In Sage HR you may have certain employees that you want to approve time off requests. They can do this is if you make 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 a 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 employees 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 when an employee tries to cancel it - Read more >

Edit an employee's time off approver

Set up who you want to approve time off for specific employees.

Edit a time off policy's time off approver

As well as setting time off approvers for an employee, you can also set an approver for a specific time off policy. This means they'll only get approval requests made for that policy.

Reminders of time off requests

You can set up email reminders to approvers who have time off requests still needing to be actioned.

Return to Set up Leave Management

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