Help Centre (South Africa)

Core HR

Set up and use the core features in Sage HR, such as documents

Set up the org chart

Can I export the org chart?

View the org chart

Edit the org chart

Assign an employee to an existing team

Set up custom fields

Create a new custom field

Make changes to a custom field

Assign a custom field to an employee

Types of custom fields for an employee profile

Using tags for a custom field

Create a bank details field in employee profiles

Add a new child custom field

Can't find a document

Set up documents_{4 articles}

Standard documents_{6 articles}

eSignature documents_{10 articles}

Trackable documents_{6 articles}

What are Announcements?

A guide to using Announcements

View announcement drafts

Send an announcement to specific employees

Edit an announcement

Delete an announcement

Announcements - Sage HR app

Pin an announcement

View an announcement

Copy a link of an announcement

Topics for Announcements

Mention someone in Announcements

Announcement wasn't emailed to employees

Add an Announcements administrator

Employment status

Add a new employment status

Assign employee an employment status

Schedule an employment status change

Set up employment statuses

Working patterrns

Create or edit a historical working pattern

Create or edit a working pattern

Assign employees to a working pattern

Set up working patterns

Multiweek working patterns

Custom working patterns

Training_{8 articles}

Training Events_{3 articles}

Set up positions

Create a position

Assign an employee to a position

Edit or delete a position

Set up locations

Assign an employee to a location

Create an asset category

Add assets to your inventory manually

Import assets into your inventory

View asset inventory

Give or return an asset

View asset history

Custom fields for assets

Add an onboarding category

Set up onboarding

Onboarding employees in Sage HR

Check status of onboarding tasks

Create onboarding tasks

Assign an onboarding mentor

Your onboarding page

Onboarding workflows and automation

Assign onboarding tasks and workflows

Completing onboarding tasks

Examples of a general onboarding workflow

Set up offboarding

Assign offboarding tasks and workflows

Create offboarding tasks

Offboarding task categories

How to offboard an employee

Offboarding workflows

Check status of offboarding tasks

Compensation types

Compensation reasons

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Diversity information

Set up Diversity information