What is Sage HR Essentials?

Sage HR Essentials is a version of Sage HR that comes free as part of Sage Payroll (also known as Sage Business Cloud Payroll). 

It provides Sage Payroll users basic functions such as employee profile management, leave management, as well as employee self-service tools.

With this integrated functionality, using Sage Payroll and Sage HR Essentials together will help you work more effectively by automating a streamlining your HR and Payroll tasks from one single digital platform. 

What are the main features of Sage HR Essentials?

Integration with Sage Payroll 

Employee profiles sync with their records in Sage Payroll. So changes you make to employee details automatically update in Sage Payroll.

You can also switch between Sage Payroll and Sage HR Essentials at the click of a button.

Online payslips and P60s

Publish payslips and P60s from Sage Payroll. You and your employees can view these payslips in Sage HR and download them.

Online documents

You and your employees can upload documents to Sage HR. For example, if you need to upload a First Aid certificate or Right to Work documents.

Time off management

Record your employees' leave and keep track of how much time off employees have, such as annual leave or sick leave.

Shared calendar

Users in Sage HR Essential can have access to a shared calendar to see who is on holiday.

Employee self-service

Employee users can log in to Sage HR themselves to view their payslips, P60s, or other documents. They can also use it to book holidays.

A free mobile app is also available so they can do this on their phone.

Is Sage HR Essentials the same as Sage HR?

The main difference is that Sage HR Essentials only has some of the features of Sage HR's Core HR and Leave Management modules. It uses the Sage HR platform, but it isn't the full version of Sage HR and its HR modules.

Follow our Set up Sage HR Essentials online guidance to get started.

Is there guidance to use Sage HR Essentials as an admin?

Yes, there is, you can visit our Sage HR Essentials hub within the Sage Payroll Help Centre. Alternatively, you can search for your query in the Sage HR knowledge.

Is there guidance for employees using Sage HR Essentials?

Yes there's also guidance for employees. We recommend employee users to visit our Sage HR Essentials employee support hub. Alternatively, they can search their query in the Sage HR knowledgebase.

 NOTE: If they can't find an answer to their query from our knowledgebase or virtual assistant, they must raise this with you, their employer. An admin user can contact Sage HR or Sage Payroll support if you require further help with an employee query.