Sage HR

Using Documents

Janice Bell

Oliver Cook

Julianna

Support using online documents, including signable documents and trackable documents.

Documents

Settings to consider to be ready to upload and manage documents online.

Set up documents

Create and upload templates to Sage HR to generate documents.

Document templates

Use document categories in Sage HR to organise and manage employee and company documents.

Document categories

Use Sage HR to track right-to-work documents, get expiry reminders, and run reports to support compliance.

Track employees’ right to work

How to amend a document using the Sage HR web portal.

Edit a document

Delete a document

Check a document’s status in Sage HR to see whether employees have accepted, declined, or still need to review it.

View document status

What can or can't be done with regards to uploading multiple documents and uploading documents for multiple employees.

Uploading multiple documents

How to create and generate document IDs from numbers using custom patterns, and apply them to documents in Sage HR.

Document IDs

What to do if you get this message when trying to download a document.

Error: It is not possible to download this file as a possible threat or malicious software has been found.

How to add documents to an employee's profile in Sage HR that the employee can't see.

Attach confidential documents to an employee profile

Find out what to do when a document fails to download from Sage HR.

Unable to download a document

How to resolve this error when uploading a right to work (RTW) document in Sage HR.

ERROR: 'Author should not be the employee for RTW'

Support using normal documents i.e. non-signable and non-trackable.

Standard documents

Collect signatures and consent from employees in a click of a button.

eSignature in Sage HR

Find answers to common questions about eSignature in Sage HR, including setup, limits, and document handling.

eSignature - Frequently Asked Questions

How to give someone access to create signable documents if they're not an admin user.

Add an eSignature administrator

Add dynamic text to a signable document based on your company's data in Sage HR.

Using placeholders in a signable document

How to see who has signed a signable document.

Tracking signatures on documents

The signing order lets you control the order in which recipients will receive and sign a document. This article explains how to enable it.

Signing order in eSignature

What to do if someone has told you they have signed a document, but it doesn't show as signed in Sage HR.

Document doesn't show as signed

A workaround for when Microsoft Word formatting prevents placeholders in online documents from working.

Placeholders formatting in Microsoft Word documents prevents placeholder formatting from working

Fernanda

eSignature documents

How to set up documents that have expiry dates.

Set up trackable documents

How to create trackable document categories.

Add a trackable document category

You can disable a trackable document category in Sage HR if you no longer need it.

Disable a trackable document category

How to amend an existing trackable document category.

Edit a trackable document category

How to request employees to upload a trackable document.

Require a trackable document from an employee

Wayne Pickard

Support using documents with expiry dates.

Trackable documents

Visit Sage HR website

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