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Improvements to working patterns
Improvements to working patterns

Check out what has changed with regards to working patterns and how you can now use them in Sage HR.

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

What is a working pattern?

Working patterns are what you use to help set what hours employees should be working.

Previously it was only possible to set up working patterns if you used the Timesheets module. This is because working patterns help set up what should count as overtime when timesheet hours are entered and submitted by employees.


What are the changes?

After our new release, you can set up working patterns and assign them to your employees in Core HR. This can be used to help differentiate full time employees from other types, such as part-time employees, special turn employees etc.

This change also means we have moved the working patterns settings within the software.


Where do I access working pattern settings now?

You can find the working patterns in Settings > Employee data > Employment statuses & Working Patterns


Relationship with Leave Management

With the new release, it is now possible to set up time off policies using the information included in the working pattern. This information includes:

  • Working days

  • Working hours per working day

  • Schedule of the working day

The Leave Management module uses this information to:

  • Calculate the allowance of the employees considering the working pattern they are assigned to.

  • Considering the employee working pattern schedule to allow requesting time off.

📎NOTE: To use working patterns in Leave Management, working patterns must have at least one working day that matches with their default working hours.

The impact of this new option on the time off policy setting is that using the same policy for different types of employees, such as both full-time and part-time, Sage HR can prorate the allowance of your employees in a labour based policy.

This means you can now have both full time and part time staff be under the same time off policy, rather than creating different time off policies for employees working different hours.


Frequently Asked Questions

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.

Has this movement changed the relationship with Timesheets?

No, the Timesheets module works the same way. The only difference is working patterns is no longer in Timesheets settings.

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 >

How do I create a time off policy based on working patterns?

Use our guide to follow steps on how to do this - Read more >

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