Rules need to be set so your Sage HR knows what to do when either a time off request or shift is added on a date that already has a shift scheduled on it.
Only employees with administrator or scheduling administrator access can follow these steps:
Set up rules when booking time off
- Click your name in the top right, then click Settings.
- On the settings menu click SCHEDULING, then click General.
- Scroll down to Rules when booking time off.
- Next to each of your time off policies, select select a rule for what happens for a time off request when there is a shift already scheduled on the selected dates.
- Scroll down and click SAVE.
Set up rules when adding shifts
- Click your name in the top right, then click Settings.
- On the settings menu click SCHEDULING, then click General.
- Scroll down to Rules when adding shifts.
- Next to each of your time off policies, select a rule for what will happen when a shift manager adds shifts when there is a shift already scheduled on the selected dates.
- Scroll down and click SAVE.
For further help on set up, go to our Welcome hub.