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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 2 months ago

If your company uses Sage HR's Leave Management module you can request time off such as annual leave.

📎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


Request time off

  1. Click ➕Quick actions in the top right, then click New time off. A time off form appears.

  2. Select the appropriate time off policy.

    📎NOTE: Only time off policies you've been assigned to show in this dropdown. If you don't see the one you're looking for, contact your HR admin.

  3. Fill out the dates of the time off.

    📎NOTE: You can request a single day or multiple dates. Depending on settings you can have options to specify what part of a single day.

  4. If required, enter any details.

  5. If required, select a replacement person.

  6. To complete the request, click Submit.

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. You can edit or cancel your request ib both areas if you have permission to do so.


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.

Screenshot of Sage HR dashboard. It points to a Request time off button.

Calendar

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

Screenshot of Sage HR calendar. It points to a Request time off button.

Employee profile

In your profile click the Time off tab on the profile menu, then click Request time off.

Screenshot of time off summary page within an employee profile. It points to a Request time off button.



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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