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Core Sage HR
Core Sage HR
Set up and use the core features in Sage HR
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58 articles in this collection
Written by
Kaspars Upmanis,
Julianna Gordimova,
Daniels Korens
and 3 others
Add employees
Import your employee details
Once your Excel import file is ready, you can import your employee details into Sage HR.
Written by
Janice Bell
Updated yesterday
Manually add an employee
If you've less than ten employees, you may want to set them up individually.
Written by
Janice Bell
Updated yesterday
Set up Sage HR
Set up the org chart
The org chart shows the structure of your company.
Written by
Janice Bell
Updated over a week ago
Set up user access levels and permissions
Assign the access levels your employees will have to Sage HR.
Written by
Janice Bell
Updated over a week ago
Set up positions
Create all the job positions you have in your company and then assign employees to them.
Written by
Janice Bell
Updated over a week ago
Set up employment statuses
To help you manage your employees, you can set up different employment statuses for them.
Written by
Oliver Cook
Updated over a week ago
Set up locations
You can use locations for grouping employees and for running reports.
Written by
Janice Bell
Updated over a week ago
Set up recipes
Using recipes, you can create custom workflows that are automated after specific actions.
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.
Written by
Janice Bell
Updated over a week ago
Team Manager vs Direct Manager
The difference between team managers and direct managers, and how to change their permissions.
Written by
Julianna Gordimova
Updated over a week ago
Customise Sage HR to your company
Add your company logo and change Sage HR header colour to fit your brand.
Written by
Janice Bell
Updated over a week ago
Customise your Dashboard
Set up how you want your Sage HR dashboard to look.
Written by
Julianna Gordimova
Updated over a week ago
Set up custom fields
Use custom fields to enter useful additional information to your employee records.
Written by
Janice Bell
Updated over a week ago
Track employee salaries
Set up the compensation module to keep track of your employees salaries
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.
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.
Written by
Janice Bell
Updated over a week ago
Manage Sage HR
How to change the language
Set up the language used in Sage HR for yourself or for another employee.
Written by
Kaspars Upmanis
Updated over a week ago
Add another Administrator
How to add additional admin level users.
Written by
Kaspars Upmanis
Updated over a week ago
Set up an Asset Administrator
How to set up someone to be an asset administrator
Written by
Julianna Gordimova
Updated over a week ago
Add a custom workflow - Recipe (video)
Notify specific employee or automatically create a task after certain actions - this all can be automated via Recipes.
Written by
Kaspars Upmanis
Updated over a week ago
Document templates
Generated documents based on your pre-defined templates
Written by
Kaspars Upmanis
Updated over a week ago
Manage documents
Upload, share and view documents
Written by
Janice Bell
Updated over a week ago
Generating custom Document IDs: Configuration and how to use.
How to create and generate document numbers using custom patterns, and how to make sure a document number gets added into a document.
Written by
Daniels Korens
Updated over a week ago
Delete a training category
How to delete a training category in Sage HR
Written by
Kaspars Upmanis
Updated over a week ago
Manage employees
Change an employee's work email address in Sage HR
How to change an employee's email address is incorrect or has changed.
Written by
Oliver Cook
Updated yesterday
Give or return an asset
How to give give or return an asset from an employee.
Written by
Oliver Cook
Updated over a week ago
Mass editing
Edit your multiple employees' information from a single page.
Written by
Julianna Gordimova
Updated over a week ago
Add notes onto an employee's profile
Under each employee profile, notes can be added privately.
Written by
Julianna Gordimova
Updated over a week ago
Add Compensation
Enter current and historic salary you pay to an employee.
Written by
Oliver Cook
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.
Written by
Luis Garcia
Updated this week
Using Core Sage HR as an employee
Checking your tasks
How to view your tasks
Written by
Oliver Cook
Updated over a week ago
Welcome email
What to do when you receive your welcome email to set up access to Sage HR
Written by
Oliver Cook
Updated over a week ago
Create a task
How to create and edit a task
Written by
Oliver Cook
Updated over a week ago
My Profile
How to get to your profile where you can edit some of your details.
Written by
Oliver Cook
Updated over a week ago
Change password
How to change your password when logged into Sage HR
Written by
Julianna Gordimova
Updated over a week ago
Forgotten password to Sage HR
How to reset your password when you cannot log into Sage HR.
Written by
Julianna Gordimova
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.
Written by
Daniels Korens
Updated over a week ago
Announcements
Introduction to Announcements
Find out more about Announcements in Sage HR
Written by
Daniels Korens
Updated over a week ago
Enable and set up Announcements
How to enable and provide access to Announcements, how to change emoji in reactions, and how to add more Topics.
Written by
Daniels Korens
Updated over a week ago
Create and publish an Announcement
How to create, publish, and edit an Announcement in Sage HR.
Written by
Daniels Korens
Updated over a week ago
Mentions in Sage HR Announcements
How to draw someone attention to an important Announcement or a comment
Written by
Daniels Korens
Updated over a week ago
Onboarding and offboarding
Set up onboarding
Organise your onboarding process for new starters.
Written by
Janice Bell
Updated this week
Create onboarding tasks
Onboarding your new hires with tasks
Written by
Julianna Gordimova
Updated this week
Assigning onboarding tasks
Assign your Task Template to anybody in your company
Written by
Julianna Gordimova
Updated over a week ago
Completing onboarding tasks
Complete the tasks for a seamless onboarding experience
Written by
Julianna Gordimova
Updated over a week ago
Automating onboarding
Customise workflows and automate repetitive onboarding tasks
Written by
Julianna Gordimova
Updated over a week ago
Automatically assign Employee numbers?
How to enable and configure automatic allocation of Employee numbering
Written by
Daniels Korens
Updated over a week ago
Send invitations to employees
How to send welcome emails from Sage HR and invite employees to set up their password.
Written by
Kaspars Upmanis
Updated over a week ago
Terminate an employee
How to process an employee leaving the company.
Written by
Oliver Cook
Updated over a week ago
Rehire a terminated employee
How to rehire an ex-employee.
Written by
Oliver Cook
Updated over a week ago
View terminated employees
How to see your list of ex-employees.
Written by
Kaspars Upmanis
Updated over a week ago
Delete an employee
Deleting employee records
Written by
Kaspars Upmanis
Updated over a week ago
eSignature
Introduction to eSignature
Collect signatures and consent from employees in a click of a button. Simple, fully digital electronic signature integrated into your HRIS.
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.
Written by
Daniels Korens
Updated over a week ago
Signing a document
How to sign a signable document using eSignature.
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.
Written by
Daniels Korens
Updated over a week ago
Tracking signatures on documents
How to see who has signed a signable document.
Written by
Daniels Korens
Updated over a week ago
eSignature - Frequently Asked Questions
Here are some frequently asked questions about eSignatures.
Written by
Daniels Korens
Updated over a week ago