When you set up Leave Management, there is the possibility that you have employees who have already taken time off before you set up, which currently doesn't show in your Sage HR.

One way to do this is manually add and approve time off requests. Alternatively, a quicker way is to change the time off balance of an employee. This helps accurately show how much holiday, sick leave etc. an employee has left to use this year.

📎NOTE: These steps only apply to time off policies that are set to accrue.

Change time off available balances

Only employees with administrator access can follow these steps:

  1. Visit the employee's profile that you would like to adjust remaining leave for.

  2. On the profile menu, click Time off.

  3. The Time off summary informs you how much leave is available for each time off policy the employee is eligible for. Click Change balance.

  4. Ensure the correct employee is selected.

  5. Select the leave type that needs to be adjusted.

  6. Select the amount of days off the employee has already used. If part days have been taken enter the amount as a decimal.

  7. Under Action, make sure to select Decrease.

  8. Leave the transaction date as it is.

  9. Click Record transaction..

  10. Look at Time off summary to see the available amount for that leave policy has now changed.

If you look at Time off details:

  • Yearly allowance stays the same

  • Manual transactions now say e.g -14 if you chose to decrease two days, seven working hours each

  • Available says the same as the number in Time off summary

Return to Set up Leave Management

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