Create time off policy based on working pattern

How to make a time of policy base working days and working hours based on a working pattern.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

When you create a time off policy you must choose how the policy determines what days or hours count against an employee's time off allowance, depending on whether a full or part-day request is made.

You can choose to have the time off policy base working days and daily working hours on working patterns.

This type of policy once then calculates the allowance of the employees considering the working pattern they are assigned to, and the 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 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.

📎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.

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 'Set up working patterns' guide.

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