Core Sage HR

Set up and use the core features in Sage HR

Kaspars Upmanis avatar Julianna Markova avatar Daniels Korens avatar +3
93 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 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 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 teams and team managers

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

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

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

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

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 over a week ago

Set up Announcements

How to set up and use Announcements in Sage HR.
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

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
Manage Sage HR

Allow or prevent a user being able to access Sage HR

How to enable or disable self serve for an employee.
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

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 over a week ago

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 over a week ago

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

Add another Administrator

How to give an employee admin access in Sage HR.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated over a week ago

Control admin permissions

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

Control team manager permissions

How to amend permissions to employees who have access to their team members' 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

Set up an Asset Administrator

How to set up someone to be an asset administrator.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

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 over a week ago

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 over a week ago

Delete a training type

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

Remove training from training type

How to unassign someone's training from a training type.
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
Documents

Document categories

How to add document categories.
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

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 to be viewed by other employees.
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
Kaspars Upmanis avatar
Written by Kaspars Upmanis
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

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

eSignature - Frequently Asked Questions

Here are some frequently asked questions about eSignatures.
Daniels Korens avatar
Written by Daniels Korens
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

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

Set up onboarding

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

Assigning onboarding tasks

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

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

Automating onboarding

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

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 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