Set up rules for time off and scheduling

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

1. Click your name in the top right, then click Settings.
2. On the settings menu click SCHEDULING, then click General.
3. Scroll down to Rules when booking time off.
4. 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.
5. Scroll down and click SAVE.

Set up rules when adding shifts

1. Click your name in the top right, then click Settings.
2. On the settings menu click SCHEDULING, then click General.
3. Scroll down to Rules when adding shifts.
4. 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.
5. Scroll down and click SAVE.

For further help on set up, go to our Welcome hub.