When you create a time off policy you can choose to have the time off policy to base working days and daily working hours based on working patterns. This determines what days or hours count against an employee's time off allowance, depending on whether a full or part-day request is made.

This time off policy once created will then calculate the allowance of the employees considering the working pattern they are assigned to, and the employee's working pattern schedule will be considered to allow or decline requested time off.

  1. Click 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. Make sure you select you Working pattern where asked what Sage HR should consider to determine working days and daily working hours for this policy.

  5. Configure the rest of the time off policy settings to what you need - Read more >

📎NOTE: For a working pattern based time off policy to work, you must have at least one working day that matches with the employees default working hours.

📎NOTE: If you need to later amend time off policy click the Settings button next to it.

Do working patterns have a relationship with FTE?

Not technically. A working pattern is a way to define employment status but there is no automated connection between them. It’s possible to have an employee with FTE = 1.0 (full-time) assigned to a Part-time working Pattern.

In cases like this, for time off policies based on employment status, the employee will be considered as a full-time employee (FTE = 1.0). For policies based on working patterns, the employee will be considered as a part-time employee.

Do custom dates or historical working patterns affect the employees' allowance?

No. Changes in the working pattern do not trigger a recalculation of the allowance since the next policy reset time. This is something that we will cover in future releases.

How do you set up working patterns?

To set up working patterns use our guide - Read more >

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