Document categories help you organise documents in Sage HR. They make it easier to upload, find, and manage files.
Sage HR includes three default categories:
Company files
Onboarding
Offboarding
You can create more categories and edit custom ones.
📎NOTE: The Sage HR mobile app shows up to 100 documents per category. Create more categories to stay within this limit.
The Sage HR web portal has no overall limit. It shows up to 25 documents per page within a category.
Access document categories
Select your name in the top‑right corner.
Select Settings.
Select Employee data.
Select Documents.
You can see all document categories here.
Add a new document category
Enter a name in Title.
Select Add.
Sage HR adds the category as an option when you upload a document.
Edit a document category
Select the pencil icon next to the category.
Make your changes.
Select Save.
📎NOTE: You can’t edit default categories.
Delete a document category
Select the trash can icon next to the category.
Select OK to confirm.
⚠CAUTION: This action permanently deletes the category.
📎NOTE: You can’t delete default categories.