Core HR

Set up and use the core features in Sage HR

Kaspars Upmanis avatar Julianna Markova avatar Daniels Korens avatar +3
113 articles in this collection
Written by Kaspars Upmanis, Julianna Markova, Daniels Korens and 3 others
Set up Sage HR

Set up the org chart

How to view and edit the structure of your company in Sage HR.
Janice Bell avatar
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
Janice Bell avatar
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.
Janice Bell avatar
Written by Janice Bell
Updated this week

Set up employment statuses

How to add and assign employees to an employment status.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Set up locations

Add locations to group employees.
Janice Bell avatar
Written by Janice Bell
Updated this week

Set up recipes

Create custom workflows that are automated after specific actions.
Janice Bell avatar
Written by Janice Bell
Updated this week

Set up teams

Create your teams, then assign team managers and employees to each team.
Janice Bell avatar
Written by Janice Bell
Updated this week

Set up custom fields

Use custom fields to enter useful additional information to your employee records.
Janice Bell avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Track employee salaries

Set up the compensation module to keep track of your employees' salaries
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Set up Announcements

How to set up and use Announcements in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Customise your Dashboard

Set up how you want your Sage HR dashboard to look.
Julianna Markova avatar
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.
Janice Bell avatar
Written by Janice Bell
Updated this week
Manage Sage HR

Import assets into your inventory

How to add assets to your inventory using our import template.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Company settings

How to configure your basic company settings in Sage HR.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Edit an employee profile

How to amend or add information on an employee's Sage HR profile.
Oliver Cook avatar
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.
Oliver Cook avatar
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.
Kaspars Upmanis avatar
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.
Luis Garcia avatar
Written by Luis Garcia
Updated this week

Give user Administrator access

How add another admin by assigning a user administrator access.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated this week

Control admin permissions

Control which admins can access settings.
Oliver Cook avatar
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.
Julianna Markova avatar
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
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Add team managers

How to add managers to an existing team.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Control global permissions

Configure settings which are applied to all users, including admins.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Custom reports

How to create and run custom reports.
Oliver Cook avatar
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.
Kaspars Upmanis avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Delete a training type

How to delete a training type in Sage HR.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated this week

Remove training from training type

How to unassign someone's training from a training type.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Control Accountant permissions

Manage which users have Accountant user level and what they can access.
Oliver Cook avatar
Written by Oliver Cook
Updated this week
Documents

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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Manage documents

How to manage your documents in Sage HR.
Janice Bell avatar
Written by Janice Bell
Updated this week

Document categories

How to add document categories.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Amend a document

How to edit a document.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

View document status

How to check if a document has been looked at yet.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Upload a document

How to upload a document to Sage HR .
Oliver Cook avatar
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
Kaspars Upmanis avatar
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.
Daniels Korens avatar
Written by Daniels Korens
Updated this week

View documents

How to view a document that has been shared with you.
Oliver Cook avatar
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.
Oliver Cook avatar
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.
Daniels Korens avatar
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.
Daniels Korens avatar
Written by Daniels Korens
Updated this week

Signing a document

How to sign a signable document using eSignature.
Oliver Cook avatar
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.
Daniels Korens avatar
Written by Daniels Korens
Updated this week

Tracking signatures on documents

How to see who has signed a signable document.
Daniels Korens avatar
Written by Daniels Korens
Updated this week

Can't sign a document

What to do if you're unable to sign an eSignature document.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

eSignature - Frequently Asked Questions

Here are some frequently asked questions about eSignatures.
Daniels Korens avatar
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.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week
Onboarding

How to onboard an employee

An overview of how to process someone joining your company in Sage HR.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Set up onboarding

Organise your onboarding process for new starters.
Janice Bell avatar
Written by Janice Bell
Updated this week

Assigning onboarding tasks

Assign your onboarding task templates or workflows to anybody in your company
Julianna Markova avatar
Written by Julianna Markova
Updated this week

Create onboarding tasks

Onboarding your new hires with tasks
Julianna Markova avatar
Written by Julianna Markova
Updated this week

Your onboarding page

See everything you need to do when onboarding as a new employee.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Completing onboarding tasks

Complete the tasks for a seamless onboarding experience
Julianna Markova avatar
Written by Julianna Markova
Updated this week

Automating onboarding

Create workflows and automate repetitive onboarding tasks
Julianna Markova avatar
Written by Julianna Markova
Updated this week

Assign an onboarding mentor

How to give a new employee a mentor to help with their onboarding.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Automatically assign Employee numbers?

How to enable and configure automatic allocation of Employee numbering
Daniels Korens avatar
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.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated this week

Rehire a terminated employee

How to rehire an ex-employee.
Oliver Cook avatar
Written by Oliver Cook
Updated this week
Offboarding

How to offboard an employee

An overview how to process someone leaving your company in Sage HR.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Termination reasons

How to edit, move or create new reasons for leaving.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Offboarding workflows

Create workflow of tasks that need to be completed as part of an offboarding process.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Offboarding task categories

Manage your offboarding tasks more easily by categorising them.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Assign offboarding tasks

How to assign offboarding tasks and workflows to leaving employees.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Terminate an employee

How to process an employee leaving the company.
Oliver Cook avatar
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.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated this week

Check status of offboarding tasks

Use the Offboarding report to see the status of offboarding tasks.
Oliver Cook avatar
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.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated this week