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Leave Management module

An overview of Sage HR’s Leave Management module, designed to make managing employee time off simpler.

The Leave Management module helps you keep on top of employee time off. Tracking leave in one place makes it easier to plan meetings, manage projects, and organise workloads.

📌TIP: Watch a recording of our webinar, which explores the benefits of Sage HR's Leave Management module. Perfect for beginners or anyone curious about how it works.


What can I use it for?

Here are some of the main things you can do:

Create time off policies

Set up different types of leave, like annual leave, sick leave, or bereavement. Use the default policies or create your own with custom rules. Policies can also be configured to handle special leave scenarios, such as duplicating requests to another policy for reporting purposes.

Request time off online

Employees can book their own time off, or admins can submit requests on their behalf. Employees can also submit holiday requests via the Sage HR mobile app, making it convenient to manage time off on the go.

Approve time off online

Managers and admins can review and approve requests quickly in one place. Once approved, the requested days are automatically deducted from the employee's entitlement, streamlining the leave management process.

Use a shared calendar

View public holidays and see when others are off, if you choose to make that visible.

Run reports

Check who has taken time off, how much leave people have used, and who still has days left. Additionally, Sage HR supports compliance by tracking pay for annual leave in line with company policies, ensuring accurate record-keeping.


Book holidays in advance

Employees can book holidays for the next year in advance. While the new-year balances will not be visible until the holiday year begins, bookings can still be entered ahead of time, allowing for better planning.

How do I set it up?

Have you started a trial or subscribed to Leave Management yet?

No

To use Leave Management, you need to start a trial or subscribe to the module. You can add it from the Billing section in your Sage HR company settings.

📎NOTE for Sage Payroll UK integration

If you use Sage HR integrated with Sage Payroll UK, there are different steps to subscribe to Sage HR modules. Trials are also not available with this integration. This doesn't apply to Sage 50 Payroll UK integration.

Yes

If you’ve added the Leave Management module, follow our step‑by‑step guide to set it up and get started.
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Want to learn more?

Use our free e‑learning courses to learn how Leave Management works.

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