It's possible to submit time off requests for future years. However, there are things you need to consider when doing this.
You can request time off in a future holiday year before that year begins. Sage HR supports future-dated requests, but you need to understand how balances, approvals, and reporting work.
Viewing time off balances
You can only view balances for the current holiday year. You won't see the next holiday year's balance until the policy reset date.
For example, if your policy resets on 1 January, Sage HR shows the new balance from that date.
Do future requests affect the current allowance?
No. Requests in the next holiday year don't reduce the current year's balance.
EXAMPLE: A company's holiday year runs from 1 January to 31 December. An employee submits a request in 2026 for leave in February 2027. Sage HR doesn't deduct that leave from the 2026 balance.
Can Sage HR limit future year bookings?
No. Sage HR can't limit the amount of time off an employee books in a future holiday year.
Employees can request leave before Sage HR calculates their future entitlement. In some cases, employees may book more leave than they'll receive.
If approved leave exceeds the future entitlement, Sage HR may show a negative balance after it calculates the allowance.
Approvers and administrators should review future-dated requests carefully before approval.
Restrictions on submitting requests
Pending requests can prevent additional bookings across holiday years.
For example:
A pending request in the current holiday year may block a request in the next holiday year
A pending request in the next holiday year may block a request in the current holiday year
Sage HR applies these controls to help prevent overbooking when outstanding requests still affect available balances.
You may see the following error: 'The number of days you are trying to book exceeds available days on the selected period'.
📌TIP: Resolve outstanding requests as soon as possible to avoid booking issues and inaccurate reporting.
Impact on reporting
Sage HR calculates one holiday period at a time and updates balances in real time.
Approve or decline all requests before the holiday period ends to maintain accurate reporting.
Adding historical requests to previous periods doesn't affect reports that display balances.
