Sage HR

How to give a role permission to approve or decline time off requests in Sage HR.

Add 'Approve or decline of time off requests' permission to a role

Oliver Cook

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Control what your users have access to in your Sage HR company.

Permissions

Create roles in your company with customised permissions.

Roles and permissions

You can customise the permissions for every role you have in Sage HR.

Configure permissions of your roles

Sage HR uses roles to control what users can see and do. You can edit existing roles or create new ones with custom permissions.

Manage roles

An explanation of the default permission roles in Sage HR.

Default user roles

A list of all the permissions you can assign or amend under a role.

Permissions available to edit or add to roles

How to replicate a read-only team manager role using the new permissions.

Create a 'read-only' manager role in new permissions

How to easily tell what permission roles are assigned to employees.

Check permissions of employees

Collection of guides relating to our new permissions feature.

Roles and Permissions

Set up permissions to control what your employees have access to in Sage HR.

Set up user permissions

Control your user permissions within Sage HR Essentials.

Set up permissions - Sage HR Essentials

Configure settings which will apply to all users in Sage HR, including admins.

Control global permissions

How to disable employees being able to log in to Sage HR. The same steps apply to enable access too.

Disable a user's login access

How to hide job anniversaries and birthdays in employees' Sage HR Dashboards.

Hide the anniversaries widgets

How to control who can see your date of birth (DOB) details.

Control visibility of your date of birth

General permissions 

Control which admins have access to settings in Sage HR.

Control admin permissions

Add another administrator in Sage HR to give someone full access to the system.

Add another admin user

Give an existing employee administrator access in Sage HR so they can manage the whole system.

Give an employee admin access

How to create an admin only profile in Sage HR Online Services who doesn't need to be linked to a record in Sage 50 Payroll (UK).

Create an administrator only user - Sage 50 Payroll UK integration

How to create an admin only profile in Sage HR that doesn't need to be linked to a record in Sage Payroll (UK).

Create an administrator only user - Sage Payroll UK integration

How to give access to other admins to approve changes made to an employee's bank account details in Sage HR Online Services.

Control who can approve employee bank account changes - Sage 50 Payroll integration

How to remove someone as an admin user in Sage HR.

Remove admin access

Admin permissions

Amend employee access rights to control what employees can or can't do in Sage HR.

Control employee permissions

How to stop certain users being able to view other employees' profiles depending on their permissions.

Prevent access to other employee's profiles

You can allow or prevent an employee to amend certain fields themselves. Other fields can can remove altogether.

Control employee access to edit their profile

How to allow or prevent users from viewing 'sensitive information' fields in a profile.

Control access to race, gender and sex in an employee's profile

How to enable employees' date of birth visibility, and how employees can select their date of birth visibility.

Allow employees to choose what birthdate details to share with others

Configure your settings so that employee users can't see other employees' information in Sage HR

Hide employee details from other employees

Employee permissions

Use Sage HR to assign managers to teams and manage access to employee data. Team managers can view employees in their assigned teams based on permissions.

Add team managers

How to control who employees directly report to.

Add a direct manager

The difference between team managers and direct managers, how to edit them, and how to change their permissions.

What's the difference between a Team Manager and Direct Manager?

How to create a training admin who can access training and training events settings.

Add a training administrator

How to set up someone to be an asset admin.

Set up an Asset Administrator

Give a user access to create and manage announcements.

Add an Announcements administrator

Change what direct managers can do in Sage HR. You control what access they have to their employees’ information.

Control direct manager permissions

Change permissions for team managers in Sage HR who have access to their team’s employee information.

Control team manager permissions

Allow or prevent employees being able to upload documents.

Control employees' access to upload documents

How to control whether someone can access the compensation tab in another employee's profile in Sage HR.

Control who can view employee compensation

You can enable a setting to allow managers to give and return assets on behalf of employees.

Allow managers to give and return assets

How to switch on the Emergency Contacts field in employee profiles.

Enable emergency contacts

Core HR

How to configure what employees and managers can do with regards to time off.

Set up time off permissions

Leave Management (Time off)

Allow who you want access use timesheets, timesheets settings and reports.

Set up timesheets permissions

How to give someone admin access in the Timesheets module.

Add a timesheets administrator

How to assign a manage to a timsheet group.

Add a Timesheet group manager

Manage which users have Accountant user level and what they can access.

Control Accountant permissions

Timesheets

Allow who you want access to scheduling settings, adding shifts, and reports.

Shift Scheduling permissions

How to give someone admin access to the Shift Scheduling module

Add a schedule administrator

How to assign a manager to a schedule group.

Add a Schedule group manager

Shift scheduling 

Allow who you want access to the Expenses module as well as Expenses settings and reports.

Set up expenses permissions

Choose who you want to approve expenses requests from employees.

Set up expenses approvers

Assign admin access for Sage HR's Expenses module.

Add an Expenses administrator

How to assign someone as an Expenses group manager so they can approve and pay out expenses.

Add an Expenses group manager

Expenses

Control the depth of access for a manager in Sage HR.

Set up performance permissions

How to assign a manager to a performance group.

Add a performance group manager

Performance

An overview of the permissions for recruitment group roles; Group administrator, Hiring manager, Interviewer, and External recruiter.

Permission levels in Recruitment

How to give a user admin access to the Recruitment module.

Add a recruitment administrator

Recruitment

Visit Sage HR website

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