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Request time off for myself
Request time off for myself

How to book time off for yourself, such as requesting holidays or other types of leave.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If your company uses the Leave Management module you can request time off such as annual leave.

To see how easy this is, just follow the steps below.

📎NOTE: You can only book time off for yourself if:

  • Your company uses the Leave Management module

  • You're assigned to at least one time off policy

  • You've been given permission to add time off yourself

📌TIP: You can also request time off on the Sage HR mobile app.

  1. Click on ➕ on the top right, then click New time off.
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    A time off form appears
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  2. Select the appropriate time off policy.
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    📎NOTE: Only time off policies you have been assigned to show in this dropdown. If you don't see the one you're looking for, contact your HR admin.
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  3. Fill out the date(s) of the time off.
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    You can request a single day or multiple dates. Depending on settings you may have options to specify what part of a single day.
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  4. If required, enter any details.

  5. If required, select a replacement person.

  6. When you're done, click Submit.
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If your time off request needs to wait for approval, you must wait for your time off approver to approve it.

Your pending time off shows on your dashboard under Upcoming time off, and in your calendar. In both areas you can edit or cancel your request if you have permission to.

Other places to book time off from

There are other places in Sage HR to request time off from.

Dashboard

On the main menu, click Dashboard, then on your Upcoming time off widget, click Request time off.
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Calendar

Click Calendar, then click Request time off at the top of the calendar.
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Employee profile

Click on your profile click the Time off tab on the profile menu, then click Request time off.
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Related guides

Queries this guide answers

Below are some common questions and searches which are answered by this guide.

  • 'How do I book holidays?'

  • 'How to add annual leave'

  • 'How do I record being off?'

  • 'How to process time off '

  • 'Process holidays'

  • 'Add holidays'

  • 'Where do I go to record annual leave?'

  • How do I record sick leave?'

  • 'How do I log a sick day?'

  • 'Record holidays'

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