Set up the Sage HR modules - Sage HR Online Services

If you use Sage HR Online Services, which is an online payslips portal included with Sage 50 Payroll, you can easily add Sage HR modules to help with your company's HR management.

You can start a free trial for these at any time and set them up.

Want to set up and start using these HR modules now? We'll run you through how to set them up in the section below.

Are you Sage 50 People Package customer?

If you are 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 immediately without needing to start a trial for it first. If you're unsure whether you have the Core HR module, it's easy to check.

Before you start

Before you set up the Sage HR modules, please make sure you have:

• Set up Sage HR Online Services, including adding your employees

• Started a trial for the Sage HR modules you want to use
  
  NOTE: If you're a Sage 50 People Package customer, as you already have the Core HR module included in your package, you don't need to start a trial for that module. If you're unsure whether you have the Core HR module, it's easy to check.
  
  

Set up Core HR

Set up your company to use all its core features, such as documents, announcements, automated onboarding, and so much more.

Leave Management

Set up time off policies, your calendar, and time off approvers to help you and your employees manage their time off with ease.

Set up Additional modules

If you've started a trial or subscribed to additional modules as well as Core HR and Leave Management, we recommend you get these set up too.

Timesheets

Set up being able to record hours worked by your employees.

Shift Scheduling

Be able to create and manage shifts that your employees can view on an online rota.

Expenses

Set up the ability for employees to submit their expenses for approval.

Performance

Set up being able to track your employees development and progress towards achieving their goals.

Recruitment

Set up being able to track your applicants and streamline your recruitment process.