In Sage HR, you can create a policy that only records how much time off employees take. It doesn’t show a remaining balance.
When to use a track‑only policy
Use this policy type when you need records, but not a balance. Examples include:
Unlimited paid time off where employees take reasonable time off
Sick leave without limits where you still need records for compliance
Appointments that don’t reduce a time off allowance
Contractor or freelance roles without paid time off
Non-deductible leave such as bereavement or jury duty
These policies help you track usage for planning, reporting, and compliance.
Create a track-only policy
When you create a time off policy:
Go to the allocation settings.
Select Do not accrue, just track usage from the dropdown
You can then apply other policy settings.
The policy only records usage. It doesn’t calculate or deduct a balance.
How hidden settings work
The system removes the default allowance completely
The system hides the working pattern and calendar settings from view
The system continues to apply the working pattern and Calendar settings in the background
Update hidden settings
Change the accrual type to another option.
Update Working pattern or Calendar settings.
Switch back to do not accrue, just track usage.