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Update working patterns without gaps

Update working patterns in Sage HR and keep a complete history. Always create a historical record of the previous pattern.

Written by Oliver Cook

When you change an employee’s working pattern, the system applies the change from the date you make it.

You must always create a historical working pattern to record the previous pattern. This ensures the employee’s working history remains accurate.

Always record the previous working pattern

  1. Change or assign the new working pattern, which will apply from today

  2. Create a historical working pattern for the previous pattern.

  3. Set the end date to the day before the new pattern starts.

Avoid extra historical entries

Make the change on the exact date the employee’s pattern changes.

If you do this:

  • You only create one historical record for the previous pattern

  • You don’t need to create an additional pattern to cover gaps

Fix changes made after the start date

If you update the pattern after it started:

  1. End the previous pattern on the day before the new pattern's start date.

  2. Create a historical pattern for the missing dates.

  3. Use the same settings as the new working pattern.

Example

  • You update the pattern on 3 July

  • The new pattern started on 1 July

You must:

  • Create a historical pattern for the old pattern up to 30 June

  • Create another historical pattern for 1 July to 2 July

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