Sage HR updates

If you use the Timesheets module to record the hours you've worked, you can now use the Sage HR Android app to do this.

Two-factor authentication is a security process in which users are required to supply two separate forms of authentication to verify themselves. To increase the security of Sage ID, two-factor authentication has now been implemented, which will allow Sage 50 Payroll and SBCP users to increase the security of their Sage HR product access. 2FA can also be enabled for employees using Sage HR and Online Bureau.

Users can now access the announcements feed, comment to them using tags and mentions, and also receive push notifications on their mobile devices.

Users can now create Custom Fields in the Expenses module to allow their employees to capture additional information required for their expenses.

It’s now easier than ever to define granular permissions and control access to important data within Leave Management and Expenses. Advanced Permissions will help you create, assign, and edit access permissions for your employees and managers based on their unique needs. Current permission settings will still be active until you set up new roles. This will not affect any payroll permissions.

Users can now review, accept, and decline documents from the Task Details screen as well as receive push notifications. Find out more about the features in the Sage HR Knowledgebase.

Enhancements and improvements to the Goals chart in the Performance module. This allows for better reporting and views of linked goals.

Announcements is a tool for you that lets you communicate with all employees that exist in your Sage HR company. As well as sharing an announcement with everyone in your company, you can now also send an announcement to specific groups of people or individuals.

Multi-week working pattern functionality has now been introduced in Core HR & Timesheets. Read more.

An 'expiration date' can be now assigned to training based on the completion date. The expiration date will also be reflected on the employee's profile next to the training, and a new recipe will allow reminders to be created for training that expires soon. Read more.

Time off visibility for admins

Provide better visibility to admins when an employee is currently on holiday in their employee profile and Time Off History screen.

Selectable working patterns

It is now possible to select a working pattern during the creation of an employee profile in Leave Management.

5-minute shift breaks

In Shift Scheduling, it is now possible to input shift breaks in 5-minute increments.

Employee’s allowance is recalculated when Custom Working Patterns are added to their regular working patterns. Any existing time off is also recalculated based on the Custom Working Patterns.

Improvements to the Training Events interface

There has been a redesign of the Training Events interface on the Training section on the employee profile to improve the overall user experience.

You can now see when colleagues are out of the office on the calendar screen.

You can access your documents on your phone with the Sage HR mobile app. If you need to access any documents you have uploaded, or had assigned to you, you can now view these on the Sage HR mobile app. Read more.

A new Leave Management report has been created so you can now see where employees have repeatedly logged certain types of leave after a weekend or a public holiday, or repeated instances in an 8-week period.

Whether you want to link a goal to different quarters, years, or custom date ranges, it’s now simple with Sage HR.

• Link annual goals to next year’s goals
• Link personal goals to team goals in specific time periods

Use short, automated surveys to gather employee feedback. These are available alongside engagement surveys to make tracking progress on your initiatives simple. Pulse surveys are 100% anonymous so your employees can share honest feedback.  

Update your projects to include a description, information on budget, and notes to stay on top of all of your tasks.

Now users can keep records of their worked hours even more easily: 

• See details of specific timesheet periods 
• Update and add hours 
• Submit or cancel hours 

To celebrate the launch of our new exciting rebrand, we updated Sage HR to bring the look and feel of this software in line with our new guidelines. Updates to the iOS and Android mobile apps have also been implemented including changes to colours, our logo, images, and overall design. We really hope you like what you see - there is much more to come!

Get full visibility and control over HR and Payroll functions with the refreshed Company Payslip dashboard within Sage HR Online Services. This includes the ability for admins to view all pending and published payslips and P60s, download these to PDF or .zip folder, and delete pending payslips too.

'Add new goal' modal enhancements

Setting goals for your employees is simple with enhancements to the goals module. The creation of the goals modal was one of the main challenges for our users, so we have made it easier to create and set goals within all tabs. By default, admins and goals group managers can view and create goals in the following tabs:

• Employee goals
• Personal goals
• Team goals
• Company goals
• All goals

You can create these by clicking Goals > Add goal. Simply add in the goal information and move to the next step of assigning the goal to an employee so that they can work towards these targets.

Make pay day easier. Employees will receive notifications to let them know that their latest payslips and P60s are ready to be viewed. When you upload payslips or upload P60s from Sage 50cloud Payroll to Sage HR Online Services, your employees are automatically notified so they can access their most recent payslip or P60 right away.

View future payslip values for the most current period to help your employees accurately understand their ‘take home’ salary. When customers upload payslips from Sage 50cloud Payroll, employees will receive an email letting them know their payslips are available in Sage HR Online Services to review.

We have made it simpler to sign shared documents from the documents tab using eSignature. To sign the document, click on the area and draw your signature. Alternatively, you can upload an image of your signature from your computer, or if you prefer, you can just type in your name. Make getting important documents signed quicker and easier.

This means you can set up working patterns, assign them to your employees, and use them to differentiate full-time employees from other types, even if you don’t have the Timesheets module. And there’s more to come - we’re introducing updates that allow working patterns to integrate with time-off policies shortly.

We’ve revamped email templates and welcome emails within Sage HR to bring you a new modern, professional look. Customise your view by setting the new templates to light or dark mode.

Now you can provide feedback directly from the Sage HR iOS app. Got suggestions about the product? Your feedback will go straight to the product team so they can review requests and put suggestions into action.

 

We’ve added star ratings to surveys alongside written comments so that it’s even easier to indicate preferences.

 

Testing is about to begin for our new tool that uses AI and machine learning to forecast absence. Designed to help you plan ahead and stay productive, this tool will be available as a special feature as part of Leave Management in future.

Now you can set up rules on child benefits so that employees will receive emails automatically.

We’ve introduced swipe behaviour to the Sage HR Android app. Swipe tasks like approving expenses and time off to quickly choose which information you need.

Easier to use and with more intuitive navigation, Sage HR now has a new and improved design.

With our new Open Shifts feature, you can empower employees with self-service and help schedule managers free up time.

• Schedule managers can create open slots that employees can take according to their availability to fill the roles and workload needed for the day
• Employees can pick up shifts and build their own schedule

• Use simple templates to get started
• Personalise your survey when editing a template
• Calculate engagement based on best practices
• Get an improved visualisation of data from finalised surveys

Now iOS app users can view time off records, shifts, public holidays – and it can all be accessed through Workspace.

All new customers who want to use timesheets can add new projects and log the time against the project’s activities. Available with the timesheet module.

We’ve updated the UI for feedback creation to make it even more intuitive. And now, users can choose who will review and provide feedback based on their roles, from managers and direct reports, to team peers.

With in-product navigation that gives new charts in the header and an explanation of deductions, managing payslips has never been easier.

We’ve added a new setting to allow admins to give permissions to employees so that they can export their own timesheet reports.

We’ve enhanced the security around signable documents.

We’re reviewed the content within our products to maintain gender neutrality throughout. And we’ve added the Mx title option in employee profiles.

Projects and work packages can now be set up in the Timesheets module.

• Employees can log time against different tasks they perform during their workdays and submit their timesheets for approval
• Project managers will get notifications to review their project's timesheets
• A handy new report makes it easy to see how much time has been invested on the different projects

Now you can receive push notifications about expenses and time off to stay up to date with your finances.

Available in Google Play and App Store, our app transforms the experience of Sage HR with the ability to request time off, submit expenses and view the history, and more.