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.

📎NOTE: 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 - Employees can request time off on days they have shifts. The time off will overlap with their shift if the hours are the same.

    • Allow and notify - Employees can request time off on days they have shifts. The manager of the employee’s schedule group receives an email informing them that the request overlaps with a shift.

    • Allow and remove shift - Employees can request time off on days they have shifts. Once the time off request is submitted, the shifts are removed. The manager of the schedule group receives an email with the details of the shifts that have been removed.

    • Do not allow - When employees try to request a time off on days they have shifts, a message appears in the Leave Module and doesn't allow them to make the request.

  5. Scroll down and click Save.


Return to Set up rules for time off and scheduling

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