What happens when a time off policy resets
Sage HR manages time off in periods. A period usually lasts one year.
When you set a reset date for a policy, Sage HR creates a reset task on that date each period.
The reset task closes the current period and starts the next one. It does the following:
Saves a final snapshot of the previous period
Checks if the policy allows carry over and applies it
Clears used leave and manual adjustments
Applies the new period allowance and any carry over
Deducts approved leave that falls in the new period
When Sage HR processes reset tasks
Sage HR processes reset tasks shortly after midnight each day. Most resets finish before normal working hours.
Some dates are more popular than others. Common examples include:
1 January
1 April in the UK
6 April in the UK
On busy reset dates, Sage HR queues reset tasks and completes them throughout the day.
What to do if the policy has not reset yet
If the figures look unchanged on the reset date, check again later the same day. The reset can run at any time.
Don’t change the policy settings, reset date, or eligibility settings on the reset date. These changes stop the reset task.
Balances can look incorrect until the reset finishes. Always allow the process to complete.
How to prepare for a policy reset
Before the reset date:
Ask employees to submit all leave for the current period
Ask approvers to approve or decline all pending requests
Check all requests in the period are approved or declined
Use the Awaiting approval report to find outstanding requests
Run the Time off status report for the policy
Export and save the report for later reference
After the reset:
Run the Time off status report for the new period
Check all balances match your expectations