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How do I configure and manage time off policies in Sage HR?

How do I configure and manage time off policies in Sage HR?

Managing time off policies in Sage HR involves configuring settings for annual leave, public holidays, part-time employee absences, and adding custom leave categories. Below is a comprehensive guide to help you set up and troubleshoot time off policies effectively.

Configuring Annual Leave Policies

To set up annual leave accrual for employees:

  1. Set the Default Annual Allowance: Configure the annual allowance to 15 days if employees accrue 1.25 days per month (15 days per year). Ensure the accrual frequency is set to "Monthly."

  2. Align Accrual with Start Date: Set the policy to reset on the employee’s start date so accrual begins from their employment commencement date.

  3. Troubleshooting Full Allowance Display: If employees are showing the full 15 days at once, change the accrual setting from "Annually" to "Monthly."

  4. Fixing Miscalculations: If a policy continues to miscalculate, delink employees from the policy, create a new policy with the correct settings, and reassign employees to the new policy.

Managing Public Holidays and Leave Allowances

To ensure public holidays do not reduce an employee’s annual leave allowance:

  1. Navigate to the Public Holidays section in the settings.

  2. Edit each public holiday and set it to "Do not count against the employee allowance."

  3. Repeat this process for all relevant public holidays to ensure bank holidays within booked leave are not deducted from the annual leave allowance.

Ensuring Accurate Absence Calculations for Part-Time Employees

For part-time employees under calendar-based sickness policies:

  1. Go to Settings → Employee Data → Employment Statuses and Working Patterns.

  2. Edit the relevant employment status.

  3. Select "Override default weekend days for this employment type" and tick the days the employee does not work. These checkboxes represent non-working days, not just weekends.

This ensures that deductions are calculated based on the correct working days.

Troubleshooting Duplicate Holiday Allocations

If new starters are receiving duplicate holiday allocations:

  1. Go to Settings → Time Off → Time Off Policies.

  2. Review the policies and each employee’s policy assignment.

  3. Ensure employees are not assigned to multiple policies that grant overlapping allowances.

Adding and Customizing Leave Categories

To add categories such as "Doctor/Authority Appointments" or "Paid Absence":

  1. Navigate to the time off policies section.

  2. Add the desired categories as additional time off policies or settings.

Conclusion

By following these steps, you can effectively configure and manage time off policies in Sage HR, ensuring accurate leave accrual, proper handling of public holidays, and tailored policies for part-time employees and custom leave categories. For further assistance, consult the Sage HR support documentation or contact customer support.

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