Document categories in Sage HR are there to help you categorise your documents.
By default, there are three categories already set up:
Company files
Onboarding
Offboarding
If you need to, you can create additional document categories.
Click your name in the top right-hand corner, then click Settings.
On the General settings menu, click Employee data.
Click Documents, click Add new.
In the Title, enter the name. For example Company Policies.
Click Add.
If relevant, select the Allow employees to upload documents check box.
Click Save.
This new category is now an option to choose from when you upload a document.
📎NOTE: The mobile app can only list a maximum of 100 documents per document category. We recommend creating and using new categories to keep the documents under this limit.
If you access the Sage HR web portal, there's no limit on the number of documents you can access in a category. However, the list of documents will be divided into separate pages within the category with a maximum of 25 documents per page.