Sage HR

Sage HR organizes HR around Employees and Teams. Leave, onboarding, and offboarding use categories and policies. Documents are categorized.

Data Model

• Employees — staff; have positions, teams, leave balances.
• Teams — departments or groups.
• Positions — job roles.
• Leave Management Policies — leave types and rules.
• Leave Requests — time-off requests.
• Individual Allowances — per-employee allowances.
• Documents — HR documents; categorized.
• Document Categories — document organization.
• Onboarding Categories — onboarding checklist items.
• Offboarding Categories — offboarding checklist items.
• Terminated Employees — former employees.
• Termination Reasons — reasons for leaving.

Gotchas

• Leave policies: Leave requests depend on policies. Ensure policies exist before creating requests.