Sage HR Knowledge Base

Core HR

Use the core HR features, such as documents, announcements, training etc.

By Oliver and 5 others6 authors175 articles

Employee guides

View the org chart

Documents_{5 articles}

Announcements_{2 articles}

Tasks_{2 articles}

Training_{3 articles}

Manager guides

Documents_{4 articles}

Assets_{1 article}

Training_{4 articles}

Onboarding_{1 article}

Set up the Core HR module

Announcements

Set up Announcements

Create and publish an Announcement

Edit an announcement

Pin an announcement

View announcement drafts

Copy a link of an announcement

Send an announcement to specific employees

Employees didn't receive the announcement notification

Org chart

Edit the org chart

Can I export the org chart?

Set up the org chart

Teams

Set up teams in Sage HR

Assign an employee to an existing team

Custom fields

Set up custom fields

Create a new custom field

Assign a custom field to an employee

Edit a custom field

Delete a custom field

Change the order of custom fields

Types of custom fields for an employee profile

Using tags for a custom field

Create a bank details field in employee profiles - No payroll integration

Add a new child custom field

Make changes to a custom field

Documents

Using Documents

Set up documents_{4 articles}

Standard documents_{9 articles}

eSignature documents_{8 articles}

Trackable documents_{5 articles}

Employment status

Set up employment statuses

Assign employee an employment status

Edit an Employment status

Add a new Employment status

Delete an Employment status

Schedule an employment status change

Working patterns

Multiweek working patterns

Set up working patterns

Custom working patterns

What's the difference between an employment status and a working pattern?

Edit a working pattern

ERROR: 'Work start time must be before work end time'

Working pattern cannot be deleted

Delete a working pattern

Update working patterns without gaps

Create or edit a historical working pattern

Create a working pattern

Assign employees to a working pattern

Training

Training_{8 articles}

Training events_{6 articles}

Positions and Job Categories

Set up positions and job categories

Positions_{5 articles}

Job Categories_{3 articles}

Locations

Edit a location

Delete a location

Assign an employee to a location

Set up locations

Assets

Asset categories

View asset inventory

Add assets to your inventory manually

Import assets into your inventory

View asset history

Custom fields for assets

Onboarding

Set up onboarding

Onboarding employees in Sage HR

Your onboarding page

Onboarding task categories

Create onboarding tasks

Assign onboarding tasks and workflows

Check status of onboarding tasks

Onboarding workflows and automation

Assign an onboarding mentor

Automatically assign Employee numbers

Rehire a terminated employee

Edit onboarding tasks

Delete onboarding tasks

Offboarding

Set up offboarding

How to offboard an employee

Offboarding task categories

Create offboarding tasks

Offboarding workflows

Manage termination reasons

Assign offboarding tasks and workflows

Check status of offboarding tasks

Edit offboarding tasks

Delete offboarding tasks

Error: 'Last working day cannot be before employee's start date'

Error: 'There are outstanding time off requests for this employee'

Compensation

Set up compensation

Import compensation

Compensation types

Compensation reasons

Add compensation for an employee

Edit compensation

Delete compensation

Employee's compensation export

Compensation report

Recipes

Error: 'You must enter 1 valid email address'

ERROR: 'Recipe not activated'

Ideas for Recipes

View when a recipe has been triggered

Diversity information

Set up Diversity information

Add a new Race and ethnicity

Assign diversity information to an employee from their profile