Sage HR

Oliver Cook

Janice Bell

Daniels Korens

How to add, remove or edit employee profiles.

Managing your employees

Your different options to create an employee profile in Sage HR.

Add employees to Sage HR

What to do when told an employee's email address is taken when adding an employee in Sage HR manually.

Error: 'Email already taken' when adding an employee

How to set up your employees in Sage HR not integrated with Sage payroll software. You do this import them or add them manually.

Set up your employees - No Sage payroll integration

Use a template to import multiple new employees or to update details of existing employees in Sage HR.

Import employee details

How to add an individual employee into Sage HR manually when not integrated with Sage payroll software.

Add an employee individually (No Sage payroll integration)

To help you set up employees, there is an Excel import template you can download and complete to import employee information into Sage HR.

Employee import template

How to complete setting up your employee ready for all the Sage HR modules you use.

Set up an employee for Sage HR modules

Checks to make in your employee template before you import them to Sage HR.

Sage HR Employee Import Checklist

Guides to help you add new employees to Sage HR.

Add employees

How to add an employee to Sage HR when integrated with Sage 50 Payroll (UK only).

Create a new employee profile - Sage 50 Payroll integration

How to create an employee profile in Sage HR Online Services by uploading payslips from Sage 50 Payroll (UK).

Add employee by uploading payslips - Sage 50 Payroll integration

You can add an employee directly in Sage HR, even if integrated with Sage 50 Payroll.

Manually add an employee - Sage 50 Payroll integration

What to do if you rehire an employee that previously left and you integrate with Sage 50 Payroll (UK only).

Re-adding a returning leaver - Sage 50 Payroll integration

How to add an employee manually in Sage HR Online Services that doesn't require to be in Sage 50 Payroll.

Add employee that doesn't need to be in Sage 50 Payroll

Steps to take if a duplicate employee record has been created in after uploading payslips from Sage 50 Payroll (UK only).

Duplicate employee profile created - Sage 50 Payroll integration

How to link an employee's profile in Sage HR Online Services to their profile in Sage 50cloud Payroll (UK only).

Link an employee profile to Sage 50 Payroll - Sage HR Online Services

How to add employees when you use Sage HR Online Services (UK only).

Adding employees (Sage 50 Payroll integration)

How to add a new employee if you use Sage HR integrated with Sage Business Cloud Payroll (UK).

Add an employee in Sage HR Essentials

How to resolve this message on an employee's profile in Sage HR integrated with Sage Business Cloud Payroll.

'Missing payroll information' - Sage HR Essentials

How to complete setting up your employee ready for them to use Sage HR Essentials.

Set up an employee in Sage HR Essentials

How to deal with a returning leaver when your Sage HR company integrates with Sage Payroll.

Re-add a leaver - Sage HR Essentials

How to add an employee manually in Sage HR Essentials that doesn't require to be in Sage Business Cloud Payroll (UK).

Add employee in Sage HR Essentials that doesn't need to be in Sage Payroll

How to add employees when you use Sage HR Essentials (UK only).

Adding employees (Sage Business Cloud Payroll integration)

Guides to help you remove employees from your Sage HR company.

Remove employees

Answers to some frequently asked questions about terminating employees.

Terminating employees - FAQ

How to process an employee leaving the company.

Terminate an employee

How to see your list of ex-employees and edit their termination date or reason for leaving if required.

View terminated employees

What to do if you need to reverse the termination of an employee.

Can I undo terminating an employee?

How to terminate a large number of employees in Sage HR using an import template.

Terminate multiple employees using import template

A setting to allow terminated employees access to log in is determined on your Sage HR integration.

Can terminated employees access Sage HR?

How to resolve this message when terminating a user currently set as an admin.

Error when terminating an admin user

Remove someone as an active employee in your Sage HR company.

Terminating employees

What to do if you've deleted an employee from Sage HR.

Can I undo deleting an employee?

How to delete an employee profile and their information in Sage HR if they have already been terminated.

Delete a terminated employee

Completely remove an employee from your company.

Deleting employees

How to amend or add information on an employee's Sage HR profile.

Edit an employee profile

Find out what fields you can see in an employee's profile, and which ones an employee can amend themselves.

Fields available in employee profile

How to change an employee's email address if incorrect or it needs to be updated.

Change an employee's email address

Edit your multiple employees' information from a single page.

Mass editing

How to change a start date for an employee.

Amend employee's start date

To switch off (or on) email notifications for all employees you can use the mass editing tool.

Stop all employees receiving notification emails

How to record an employee having a child, which can be used in relation to creating or triggering parental leave time off policies.

Add a child to an employee's profile

What to check if an employee is not receiving email notifications sent by Sage HR.

Employees are not getting email notifications

Under each employee profile, notes can be added privately.

Add notes to an employee's profile

How to add or amend emergency contact details for yourself or another employee.

Add or edit emergency contact details

Julianna Markova

Guides to help you amend employee details.

Edit employee details

Visit Sage HR website

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