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There are multiple ways to get to the request time off page in Sage HR:

From the tool bar

Click on ➕ on the top right, then click New time off.

From the dashboard

On the main menu, click DASHBOARD, then on your Upcoming time off widget, click REQUEST TIME OFF

From the calendar

Click CALENDAR, then click REQUEST TIME OFF at the top of the calendar.

From employee profile

Click on your profile or an employee's profile, click the TIME OFF tab on the profile menu, then click REQUEST TIME OFF.

📎NOTE: You can also request time off on the Sage HR app.

The next steps are the same regardless of which way you choose to request time off:

  1. You can add time off for yourself, or depending on your permissions such as being an admin or team manager, request time off for other employees too.

  2. Select the appropriate time off policy.

  3. Fill out the date(s) of the time off.

  4. If required, enter any details. This option shows if enabled in the Additional fields section of the time off policy settings - Read more >

  5. If required, select a replacement person. This option appears if enabled in the Workflow section of the time off policy settings - Read more >

  6. 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 will show on your dashboard under Upcoming time off, and in your calendar. In both locations you can edit or cancel your request.

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