In Sage HR you may want to have certain employees that you want to approve time off requests. For them to approve time off they need to be made time off approvers.

Only employees with administrator access can follow these steps:

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Time off, then click Time off approvers.


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Time off approver options

Here there is a list of all your employees and their time off approver options in four columns:

  • Admins - By default everyone will have Admins set to Yes. This means that all administrator-level users will receive time off requests from the selected employee

  • Direct manager - By default it is set to No. Direct managers are based on the company org chart and this setting is dynamic, based on whoever is set as direct manager in the org chart. This is useful if you have strict org chart structure.

  • Team manager - By default it is set to No. Team managers are based on your team settings. An employee can only be in one team but there can be multiple managers per team, in which case all team managers will receive time off requests.

  • Individual approvers - By default this is blank. You can assign specific employee to receive time off requests. You can add multiple employees and they can be anyone from the company. These employees can approve time off requests but do not have access to any other personal information.

Each time off approver receives an email of each request and the ability to accept and decline requests. Team Managers and Administrators, even if they are not approvers, are still able to edit requests.

📌TIP: You can configure Employee permissions to allow employees to cancel their approved time off requests as well as make it a requirement for cancellations of approved time off to need approval too when an employee tries to cancel it - Read more >


Edit an employee's time off approver

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Time off, then click Time off approvers.

  3. Under ‘Actions’ click on the pencil icon on the same line as the employee.

  4. Select who you want to be Time off approver.

    For them to have specific individual to approve a time off request approvers, click on the blank space underneath Individual approvers and either scroll down and select, or type their name.


  5. If you don’t want the employee to have their time off requests automatically approved, leave this option clear.

  6. Click SAVE.

📌TIP: You can export a list of your employees and who their time off approvers are. Click EXPORT.


Reminders

You can set up custom email notifications to employees who have time off requests pending on them.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Time off, then click Time off approvers.

  3. Scroll down to Reminders.

  4. Select Send a reminder email to approvers who have unapproved time off requests.

  5. Select the days you want reminders to be sent off, then select a time (the company timezone will be used).

  6. If required, you can set it so reminders are not sent while a time off approver is away on a specific time off policy.

  7. Click SAVE.

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