Sage HR

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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

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

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

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