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 this week

Import your employee details

Use the import template to import multiple employee details into Sage HR.

Written by Janice Bell
Updated this week

Add an employee - Sage HR

How to add an individual employee into 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 this week

Set up user access levels and permissions

Set up what you want your employees to have access to in Sage HR

Written by Janice Bell
Updated this week

Set up positions

How to create job positions you have in your company and assign employees to these positions.

Written by Janice Bell
Updated this week

Set up employment statuses

How to add and assign employees to an employment status.

Written by Oliver Cook
Updated this week

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 this week

Set up locations

Add locations to group employees.

Written by Janice Bell
Updated this week

Set up recipes

Create custom workflows that are automated after specific actions.

Written by Janice Bell
Updated this week

Set up teams

Create your teams, then assign team managers and employees to each team.

Written by Janice Bell
Updated this week

Set up custom fields

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

Written by Janice Bell
Updated this week

Add your logo to your Sage HR company

How to upload your company logo to customise your Sage HR.

Written by Oliver Cook
Updated this week

Track employee salaries

Set up the compensation module to keep track of your employees' salaries

Written by Oliver Cook
Updated this week

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 this week

Set up Announcements

How to set up and use Announcements in Sage HR.

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 this week

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 this week

Import assets into your inventory

How to add assets to your inventory using our import template.

Written by Oliver Cook
Updated this week

Company settings

How to configure your basic company settings in Sage HR.

Written by Oliver Cook
Updated this week

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 this week

Edit an employee profile

How to amend or add information on an employee's Sage HR profile.

Written by Oliver Cook
Updated this week

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 this week

How to change the language

Set up the language used in Sage HR for yourself or for another employee.

Written by Kaspars Upmanis
Updated this week

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 this week

Give user Administrator access

How add another admin by assigning a user administrator access.

Written by Kaspars Upmanis
Updated this week

Control admin permissions

Control which admins can access settings.

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 this week

Control team manager permissions

How to amend permissions for managers who have access to their team members' information

Written by Oliver Cook
Updated this week

Add team managers

How to add managers to an existing team.

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 this week

Custom reports

How to create and run custom reports.

Written by Oliver Cook
Updated this week

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 Kaspars Upmanis
Updated this week

Configure training settings

Assign training administrators, create training types, and create payment types in preparation for adding training for employees.

Written by Oliver Cook
Updated this week

Delete a training type

How to delete a training type in Sage HR.

Written by Kaspars Upmanis
Updated this week

Remove training from training type

How to unassign someone's training from a training type.

Written by Oliver Cook
Updated this week

Control Accountant permissions

Manage which users have Accountant user level and what they can access.

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 this week

Control employee permissions

Amend employee access rights to control what employees can or can't do in Sage HR.

Written by Oliver Cook
Updated this week

Change an employee's work 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 this week

Mass editing

Edit your multiple employees' information from a single page.

Written by Julianna Markova
Updated this week

Add Compensation

Enter current and historic salary you pay to an employee.

Written by Oliver Cook
Updated this week

Add notes onto an employee's profile

Under each employee profile, notes can be added privately.

Written by Julianna Markova
Updated this week

Training events

How to add training event categories and create training events

Written by Oliver Cook
Updated this week

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 this week

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 this week

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 this week

Manage documents

How to manage your documents in Sage HR.

Written by Janice Bell
Updated this week

Document categories

How to add document categories.

Written by Oliver Cook
Updated this week

Amend a document

How to edit a document.

Written by Oliver Cook
Updated this week

View document status

How to check if a document has been looked at yet.

Written by Oliver Cook
Updated this week

Upload a document

How to upload a document to Sage HR .

Written by Oliver Cook
Updated this week

Document templates

How to create and upload document templates to generate documents based on your pre-defined templates

Written by Kaspars Upmanis
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 this week

View documents

How to view a document that has been shared with you.

Written by Oliver Cook
Updated this week

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 this week

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 this week

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 this week

Signing a document

How to sign a signable document using eSignature.

Written by Oliver Cook
Updated this week

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 this week

Tracking signatures on documents

How to see who has signed a signable document.

Written by Daniels Korens
Updated this week

Can't sign a document

What to do if you're unable to sign an eSignature document.

Written by Oliver Cook
Updated this week

eSignature - Frequently Asked Questions

Here are some frequently asked questions about eSignatures.

Written by Daniels Korens
Updated this week

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 this week

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 this week

View asset inventory

How to view your inventory of assets.

Written by Oliver Cook
Updated this week

Set up an Asset Administrator

How to set up someone to be an asset administrator.

Written by Julianna Markova
Updated this week

Create an asset category

How to add asset categories for your inventory.

Written by Oliver Cook
Updated this week

Add assets to your inventory manually

How to add assets manually to your asset inventory.

Written by Oliver Cook
Updated this week

Give or return an asset

How to give give or return an asset from an employee.

Written by Oliver Cook
Updated this week

Custom fields for assets

Custom fields can be created to use when adding or editing an asset.

Written by Oliver Cook
Updated this week

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 this week

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 this week

Add training

How to add training for yourself or another employee, as well as attend existing training events.

Written by Oliver Cook
Updated this week

Unable to log in

Checks to make if you cannot log in.

Written by Oliver Cook
Updated yesterday

Checking your tasks

How to view your tasks

Written by Oliver Cook
Updated this week

Welcome email

What to do when you receive your welcome email to set up access to Sage HR

Written by Oliver Cook
Updated this week

Company - View other employees

How to view your other colleagues and their public details.

Written by Oliver Cook
Updated this week

Create a task

How to create and edit a task for one or multiple employees.

Written by Oliver Cook
Updated this week

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 this week

Change password

How to change your password when logged into Sage HR

Written by Julianna Markova
Updated this week

Forgotten password to Sage HR

How to reset your password when you cannot log into Sage HR.

Written by Julianna Markova
Updated this week

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 this week

How to onboard an employee

An overview of how to process someone joining your company in Sage HR.

Written by Oliver Cook
Updated this week

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 this week

Set up onboarding

Organise your onboarding process for new starters.

Written by Janice Bell
Updated this week

Assigning onboarding tasks

Assign your onboarding task templates or workflows to anybody in your company

Written by Julianna Markova
Updated this week

Create onboarding tasks

Onboarding your new hires with tasks

Written by Julianna Markova
Updated this week

Your onboarding page

See everything you need to do when onboarding as a new employee.

Written by Oliver Cook
Updated this week

Completing onboarding tasks

Complete the tasks for a seamless onboarding experience

Written by Julianna Markova
Updated this week

Automating onboarding

Create workflows and automate repetitive onboarding tasks

Written by Julianna Markova
Updated this week

Assign an onboarding mentor

How to give a new employee a mentor to help with their onboarding.

Written by Oliver Cook
Updated this week

Automatically assign Employee numbers?

How to enable and configure automatic allocation of Employee numbering

Written by Daniels Korens
Updated this week

Send invitations to employees

How to send or resend welcome emails from Sage HR and invite employees to set up their password.

Written by Kaspars Upmanis
Updated this week

Rehire a terminated employee

How to rehire an ex-employee.

Written by Oliver Cook
Updated this week

How to offboard an employee

An overview how to process someone leaving your company in Sage HR.

Written by Oliver Cook
Updated this week

Set up offboarding

How to set up your offboarding process ready for when an employee leaves the company.

Written by Oliver Cook
Updated this week

Termination reasons

How to edit, move or create new reasons for leaving.

Written by Oliver Cook
Updated this week

Create offboarding tasks

Create tasks that need to be completed as part of your offboarding process for employees.

Written by Oliver Cook
Updated this week

Offboarding workflows

Create workflow of tasks that need to be completed as part of an offboarding process.

Written by Oliver Cook
Updated this week

Offboarding task categories

Manage your offboarding tasks more easily by categorising them.

Written by Oliver Cook
Updated this week

Assign offboarding tasks

How to assign offboarding tasks and workflows to leaving employees.

Written by Oliver Cook
Updated this week

Terminate an employee

How to process an employee leaving the company.

Written by Oliver Cook
Updated this week

View terminated employees

How to see your list of ex-employees and edit their termination date or reason for leaving if required.

Written by Kaspars Upmanis
Updated this week

Check status of offboarding tasks

Use the Offboarding report to see the status of offboarding tasks.

Written by Oliver Cook
Updated this week

Delete a terminated employee

How to delete an employee profile and their information in Sage HR if they have already been terminated.

Written by Kaspars Upmanis
Updated this week

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 this week

Enable and 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 this week

Create and publish an Announcement

How to create, publish, and edit an Announcement in Sage HR.

Written by Daniels Korens
Updated this week

Topics for Announcements

How to add topics to categorise announcements, which you can use to filter posts.

Written by Oliver Cook
Updated this week

Mentions in Sage HR Announcements

How to draw someone attention to an important Announcement or a comment

Written by Daniels Korens
Updated this week

Edit an announcement

How to amend an announcement that has been posted.

Written by Oliver Cook
Updated this week

Delete an announcement

How to remove an announcement that has been posted.

Written by Oliver Cook
Updated this week