Charlie vs. Sage HR:

Which is best for UK small businesses?

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Charlie vs Sage HRCharlie vs Bamboo

CharlieHR and Sage HR are both designed for businesses in the UK. Charlie is an all-in-one platform with transparent pricing and all features included, while Sage HR takes a more modular approach. Which is best for UK small businesses?

In this guide we’ll explore and compare Charlie and Sage HR’s features, highlights, pricing, and why you should choose one HR software over the other.

CharlieHR vs. Sage HR at a glance:
  • CharlieHR is an all-in-one HR software built for small UK businesses.
  • Sage HR is an HR and accounting software designed for small to medium-sized businesses.
  • CharlieHR is ideal for first-time HR software users who want a fast, simple, and clean HR platform with growth support.
  • Sage HR suits businesses who are focused on building a culture and HR function, and those that want to combine HR and accounting in one place.

Keep reading for a comparison of features and pricing, along with notes on the benefits of both HR platforms. 

CharlieHR vs. Sage HR features and highlights comparison


CharlieHR

SageHR

Docs and employee data



Compliance with UK laws



Onboarding



Time-off management



Performance reviews


☑️ (with Performance add-on)

Employee surveys and polls


☑️ (with Performance add-on)

Peer-to-peer shoutouts


☑️ (with Performance add-on)

Perks and discounts


Report templates



Custom reports



Employee self-service



Integrations (including payroll)



Marketplace with exclusive discounts



Applicant tracking system (ATS)

☑️ (with Charlie Recruit add-on)

☑️ (with Recruitment add-on)

Bespoke HR advice

☑️ (with Charlie Advice add-on)

☑️ (with Sage HR advice service)

UK-based support


Designed for UK small businesses


Easy to set up



Best for:

First-time HR users and UK small businesses

Small to medium-sized businesses

Key:

  • ✅ Included with all plans
  • ☑️ Included with some plans
  • ❌ Not included

How we created this guide

We’ve created this guide with the help of experts and reviews from people who have used Charlie or Sage HR (or both). Contributors to this CharlieHR vs. Sage HR comparison guide include:

  • Charlie customers
  • HR teams with experience of one or both platforms
  • Product managers
  • Customer support teams
  • Sales representatives
  • HR industry writers

By seeking insights from a variety of people, we’ve made sure this guide is as useful (and transparent) as possible. For even more insights, check out our Sage HR alternatives or compare Charlie to other HR platforms.

Key takeaways

Get to know the essentials and both platforms’ core strengths.

CharlieHR

Charlie is an all-in-one HR platform designed for UK small businesses that want a clear, simple way to take care of HR tasks. It’s ideal for first-time HR software users or people that are juggling multiple roles. 

Here’s where Charlie stands out:

  • Fast and easy setup: Enjoy a smooth and speedy onboarding process and be ready to go in days, instead of weeks or months.
  • All-in-one HR platform for small businesses: Take care of core HR, onboarding, performance, and engagement in one place.
  • Easy to use: Save time on every task with a fuss-free interface and clear navigation.
  • Budget-friendly: Handle HR in an affordable way with simple and transparent pricing that scales with your team size.
  • Support for growth: Use optional recruitment and HR advice add-ons to do more with your employee data, without switching to another tool. 

SageHR

Sage HR also helps teams take care of everyday HR tasks, with features like a centralised dashboard, document management, and onboarding. It’s also part of the Sage ecosystem, which makes it a good choice for anyone that already uses their payroll or accounting tools.

Here’s where Sage HR stands out:

  • Integrates with other Sage software: Sync data between Sage’s HR, payroll, and accounting software for easier workflows.
  • Modular HR system: Add the services you need, like recruitment, expenses, or performance management.
  • Timesheets and shift scheduling: Take care of shift management and timesheets with built-in tools, instead of using a standalone service.
  • Mobile app: Handle HR on the move with an app that lets you review leave requests, deal with expenses, and share news updates.
  • Suitable for small to medium-sized businesses: Make the most of various modules and integrations to streamline HR and operations for a mid-sized business.

Why should you choose Charlie over Sage HR?

Charlie was built for UK small businesses, with features and pricing to match. Businesses should choose Charlie HR if they’re looking for an easy-to-use small business HR software to streamline admin, support growth, and stay compliant.

Fast setup

Charlie’s time-to-implement is very low, with most businesses being ready to go within 7 days—much faster than many other HR software tools which can take months. Sign up when you’re ready, then import your data and start using Charlie to its fullest.

Charlie users can enjoy:

  • Simple setup: Try Charlie with a free 7-day trial (no credit required), then complete the signup process once you’ve had the chance to explore.
  • Self-service onboarding: Import your own data, create workflows, and launch Charlie to your team when it suits you.
  • Templates and settings: Save time with built-in templates and default settings that are built for UK compliance. 

👉 Sage HR’s implementation times aren’t published online, but users can import their own data to the platform.

All-in-one HR software for small businesses

While Charlie and Sage HR are both suitable for small businesses, Charlie is more intentionally designed for your needs. Charlie brings together all the features that UK small businesses need, as well as extras that help you create a better employee experience — like perks and performance development.

Charlie users benefit from: 

  • Employee records and documents: Store employee data, files, and policies in one system for easy access and better accuracy.
  • Onboarding: Introduce a self-service onboarding workflow, saving you time and creating a better employee experience.
  • Time-off management: Record time off, automatically calculate holiday balances, and enable self-service time-off requests.
  • Performance management: Introduce automated performance review cycles, so you never miss an opportunity for feedback or growth.
  • Employee surveys: Ask for feedback with employee surveys and polls.
  • Perks: Offer access to thousands of perks and discounts to your team members, included at no extra cost.

With everything in one place, small businesses can fix their fragmented HR stack and enjoy the benefits of seamless data flow.

👉 Sage HR also offers a range of HR features, but they’re not all included as standard — many are available only through optional add-ons (including performance reviews and surveys). 

Easy to use

Charlie is great for first-time HR software users with no HR experience as it’s very easy to use, with all the features you need and none of the distractions or complexities that you don’t. 

Charlie users experience:

  • Fuss-free task completion: Find what you need and get the task done with clear navigation and intuitive features. 
  • Easy-to-use software with no training required: Get started right away, with no need to sit through long training sessions or consult the handbook.

👉 Sage HR is also reportedly easy to use, with a rating of 8.9 for ease of use on G2. Charlie scores 9.6 for ease of use.

Budget-friendly

Charlie HR is affordable for small businesses, and the pricing is always transparent. Teams can see exactly what they’re paying for and there are no hidden costs or setup fees. 

Charlie customers benefit from:

  • Clear pricing: Charlie’s pricing page explains what you’ll pay, with pricing that scales as your team grows.
  • Perks included: Offer discounts and perks to employees without paying more for a separate perks platform.
  • Discounts on business software and services: Get access to exclusive discounts with software and services partners through Charlie Marketplace.

👉 Sage HR’s core HR and leave management pricing is also affordable for small to medium-sized businesses, but it’s priced per employee. There are no hidden costs with either platform.

Why consider Sage HR instead of Charlie?

Charlie is ideal for small businesses, but there are some situations where you might consider Sage HR instead. Sage HR is a great choice for medium-sized businesses, companies with shift workers, and those that already use other Sage software products.

Part of the Sage ecosystem

Teams that choose Sage HR as their HR Information System (HRIS) can easily integrate it with other Sage products, allowing for automatic data syncing and reduced admin.

Sage HR can be combined with other software, including: 

  • Sage 50 Payroll: Take care of accounting, tax, and financial admin.
  • Sage Accounting: Introduce automated and compliant payroll management.

👉 Charlie is a standalone all-in-one HR platform, but you can easily connect it with your existing software through a range of integrations.

Optional add-ons

Sage HR’s core HR and leave management plan covers the basics, but users can customise their experience with optional add-ons. This flexibility is great for businesses that want to explore performance management or recruitment, or that need built-in time tracking tools.

Sage HR’s optional add-ons include:

  • Performance: Set goals, invite 360-degree feedback, and host 1-to-1 meetings.
  • Timesheets: Introduce self-serve timesheets, create custom reports, and configure working patterns.
  • Shift scheduling: Add interactive shift planning, self-service access, and visual reports.
  • Expenses: Introduce automated expense recording and upload attachments from mobile devices.
  • Recruitment: Manage candidate pipelines, build application forms, and schedule interviews.

👉 Charlie’s pricing plan includes all core features, with optional add-ons like Charlie Recruit and Charlie Advice available for when you grow.

Timesheets and shift scheduling

Sage HR’s optional timesheets and shift scheduling features make it an attractive option for businesses that work in shifts or rotas, like those in hospitality, retail, and care. Teams can add this functionality to their existing plan, instead of using a separate tool.

SageHR users can benefit from: 

  • Easy-to-use timesheets
  • Automatic hour tracking
  • Clocking-in via the mobile app
  • Geofencing features
  • Shift planning
  • Self-service shift management
  • Approvals and reporting

👉 Charlie doesn’t have built-in timesheets and shift scheduling, but you can use the Papershift integration to seamlessly sync data.

Mobile app

Teams that work remotely or on-site will benefit from Sage HR’s mobile app, which allows managers and employees to submit requests and make changes on the move. 

Sage HR’s mobile app allows users to:

  • Raise and approve requests or absences
  • View payslips and P60s
  • Check team availability
  • Review expenses
  • Share feedback

👉 Charlie doesn’t have a mobile app, but the website is optimised for mobile devices. 

Detailed pricing comparison

CharlieHR and Sage HR both have promising features for small UK businesses, but how do they compare on price?

Pricing comparison table

All prices are per month.


CharlieHR

BambooHR

1-4 team members

Basic: £5*
With recruitment add-on: £60

Core HR + performance add-on: £8.28 - £33.12
With recruitment add-on: £212.28 - £237.12

5-9 team members

Basic: £45
With recruitment add-on: £100

Core HR + performance add-on: £41.40 - £74.52
With recruitment add-on: £245.40 - £278.52

10-14 team members

Basic: £45
With recruitment add-on: £100

Core HR + performance add-on: £82.80 - £115.92
With recruitment add-on: £286.80 - £319.92

15-29 team members

Basic: £105
With recruitment add-on: £190

Core HR + performance add-on: £142.20 - £240.12
With recruitment add-on: £328.20 - £444.12

30-49 team members

Basic: £180
With recruitment add-on: £265

Core HR + performance add-on: £248.40 - £405.72
With recruitment add-on: £452.40 - £609.72

50-99 team members

Basic: £315
With recruitment add-on: £415

Core HR + performance add-on: £414 - £819.72
With recruitment add-on: £618 - £1,023.72

*For the first six months. £20 thereafter.

⭐ Useful to know:

  • Charlie’s pricing plan includes all features, including perks and discounts at no additional cost.
  • Sage HR’s pricing is per employee, while Charlie’s is bracketed based on the number of employees.
  • Sage HR’s packages can be customised with different modules, which affects the overall monthly or yearly cost.
  • Use Sage HR’s pricing calculator and Charlie’s pricing page to compare exactly what it would cost for your business.

Special pricing for small teams with Charlie

Small teams can enjoy a special discount to save money with Charlie. Teams with between 1-4 people benefit from the “HR for a fiver” plan where they get access to all features for just £5 per month.

👉 Users would pay between £8.28 and £33.12 per month for a similar plan with Sage HR.

Growing with CharlieHR vs. Sage HR

Sage HR and Charlie can both support you more as you grow, but which is best for scaling small businesses?

Charlie growth support

Charlie is ideal for small businesses with no HR system, as it gives teams all the basics they need for core HR and more. When it’s time to add recruitment functionality or get expert advice, Charlie users can do this without having to switch to another HR platform.

When it’s time to grow, Charlie can support that with: 

  • Charlie Recruit (ATS): Hire faster, score applicants, and manage pipelines with an all-in-one applicant tracking system.
  • Charlie Advice: Get access to small business HR experts that understand your specific needs, providing small business HR support that feels like in-house HR without introducing a dedicated role.

Best for: Small businesses with no HR system that want to be able to grow without switching software.

Clemency Jones, Studio and HR Manager at Toogood

“Charlie Recruit is a great fit for creative small businesses. It streamlines the entire hiring process and is intuitive, efficient and easy to use.”

Sascha Michel Read case study

Sage HR growth support

Sage HR is a great fit for growing or more established businesses, especially ones that already use Sage for payroll or accounting. Growth for these businesses involves customising their plan with extra modules, or using Sage’s integration library to sync data with other tools in their HR stack.

Sage HR’s growth options include:

  • Extra modules: Tailor your existing plan with modules like performance, expenses, or recruitment.
  • Combined HR, payroll, and accounting operations: Streamline workflows by moving all your HR, payroll and finance data into one suite.

Best for: Small to medium-sized businesses that already have HR in place and want to move everything into the Sage software ecosystem.

Spotlight on customer growth: Daye

Daye’s goal is to raise the standards in gynae health through innovative products and services in gynae and hormonal health. The company has grown significantly since 2018, and founder Valentina Milanova realised early on that she’d need a way to manage HR effectively.

Company size: 42 people

Goal with Charlie: To centralise HR tasks and optimise time spent on HR as they scale.

How Charlie helps Daye achieve their goal:

  • Onboarding flow for new hires
  • One central location for all company documents and policies
  • Automatic time-off and absence management
  • Effective performance reviews with 360-degree feedback
  • HR data reporting

Daye also uses Charlie Advice for HR advice, which helped with: 

  • Bespoke HR policies
  • Employment contract reviews
  • Annual compliance reviews
  • Extra help with specific situations

Where they are now: 

Valentina Milanova, CEO & Founder at Daye

“We use all of Charlie’s functions – and we find them very valuable for our business. We can save a lot of valuable time from admin tasks. Our HR team is very happy, and our employees enjoy receiving and providing regular feedback through the platform.”

Valentina Milanova Read case study

👉 To see how Sage HR supports teams to grow, visit Sage’s success stories hub.

Is CharlieHR better than Sage HR for UK small businesses?

Both platforms are suitable for small businesses, but Charlie feels like the best HRIS system for this group thanks to its intentional design, user-friendly experience, and value for money.

Charlie’s key highlights for small businesses:

  • Easy to use
  • Fast setup
  • All-in-one HR platform
  • Good value for money
  • Designed for small teams
  • Compliant with UK HR law

Sascha Michel, CEO at Canvas

“Charlie feels like it’s built for companies like ours — small, scaling teams who need to stay efficient. I would recommend Charlie if anyone asked me.”

Sascha Michel Read case study

Book a demo

See why so many UK businesses choose Charlie as their HR software. 

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Charlie vs. Sage HR FAQs

How easy is it to switch from Sage HR to CharlieHR?

Switching from Sage HR to CharlieHR is easy. Sign up for an account with Charlie to get started. Next, export your data from Sage HR then follow the simple process to import data to Charlie.

How long does it take to get started with CharlieHR?

It doesn’t take long to get started with CharlieHR. On average, businesses are up-and-running within 7 days. This is much faster than more traditional HRIS software, which can take weeks-to-months to implement.

Can I migrate my data from Sage HR to CharlieHR?

Absolutely! You can migrate your data from Sage HR by downloading your data from Sage HR, then adding all your data to Charlie.

Do I need an HR expert to set up CharlieHR or Sage HR?

Not at all. You won’t need an HR expert to set up CharlieHR or Sage HR, as you can use a self-serve onboarding process with either HR software.

What core HR features does CharlieHR include?

Charlie’s core HR features include employee data management, leave management, onboarding, compliance, reporting, and employee self-service access. Charlie also offers performance management, perks, and employee engagement within the same platform.

Does Sage HR cover UK employment law requirements?

Yes, as a software tool designed for UK businesses, Sage HR covers UK employment law requirements including tracking employee leave and holidays and storing employee data securely.

Which HR software is better for employee self-service?

Sage HR and Charlie HR both offer self-service HR software, and which one is better depends on your needs. For teams that work in shifts or rotas, Sage HR’s mobile app makes it the best option. For desk-based teams, Charlie offers managers and employees access to more features in one place.

Do both platforms offer mobile apps and payroll integration?

No, both platforms do not offer mobile apps and payroll integration. Charlie has no mobile app or native payroll, but you can use payroll integrations to create a seamless link. Sage HR has a dedicated mobile app and can be connected to Sage 50 payroll.

Which UK companies have successfully used CharlieHR?

There are a number of UK companies that have successfully used CharlieHR, including Bloom & Wild, GoSquared, Daye, Patch, and The School of Life.

Are there any small businesses that switched from Sage HR to CharlieHR?

We’ve spoken to teams that have previously used Sage HR and either considered or did switch to CharlieHR. Their feedback has been that Sage HR felt “clunky” and awkward to use, and that they often started with Sage HR as they already used Sage for payroll or accounting. 

How do HR teams rate CharlieHR on ease of use and support?

According to G2 user ratings, HR teams rate CharlieHR 9.6 for ease of use and 9.4 for quality of support. Sage HR scores 8.9 and 8.6 respectively.

Can I see real examples of CharlieHR setup and results?

The best way to see a real example of CharlieHR’s setup and results is to book a demo with our sales team. They’ll walk you through the platform and explain the features. Our customer stories section showcases some of our best results for small businesses.

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