Set up the Core HR module - Sage HR Online Services

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Solution ID:

210929080205797

Last Modified Date:

Mon Jan 22 09:31:04 UTC 2024

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Set up the Core HR module - Sage HR Online Services

Description

The Core HR module is one of several HR modules available to add alongside your payslips and P60 functionality in Sage HR Online Services. Core HR includes features such as documents you can upload online, an announcement tool, automated onboarding, and much more.

If you're a Sage 50 People Package customer, you get the Core HR module included in your package, so you can set up the Core HR module now following the steps below.

TIP: If you're unsure whether you have the Core HR module, it's easy to check. If you don't have the Core HR module, you can redeem your free trial for it now.

Cause

Resolution

Before you start

Before you can set up the Core HR module, you must have set up Sage HR Online Services and set up your employees in it.

Set up Core HR

Set up teams

Create your teams, then assign team managers and employees to each team.

Set up Org chart

The org chart shows the structure of your company.

Set up positions

Create all the job positions you have in your company and assign them to employees.

Set up employment statuses

To help you manage your employees, you can set up different employment statuses.

Set up locations

You can use locations for grouping employees and for running reports.

Set up user access levels and permissions

Assign the access levels your employees will have in Sage HR.

Set up company settings

Configure your basic company settings such as your company name, number, country, date/time formats, system language etc.

Additional set-up tasks

Now you've set up the key features in Core HR, there are other additional features you can set up to make your HR management easier.

Set up announcements - Publish news and updates for your employees
Set up custom fields - Use custom fields to add useful information to your employee records
Set up race and ethnicity - If required, assign employees to their respective race and ethnicity
Set up onboarding - Organise your onboarding process for new starters
Set up offboarding - Organise your offboarding process for leavers
Set up compensation - Keep track of your employees' salaries
Set up assets - Create assets and track which employees have them
Set up training - Configure training settings to be able to add training for employees
Set up training events - Configure settings ready for when you want to create training events for employees to attend
Set up recipes - Using recipes, you can create custom workflows that are automated after specific actions
Set up working patterns - You can set the exact hours employees should be working

Next steps

Set up other Sage HR modules

Now you've set up Core HR, if you also have other Sage HR modules such as the Leave Management module, set these up next, especially if you've subscribed to any other HR modules too.

TIP: If you don't have other HR modules yet, you can start a free trial for them.

Set up Sage HR modules now >

Support using Core HR

Our Sage HR knowledgebase provides support with the Sage HR modules, such as Core HR, Leave Management, Timesheets etc.

For help using specifically features of Core HR, visit our Core HR collection in the Sage HR knowledgebase. You can access this knowledgebase directly within Sage HR Online Services.

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