We have collated articles of processes that you can do as an employee in Sage HR. If you are an employee new to using Sage HR, this is an ideal guide to get up to speed with common tasks you can do when using Core HR, Leave Management, or other additional
Sage HR modules like Timesheets and Expenses.
📌TIP: You can also download some PDF user manuals for employee users at the bottom of this guide.
What you can do in Sage HR depends on what HR modules your employer uses:
Core HR - This module allows you to do things such as view and upload documents, view announcements, add training, etc.
Leave Management - This module allows you to do things such as request time off, view your time off balance, and view your company's calendar, etc.
Timesheets - This module allows you to do things such as enter and submit your timesheet hours. You can even use it to clock in and out of work
Shift Scheduling - This module allows you to do things such as view your shift schedule and even state your availability for shifts
Expenses - This module allows you to upload and submit your expenses for approval
Performance - This module allows you to do things such as book 1-to-1 meetings with a manager, request feedback, and manage your goals, etc.
If you're unsure what modules your company uses please clarify this with your HR admin.
Core HR
Core HR
Unable to log in
What to check if you're having issues logging in - Read more >
Change password
How to change your password when logged into Sage HR - Read more >
Forgotten password
How to reset your password when you cannot log in - Read more >
View other employees
Depending on your permissions, it is possible to view other people in Sage HR - Read more >
Edit your personal record
How to access and edit information on your profile - Read more >
Checking and completing tasks
How to check what tasks you have - Read more >
Create a task
How to create and edit a task - Read more >
Completing onboarding tasks
Complete the tasks for a seamless onboarding experience - Read more >
Add training
How to add training that you think you require - Read more >
Update bank account details
What to do if you need to inform your employer of your new bank account details - Read more >
View a document
How to view a document shared with you - Read more >
Request a document to be looked at by another employee
How upload a document, notify an employee to look at it, and receive their acceptance of the document in a single workflow - Read more >
Sign an eSignature document
How to sign a document using eSignature - Read more >
Switch off email notifications
How to disable notifications sent by Sage HR - Read more >
View an announcement
How to view a published announcement - Read more >
Mention someone in Announcements
You can tag someone in an announcement or comment - Read more >
Leave Management
Leave Management
Using the calendar
A guide to using your Sage HR calendar - Read more >
Request time off
How to request time off - Read more >
View time off history
How to view your time off, including checking your time off balance, active time off requests, and who approves your time off - Read more >
Make changes to a time off request
How to edit your own time off requests - Read more >
Cancel time off request
How to cancel a time off request or cancel approved time off - Read more >
Shift schedule
Shift schedule
View shift schedule
How to see your published shifts - Read more >
Advise schedule availability
Allow your employers to know your availability for shifts - Read more >
Pick an open shift
How to choose an open shift made available by your manager - Read more >
Release an open shift
Picked up an open shift but changed your mind? You can release it - Read more >
Timesheet
Enter and submit your timesheet hours
Enter and submit the hours that you have worked - Read more >
Clock in and out for work
How to clock in for a working shift - Read more >
Tracking time spent on projects
Log and submit hours for project timesheets - Read more >
Expenses
Expenses
Add an expense
How to add an expense - Read more >
Submit an expense
How to submit an expense to be approved - Read more >
Performance
Performance
Book a 1-to-1
Provided it has been enabled by an admin, you can book a 1-to-1 meeting with your manager yourself - Read more >
View your 1-to-1s
How to see your upcoming and previous 1-to-1 meetings - Read more >
Prepare for your 1-to-1
How to complete any tasks in preparation for your 1-to-1 meeting - Read more >
Sign off 1-to-1
Once you've had your 1-to-1, and your manager has signed it off, you can also sign it off - Read more >
Reschedule a 1-to-1
If you need your 1-to-1 to be rearranged, you must contact your manager for them to reschedule the 1-to-1 - Read more >
Give quick feedback
How to give quick feedback to one of your colleagues - Read more >
Request quick feedback
How to request quick feedback from your colleagues - Read more >
Add a personal goal or OKR
How to add a personal goal to keep track of the progress of things you wish to achieve as part of your role - Read more >