Core HR

Set up and use the core features in Sage HR

Julianna Markova avatar Daniels Korens avatar Janice Bell avatar +2
135 articles in this collection
Written by Julianna Markova, Daniels Korens, Janice Bell and 2 others
Set up Core HR

Set up Core HR

An overview of how to set up the Core HR module in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

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 over a week ago

Set up teams

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

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 over a week ago

Set up employment statuses

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

Set up locations

Add locations to group employees.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up recipes

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

Set up custom fields

Use custom fields to enter useful additional information to your employee records.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Set up compensation to track employee salaries

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

Customise your Dashboard

Set up how you want your Sage HR dashboard to look.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

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 over a week ago

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 over a week ago
Permissions

Give an employee administrator access

How to add another administrator by giving admin access to an employee user.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Hide employee details from other employees

Configure your settings so that employee users can't see other employee's information.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Control global permissions

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

Control admin permissions

Control which admins have access to settings.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Prevent access to other employee's profiles

How to stop certain users being able to view other employees' profiles depending on their permissions.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

Control Accountant permissions

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

Control employee permissions

Amend employee access rights to control what employees can or can't do in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add team managers

How to add managers to an existing team.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

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 over a week ago

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.
Luis Garcia avatar
Written by Luis Garcia
Updated over a week ago
Manage employees

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 over a week ago

Stop all employees receiving notification emails

To switch off email notifications for all employees you can use the mass editing tool.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Employees not getting email notifications

What to check if an employee is not receiving email notifications sent by Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

Import compensation

A useful way to add one or multiple employee's compensation.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add Compensation

Enter current and historic salary you pay to an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Mass editing

Edit your multiple employees' information from a single page.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Add notes onto an employee's profile

Under each employee profile, notes can be added privately.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Attach confidential documents to an employee profile

How to add documents to an employee's profile that the employee can't see.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Using Core Sage HR as an employee

Welcome email

What to do when you receive your welcome email to set up access to Sage HR
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Unable to log in

Checks to make if you can't log in.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Switch off email notifications

How to disable receiving emails from Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Change password

How to change your password when logged into Sage HR
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Forgotten password to Sage HR

How to reset your password when you cannot log into Sage HR.
Julianna Markova avatar
Written by Julianna Markova
Updated this week

Add training

How to add training for yourself or another employee, as well as attend existing training events.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Checking your tasks

How to view your tasks
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Company - View other employees

How to view your other colleagues and their public details.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a task

How to create and edit a task for one or multiple employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View and edit my profile details

How to get to your profile where you can edit some of your details.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Error: 'You do not have access to self-service'

This error occurs when your self-service access has been disabled by an administrator.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago
Documents

Set up documents

Settings to consider to be ready to upload and manage documents online.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Manage documents

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

Document categories

How to add document categories.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add an eSignature administrator

How to give someone access to create signable documents if they're not an admin user.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Amend a document

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

View document status

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

Upload a document

How to upload a document to Sage HR .
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Document templates

How to create and upload document templates to generate documents based on your pre-defined templates
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

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 over a week ago

View documents

How to view a document that has been shared with you.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Signing a document

How to sign a signable document using eSignature.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

Tracking signatures on documents

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

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 over a week ago

eSignature - Frequently Asked Questions

Here are some frequently asked questions about eSignatures.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago
Onboarding

Add an onboarding category

Create categories to help categorise your onboarding tasks
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up onboarding

Organise your onboarding process for new starters.
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

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 over a week ago

Create onboarding tasks

Onboarding your new hires with tasks
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Assign onboarding tasks and workflows

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

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 over a week ago

Your onboarding page

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

Completing onboarding tasks

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

Onboarding workflows and automation

Create workflows and automate repetitive onboarding tasks.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

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 over a week ago

Automatically assign Employee numbers?

How to enable and configure automatic allocation of Employee numbering
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Resend welcome emails

How to resend a welcome email to employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Rehire a terminated employee

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

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 over a week ago

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

Offboarding task categories

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

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 over a week ago

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 over a week ago

Termination reasons

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

Assign offboarding tasks and workflows

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 over a week ago

View terminated employees

How to see your list of ex-employees and edit their termination date or reason for leaving if required.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Check status of offboarding tasks

Use the Offboarding report to see the status of offboarding tasks.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Delete a terminated employee

How to delete an employee profile and their information in Sage HR if they have already been terminated.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago