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Core HR

Set up and use the core features in Sage HR, such as documents

By Oliver and 5 others6 authors155 articles

Permissions

Control global permissions

Give an employee administrator access

Control admin permissions

Prevent access to other employee's profiles

Control team manager permissions

Control Accountant permissions

Control employee permissions

Allow or prevent a user to log in

Hide employee details from other employees

Allow employees to choose what birthdate details to share with others

Set up user permissions

Org chart

Can I export the org chart?

View the org chart

Set up the org chart

Add a direct manager

Edit the org chart

Teams

Assign an employee to an existing team

What's the difference between a Team Manager and Direct Manager?

Add team managers

Custom fields

Set up custom fields

Create a new custom field

Make changes to a custom field

Assign a custom field to an employee

Types of custom fields for an employee profile

Create a bank details field in employee profiles

Add a new child custom field

Documents

Using Documents

Set up documents_{4 articles}

Standard documents_{10 articles}

eSignature documents_{10 articles}

Trackable documents_{6 articles}

Announcements

Introduction to Announcements

Set up Announcements

A guide to using Announcements

Create and publish an Announcement

View an announcement

Send an announcement to specific employees

Edit an announcement

Pin an announcement

View announcement drafts

Delete an announcement

Copy a link of an announcement

Topics for Announcements

Mention someone in Announcements

Announcement wasn't emailed to employees

Employment status

Set up employment statuses

Assign employee an employment status

Schedule an employment status change

Add a new employment status

Working patterns

Multiweek working patterns

Set up working patterns

Create or edit a working pattern

Assign employees to a working pattern

Custom working patterns

Create or edit a historical working pattern

Training

Training_{8 articles}

Training events_{3 articles}

Positions

Set up positions

Create a position

Assign an employee to a position

Locations

Set up locations

Assign an employee to a location

Assets

Set up an Asset Administrator

Create an asset category

Add assets to your inventory manually

Import assets into your inventory

Allow managers to give and return assets

View asset inventory

Give or return an asset

View asset history

Custom fields for assets

Onboarding

Add an onboarding category

Set up onboarding

How to onboard an employee

Create onboarding tasks

Assign onboarding tasks and workflows

Check status of onboarding tasks

Your onboarding page

Completing onboarding tasks

Onboarding workflows and automation

Assign an onboarding mentor

Automatically assign Employee numbers?

Resend a welcome invite

Rehire a terminated employee

Offboarding

Set up offboarding

How to offboard an employee

Offboarding task categories

Create offboarding tasks

Offboarding workflows

Termination reasons

Assign offboarding tasks and workflows

Check status of offboarding tasks

Manage employees

Edit an employee profile

Employee can't log in

Check if someone has never logged in

Change an employee's email address

Track employee's Right to work

Stop all employees receiving notification emails

Add child to employee's profile

Employees not getting email notifications

Amend employee's start date

Add notes onto an employee's profile

Compensation

Set up compensation to track employee salaries

Add Compensation

Import compensation

Recipes

Add a custom workflow - Recipe (video)

Using Core Sage HR as an employee

Control visibility of your date of birth

Checking your tasks

Race and Ethnicity

Set up Race and Ethnicity

Add a new Race/Ethnicity

Assign Race/Ethnicity to an employee