Many countries require employers to confirm an employee’s right to work. Sage HR helps you store documents, track expiry dates, and notify managers when action is due.
What do I need to configure this?
Admin-level access in Sage HR
The Core HR module
⚠️CAUTION: Sage HR doesn’t replace government right‑to‑work checks. You must complete all legal checks required in your country.
You can find the UK guidance at gov.uk/government/publications/right-to-work-checks-employers-guide.
What you need
To track right-to-work in Sage HR, you need:
Admin access in Sage HR
The Core HR module
Activate right to work tracking
Select your name in the top‑right corner.
Select Settings.
Select Employee data.
Select Documents.
Turn on Right to work under Track employee data with documents.
Select Save.
Sage HR now enables right‑to‑work tracking.
Upload right to work documents
Only admins can upload right‑to‑work documents.
📎NOTE: An admin can’t upload their own document. Another admin must upload it.
Select Documents.
Select Add new.
Choose Right to work as the category.
Enter the document type and number.
Add an expiry date if required.
Choose whether the employee must accept the document.
Choose whether to notify the employee by email.
Select Upload.
Reminders
When you enable right-to-work tracking, Sage HR creates reminder recipes.
These recipes email the employee’s direct manager:
90 days before the document expires
After the document expires
You can edit these reminders:
Select Settings.
Select Recipes.
Reports
Right‑to‑work tracking creates custom reports.
Select Reports.
Select Employee data.
Select Custom reports.
Select the play icon to run the report.