Core HR

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 a new employee

How to add an individual employee into Sage HR.

Written by Oliver Cook
Updated over a week ago

Set up an employee for Sage HR modules

How to complete setting up your employee ready for all the Sage HR modules you use.

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

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 over a week ago

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 your employees by where they work.

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 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.

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

Written by Oliver Cook
Updated this week

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

Company settings

How to configure your basic company settings in Sage 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

Create a position

How to add a new position that doesn't exist yet.

Written by Oliver Cook
Updated over a week ago

Add a location

How to create a location to show where an employee works.

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.

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

Custom reports

How to create and run custom reports.

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.

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

Create a new custom field

You can create additional custom fields that appear on an employee's profile.

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.

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

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

Assign Race/Ethnicity to an employee

You can assign employees to race and ethnicity.

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.

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.

Written by Oliver Cook
Updated over a week ago

Using tags

How to use tags as a custom field type.

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.

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.

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.

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

Mass editing

Edit your multiple employees' information from a single page.

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.

Written by Daniels Korens
Updated over a week ago

Assign an employee to a position

How to assign a position to an employee.

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.

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

Assign an employee to an existing team

How to assign an employee to a team that has already been created.

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

Assign an employee to a location

How to assign an employee to a location that they work at.

Written by Oliver Cook
Updated over a week ago

Assign employee an employment status

How to give an employee their employment status.

Written by Oliver Cook
Updated over a week ago

Amend employee's start date

How to change a start date for an employee.

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

Import compensation

A useful way to add one or multiple employee's compensation.

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.

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.

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

Give an employee administrator access

How to add another administrator by giving admin access to an employee user.

Written by Daniels Korens
Updated over a week ago

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

Add a direct manager

How to control who employees directly report to.

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.

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.

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.

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.

Written by Daniels Korens
Updated over a week ago

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

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

A guide to using Announcements

How to set up and use Announcements in Sage HR.

Written by Oliver Cook
Updated over a week ago

View an announcement

How to see published announcements.

Written by Oliver Cook
Updated over a week ago

Create and publish an Announcement

How to create and publish an announcement.

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

Pin an announcement

You can pin an announcement to the top of your feed to ensure it is seen.

Written by Oliver Cook
Updated over a week ago

View announcement drafts

How to view your drafts of announcements yet to be published.

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

Copy a link of an announcement

How to a copy a link of an announcement to send to people.

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.

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

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

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

Create or edit a historical working pattern

How to add a new historical working pattern

Written by Oliver Cook
Updated over a week ago

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

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

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 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

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

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

Set up trackable documents

This article explains how to set up trackable documents in Sage HR.

W

Written by Wayne Pickard
Updated over a week ago

Add a trackable document category

How to create trackable document categories.

Written by Oliver Cook
Updated over a week ago

Disable a trackable document category

How to disable or enable a trackable document category if it is no longer needed.

Written by Oliver Cook
Updated over a week ago

Edit a trackable document category

How to amend an existing trackable document category.

Written by Oliver Cook
Updated over a week ago

Set an expiry date for a document

How to add an expiry date when you upload a document.

Written by Oliver Cook
Updated over a week ago

Require a trackable document from an employee

How to request employees to upload a trackable document.

Written by Oliver Cook
Updated over a week ago

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

Change password

How to change your password.

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

Switch off email notifications

How to disable receiving emails from Sage HR.

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.

Written by Oliver Cook
Updated over a week ago

Change your profile picture

Add or amend your profile photo.

Written by Oliver Cook
Updated over a week ago

View my salary

How to view your compensation.

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.

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.

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.

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

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

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

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

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

Common questions about terminating an employee

Answers to some frequently asked questions regarding terminating employees.

Written by Oliver Cook
Updated this week

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