Use this collection of guides to set up Leave Management in Sage HR.
After setup, you can manage time off and let employees submit requests and view balances.
📌TIP: Watch the setup videos for Leave Management if you prefer visual guidance.
Calendar
Track upcoming time off for you and your employees.
Time Off Policies
Create policies to track different types of leave.
Individual Allowances
Override default allowances for specific employees.
Time Off Approvers
Choose who approves time off requests.
Enter Historical Time Off
Adjust balances to reflect time off employees already took.
Permissions
Control what users can see and do with calendars and time off.
What to do next?
After setup, start managing employee time off in Sage HR.
If you use other Sage HR modules, set these up next:
Provide access to employees
Once setup finishes, send welcome emails so employees can start using Sage HR.
📎NOTE: If you disabled access during setup, enable it now. You can resend welcome emails if needed.
📌TIP: Use the free Leave Management e‑learning courses in Sage University to learn how it works.
Return to Set up Sage HR modules