Sage HR

Oliver Cook

Kombie Makhubele

Julianna

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

Resolve the “Account already taken” error in Sage HR when you add an employee. This happens when the email already exists in Sage HR.

ERROR: 'Account already taken'

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

How to use our CSV 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 manually to a Sage HR company that's not integrated with Sage payroll software.

Add an employee individually (No Sage payroll integration)

An Excel import template is available to download and complete. This allows you 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

How to update an employee’s emergency contact details in Sage Payroll and HR Processing. It applies when editing personal information on an existing employee record.

Update employee emergency contact details

Guides to help you add new employees to Sage HR.

Add employees

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 UK integration

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

Link an employee profile to payroll - Sage 50 Payroll UK integration

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 Payroll (UK).

Add an employee - Sage Payroll UK integration

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

Add employee in Sage HR 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 in Sage HR.

Terminating employees - FAQ

Learn how to terminate an employee in Sage HR when they leave your company. Termination makes the employee inactive but keeps their record for reporting.

Terminate an employee

Sage HR keeps employee records after termination. You can view, edit, export, re-hire, or delete leavers when needed.

Terminated employees report

How to terminate a lot 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: 'Oops...This employee is the Administrator of your Sage HR account subscription configuration'

Update an employee’s termination date in Sage HR. This helps correct errors or reflect changes to their leaving date.

Change an employee’s termination date

How to resolve this account owner error when terminating an employee in Sage HR.

Error: 'Employee is the owner of the account'

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?

You can delete an employee from Sage HR only after you terminate them.

Delete an employee from Sage HR

Completely remove an employee from your company.

Deleting employees

Update employee details in Sage HR from the employee profile. Your permissions and payroll integration control which fields you can edit.

Edit details in an employee's profile

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

Fields available in an employee's profile

How to change the 'Work email' within an employee's Sage HR profile.

Change an employee's email address

Use mass editing in Sage HR to update multiple employee records from one page. Select fields, then edit individual or multiple employees quickly.

Edit employee details using mass editing

How to change a start date for an employee in Sage HR.

Amend an 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 manage emergency contact details for yourself or another employee in Sage HR.

Update emergency contact details

How to update your own or an employee's bank account details in Sage HR.

Change bank account details

Change your profile picture

Guides to help you amend employee details.

Edit employee details

Visit Sage HR website

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.