An employee may be allowed time off related to a parental event, such as childbirth, adoption or bereavement. An employee will receive this allowance once per event. You can set this type of time off in Sage HR.

What do I need to configure this?

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Configure a parental leave

  1. Click on your name on the top right, then click Settings.

  2. On the settings menu, click Time off, then click Policies.

  3. Click Add new policy.

  4. When creating the new policy, select the allocate option accrue based on an event.

  5. Select the number of days as an allowance, for example 20 days.

  6. By default Calendar settings is selected, where you can:

    • Enter what the default working hours are.

    • Select whether you want weekends to count as work days - When enabled, all time off requests falling on weekend days will be counted against the time off policy allowance.

      📎NOTE: Weekends are determined by an employee's employment status, where you can override default weekend days e.g. make Monday and Tuesday someone's weekend days - Read more >

    • Select whether you want public holidays to count as workdays - When enabled, all time off requests falling on public holidays will be counted against the time off policy allowance.

  7. Select the type of event that will trigger the allocation of the allowance. The options available are:

    • Expected child due date

    • Child date of birth

    • Child date of adoption

    • Child date of death

  8. You can choose whether a leave must start before the event (childbirth, adoption, etc) and the expiration date using the settings under Conditions.

    • Leave must start within __ days prior to the event - Applicable for maternity leave when the mother must start the leave before the child's estimated due date.

    • Expire allowance __ days after the event - Most of the parental leaves must be taken within a period of time. As these policies do not reset based on the calendar or the employee start date, the policy will expire some time after the event takes place.

    • Allow employee to return to work up to __ days during leave (KIT DAYS) - An employee can return to work for a certain amount of days without losing entitlement to the rest of their leave duration. Read more >

  9. When finished, click Create.

    ⚠️CAUTION: As this is an event-based policy, after creation, some settings in this policy will be uneditable.

  10. You can assign employees at this point or click Cancel and assign them later.

Assigning employees for parental leave

As with other time off policies, you can select which employees are eligible for it.

  1. Click on your name on the top right, then click Settings.

  2. On the settings menu, click Time off, then click Policies.

  3. On the list of time off policies, click the Eligibility button alongside the relevant policy.

  4. Select the relevant employee(s) then click Save.

  5. One more step is needed so this employee may be entitled to this leave, the employee must have a child in their profile. To do that go to the employee's profile, and click on Personal tab on their profile menu.

  6. On the bottom of the Personal page, you can add a child by clicking on the New child button.

A new modal screen opens to enter dates of the child. The dates will be linked to the event configured in the time off previously (expected child due date, child date birth, etc.)

  • Birthdate: Day/Month/Year - Commonly used for paternity leave, as this leave is usually taken after the child has been born.

  • Estimated due date - Often used for maternity leaves as the mother starts the leave before the birth.

  • Adoption date - Used for adoption leave.

  • Date of death - Used for bereavement leave.

Request a parental leave

Now the employee is eligible, they can request this leave when appropriate.

The process is exactly the same as requesting any time off.

📎NOTE: You can't request parental leave on the Sage HR app.

The employee will also be able to choose:

  • Time off policy, for example Maternity leave

  • Child name as the employee may have multiple children

    Once everything has been filled out, click Submit. This time off is deducted from their parental leave allowance.

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