Teams help you organise employees and manage access in Sage HR.
When you create a team, you must assign at least one team manager. A team manager can access their team’s profiles, documents, reports, and more.
📎NOTE: Teams aren't available in Sage HR Essentials or Basic HR.
Create a new team
You can create teams in two ways. Choose the option that suits your company size.
If you have fewer than 20 employees
If you have fewer than 20 employees
Select Company, then Teams from the main menu.
Select Create a new team.
Enter a team name.
Select a team manager.
Select Save.
Drag and drop employee cards into the team.
Sage HR saves changes automatically.
If you have more than 20 employees
If you have more than 20 employees
Select your name in the top‑right corner.
Select Settings.
Select Employee data, then Teams.
Select Add new.
Enter the team name and select Create.
Select Eligibility and choose employees.
Select the Managers tab and assign team managers.
Select Save.
Add a team manager
You can add a team manager to an existing team at any time.
Add employees to an existing team
You can add employees to an existing team at any time.