To get the most from Leave Management, we recommend you set up the following before using the module.
In this guide, we'll go run you through the steps you need to do to set up the Leave Management. Once done you'll be able to manage your employees' time off and allow them to self serve being able to request time off and check their time off balance themselves.
📌TIP: Why not check out our videos for setting up Leave Management? View now >
Before you start
Make sure you've set up the Core HR module - Read more >
Make sure you have added or started a trial for the Leave Management module - Read more >
Keep track of your and employees upcoming dates.
Time Off Policies
Keep track of your employees' time off.
Override default time off allowances for particular employees.
Time Off Approvers
Allow who you want access to approve time off for employees.
Enter Historical Time Off
Adjust balances to show time off already taken by employees.
Configure what users can see or do regarding their calendar and time off for both themselves and/or other employees.
What to do next?
Now you've set up Leave Management, you're all sorted to start managing your employees time off in Sage HR.
Before you do that, if you have other additional Sage HR modules, we recommend to get these set up next.
Once you've set up all your active Sage HR modules, if you haven't already sent your employees welcome emails, you can send them now so they can start using Sage HR - Read more >
📌TIP: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.
If you want to get up to speed with using Leave Management, visit our free e-learns in Sage University.