Core Sage HR

Set up and use the core features in Sage HR

Kaspars Upmanis avatar Julianna Gordimova avatar Daniels Korens avatar +3
71 articles in this collection
Written by Kaspars Upmanis, Julianna Gordimova, 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

Assign the access levels your employees will have to Sage HR.
Janice Bell avatar
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.
Janice Bell avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up locations

Add locations to group employees.
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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.
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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.
Julianna Gordimova avatar
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.
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

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

Customise your Dashboard

Set up how you want your Sage HR dashboard to look.
Julianna Gordimova avatar
Written by Julianna Gordimova
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 add additional admin level users.
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated over a week ago

Set up an Asset Administrator

How to set up someone to be an asset administrator
Julianna Gordimova avatar
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.
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
Documents

Document templates

Generated documents based on your pre-defined templates
Kaspars Upmanis avatar
Written by Kaspars Upmanis
Updated this week

Manage documents

Upload, share and view documents
Janice Bell avatar
Written by Janice Bell
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

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.
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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.
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Written by Daniels Korens
Updated over a week ago