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Edit a working pattern

How to edit a working pattern in Sage HR.

Use working patterns to define when employees work. You can edit the default pattern or create more patterns for part‑time roles or different shifts.


Edit a working pattern

  1. Select your name in the top‑right corner.

  2. Select Settings.

  3. Select Employee data.

  4. Select Employment statuses and Working patterns.

  5. Scroll to Working patterns.

  6. Select Actions, then Edit working pattern.

  7. Select working days.

  8. Enter start times, end times, and break times.

  9. Enable multi‑week patterns or overtime if needed.

  10. Select Save.


Important checks after editing

When you change a working pattern for an employee:

  • Review individual allowances

  • Confirm leave entitlements recalculate correctly- Manually amend or rebook any pre-booked leave requests to align with the new pattern

  • For part-time employees, manually update holiday records to reflect the new working pattern

  • If the change is backdated, upload a historical working pattern covering the effective period

When updating an employee's working pattern, remember to update their individual allowances and verify that leave entitlements recalculate properly. Additionally, pre-booked leave does not automatically recalculate and must be manually amended or rebooked to align with the new pattern.

📎NOTE: Working pattern‑based time off policies rely on accurate patterns. Configure historical and new patterns carefully to keep leave calculations correct.

📌TIP: When an employee changes patterns, add a historical working pattern record. This keeps past leave calculations accurate. For more details see Update working patterns without gaps. Backdated changes also require a historical working pattern to recalculate holiday deductions accurately. If leave requests reflect hours from an outdated working pattern, refresh or extend the historical pattern to cover the affected dates.

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