To get the most from Timesheets, we recommend you set up the following functions before using the module.
Before you start
Make sure you've set up the Core HR module
Make sure you've set up the Leave Management module
Make sure you've added or started a trial for the Timesheets module
📎NOTE: If you use Sage HR integrated with Sage Payroll UK, there are different steps to subscribe to Sage HR modules. Trials are also not available with this integration.
Working Patterns
Set what hours employees should be working. This is useful if employees work regular or repeating hours on certain days.
Timesheets Permissions
Allow who you want access to timesheets settings and reports.
Timesheets General Settings
Choose which settings you want to apply to your timesheets.
Timesheet Groups
Create groups to allow employees access to use timesheets.
Clocking In and Out
Allow employees to use a clock in and out button instead of entering timesheet hours manually.
Work zones
Create and assign work areas if you want to geofence employees clocking in and out using the Sage HR mobile app mobile clock-ins.
Overtime
Track overtime hours worked by employees.
What to do next?
Now you've set up Timesheets, you're all sorted to start tracking hours worked by your employees
Before you do that, if you have other additional Sage HR modules, we recommend you set these up next.
Provide access to employees
Once you've set up all your active Sage HR modules, if you haven't already sent your employees welcome emails, you can send them now so they can start using Sage HR.
📎NOTE: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.
📌TIP: If you want to get up to speed with using Timesheets, visit our free e-learns in Sage University.