Rules allow your Sage HR to know what to do when a time off request is made on a date that already has a shift scheduled on it.

Only users with admin or scheduling admin access can follow these steps.

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

  2. On the settings menu click Scheduling, then click General.

  3. Scroll down to Rules when booking time off.

  4. Next to each of your time off policies, select select a rule for what happens for a time off request when there is a shift already scheduled on the selected dates.

    • Allow and do not notify

    • Allow and notify

    • Allow and remove shift

    • Do not allow

  5. Scroll down and click Save.

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