Some absence types require supporting documents, such as medical certificates. Sage HR lets you collect these documents when employees request time off.
You can make attachments optional, always required, or required only when specific conditions apply.
📎NOTE: When an employee attaches a document, Sage HR shares it with the employee linked to the request. The document appears in Time off requests. Normal document visibility rules apply. For example, you need to configure the "View shared documents" permission to allow a user to see this document.
Enable time attachments for time off requests
Open Settings, then select Time off and Policies.
Create a new policy or edit an existing one.
Scroll down and expand Additional fields.
Select Allow to add attachment when requesting time off using this policy.
Sage HR shows three attachment options.
Attachment isn't mandatory
Attachment isn't mandatory
Employees can add an attachment, but Sage HR doesn’t require one to submit the request.
Attachment is always mandatory
Attachment is always mandatory
Employees must attach a document before Sage HR allows them to submit the request.
Attachment behaviour based on conditions
Attachment behaviour based on conditions
Use this option when you want employees to attach a document only in specific situations, not for every request.
When you select Require attachment if employee met all or any of the following conditions, Sage HR checks the employee’s past absences on this policy.
You can choose how strict the rule is.
All vs any
All means the employee must meet every selected condition before Sage HR requires an attachment
Any means the employee must meet one or more selected conditions
Conditions you can apply
You can require an attachment when an employee has:
A minimum number of approved absence occasions on this policy
A minimum number of approved absence days on this policy
For absence days, choose how Sage HR counts them:
Consecutive days only
Consecutive and nonconsecutive days
You can also set a timeframe in days for these conditions to apply, such as the last 30 days.
Example scenarios
Require an attachment after three consecutive sick days
Require an attachment after two sickness occasions in the last 56 days
Require an attachment if any condition applies within the last 30 days
This option works well for sick leave policies where evidence applies only after certain thresholds.
Add extra fields that require an attachment
You can add a custom attachment field to the request form.
When creating or editing the time off policy, expand Additional fields.
Select Show additional fields below "Details".
Select Manage fields, then Add new.
Enter a field name.
Select Attachment.
Select Field is mandatory if required.
Select Save.
Sage HR then requires the attachment when employees submit requests using this policy.