to change your password when logged into Sage HR.
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.
Written by
Julianna Markova
Updated over a week ago
Add training
How to add training for yourself or another employee, as well as attend existing training events.
Written by
Oliver Cook
Updated over a week ago
Checking your tasks
How to view your tasks
Written by
Oliver Cook
Updated over a week ago
Company - View other employees
How to view your other colleagues and their public details.
Written by
Oliver Cook
Updated over a week ago
Create a task
How to create and edit a task for one or multiple employees.
Written by
Oliver Cook
Updated over a week ago
View and edit my profile details
How to get to your profile where you can edit some of your details.
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.
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.
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.
Written by
Daniels Korens
Updated over a week ago
Documents
Using Documents
How to manage your documents in Sage HR.
Written by
Janice Bell
Updated over a week ago
Set up documents
Settings to consider to be ready to upload and manage documents online.
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
Written by
Daniels Korens
Updated over a week ago
Document categories
How to add document categories.
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.
Written by
Oliver Cook
Updated over a week ago
Amend a document
How to edit a document.
Written by
Oliver Cook
Updated over a week ago
View document status
How to check if a document has been looked at yet.
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.
Written by
Oliver Cook
Updated this week
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.
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.
Written by
Oliver Cook
Updated over a week ago
Control employees' access to upload documents
Allow or prevent employees being able to upload documents.
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.
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.
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.
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.
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.
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.
Written by
Daniels Korens
Updated over a week ago
Signing a document
How to sign an eSignature document.
Written by
Oliver Cook
Updated over a week ago
Tracking signatures on documents
How to see who has signed a signable document.
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.
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.
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.
Written by
Oliver Cook
Updated over a week ago
eSignature - Frequently Asked Questions
Here are some frequently asked questions about eSignatures.
Written by
Daniels Korens
Updated over a week ago
Assets
Set up assets
Create an inventory of company assets. Add assets manually or import them and organise them into categories.
Written by
Oliver Cook
Updated over a week ago
Set up an Asset Administrator
How to set up someone to be an asset administrator.
Written by
Julianna Markova
Updated over a week ago
Create an asset category
How to add asset categories for your inventory.
Written by
Oliver Cook
Updated over a week ago
Add assets to your inventory manually
How to add assets manually to your asset inventory.
Written by
Oliver Cook
Updated over a week ago
Import assets into your inventory
How to add assets to your inventory using our import template.
Written by
Oliver Cook
Updated over a week ago
Allow managers to give and return assets
You can enable a setting to allow managers to give and return assets on behalf of employees.
Written by
Oliver Cook
Updated over a week ago
View asset inventory
How to view your inventory of assets.
Written by
Oliver Cook
Updated over a week ago
Give or return an asset
How to give give or return an asset from an employee.
Written by
Oliver Cook
Updated over a week ago
View asset history
How to view the history of who has previously been assigned an asset, as well as who by, and when.
Written by
Oliver Cook
Updated over a week ago
Custom fields for assets
Custom fields can be created to use when adding or editing an asset.
Written by
Oliver Cook
Updated over a week ago
Onboarding
Add an onboarding category
Create categories to help categorise your onboarding tasks
Written by
Oliver Cook
Updated over a week ago
Set up onboarding
Organise your onboarding process for new starters.
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.
Written by
Oliver Cook
Updated over a week ago
Create onboarding tasks
Onboarding your new hires with tasks
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
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.
Written by
Oliver Cook
Updated over a week ago
Your onboarding page
See everything you need to do when onboarding as a new employee.
Written by
Oliver Cook
Updated over a week ago
Completing onboarding tasks
Complete the tasks for a seamless onboarding experience
Written by
Julianna Markova
Updated over a week ago
Onboarding workflows and automation
Create workflows and automate repetitive onboarding tasks.
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.
Written by
Oliver Cook
Updated over a week ago
Automatically assign Employee numbers?
How to enable and configure automatic allocation of Employee numbering
Written by
Daniels Korens
Updated over a week ago
Resend welcome emails
How to resend a welcome email to employees.
Written by
Oliver Cook
Updated over a week ago
Rehire a terminated employee
How to rehire an ex-employee.
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.
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.
Written by
Oliver Cook
Updated over a week ago
Offboarding task categories
Manage your offboarding tasks more easily by categorising them.
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.
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.
Written by
Oliver Cook
Updated over a week ago
Termination reasons
How to edit, move or create new reasons for leaving.
Written by
Oliver Cook
Updated over a week ago
Assign offboarding tasks and workflows
How to assign offboarding tasks and workflows to leaving employees.
Written by
Oliver Cook
Updated over a week ago
Terminate an employee
How to process an employee leaving the company.
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.
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.
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.
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.
Written by
Daniels Korens
Updated over a week ago
A guide to Announcements
How to set up and use Announcements in Sage HR.
Written by
Oliver Cook
Updated this week
Set up Announcements
How to enable and provide access to Announcements, how to change emoji in reactions, and how to add more Topics.
Written by
Daniels Korens
Updated over a week ago
Create and publish an Announcement
How to create, publish, and edit an Announcement in Sage HR.
Written by
Daniels Korens
Updated over a week ago
Topics for Announcements
How to add topics to categorise announcements, which you can use to filter posts.
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.
Written by
Daniels Korens
Updated over a week ago
Edit an announcement
How to amend an announcement that has been posted.
Written by
Oliver Cook
Updated over a week ago
Delete an announcement
How to remove an announcement that has been posted.
Written by
Oliver Cook
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.
Written by
Oliver Cook
Updated over a week ago