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Core HR

Core HR

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

By Oliver and 5 others6 authors129 articles

Set up the Core HR module

Org chart

Set up the org chart

View the org chart

Edit the org chart

Can I export the org chart?

Teams

Assign an employee to an existing team

Read-only manager

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

Using tags for a custom field

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_{11 articles}

Trackable documents_{6 articles}

Announcements

Introduction to Announcements

Set up 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

Add a new employment status

Assign employee an employment status

Schedule an employment status change

Working patterns

Multiweek working patterns

Create or edit a working pattern

Set up working patterns

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

Create an asset category

Add assets to your inventory manually

Import assets into your inventory

View asset inventory

Give or return an asset

View asset history

Custom fields for assets

Onboarding

Add an onboarding category

How to onboard an employee

Set up onboarding

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?

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

Compensation

Set up compensation to track employee salaries

Add Compensation

Import compensation

Recipes

Add a custom workflow - Recipe (video)

Recipe emails after uploading payslips - Sage HR Online Services

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