Set up rules for time off and scheduling

Rules allow you to control how time off requests and adding shifts react when shifts are already scheduled on selected dates.

Written by Oliver Cook

Updated over a week ago

Rules need to be set so your Sage HR knows what to do when either a time off requests and shifts clash.

Set up rules when booking time off

Establish what happens when someone has a time off request on a day they already have a shift assigned.

Set up rules when adding shifts

Establish what happens when you add a shift on a day where there is already a time off request for it.