What a user can do regarding time off depends on what role you have assigned them to, and permissions that role has.
📌TIP: To control who approves time off, use our 'Set up time off approvers' guide rather than time off permissions of roles.
By default, you may have the following types of roles assigned to users in your Sage HR company
Employee
Direct Manager
Team manager
Admin
When you configure the permissions, click on the Leave Management tab to see that role's time off permissions. You can see the restrictions to that permission next to it.
EXAMPLE: By default, a Direct manager can only access the time off balance of employees they manage, but you could amend this to allow them to view time off balance of employees in a specific team.
If a Leave Management permission isn't listed for a specific role, you can click Add permission, select the relevant permission you want to add, then apply the restriction to that role.
EXAMPLE: You want to give access to a Direct manager to be able to add time off requests for employees they manage.
Examples of permissions for different roles
Below are examples of how you may typically set up time of permissions based on some of your standard roles.
Employee
Any time off permissions you assign, typically you may want to restrict it to just themselves.
Direct manager
Any time off permissions you assign to Direct manager, typically you may want to restrict to employees who directly report to them based on the Org chart.
📎NOTE: Even if a permission isn't listed, such as 'Add time off request for myself' it may already be covered for another role they're assigned to.
Team manager
Any time off permissions you assign to a Team manager, typically you may want to restrict to just employees on the team that they are team manager for.
📎NOTE: Even if a permission isn't listed, such as 'Add time off request for myself' it may already be covered for another role they're assigned to.
Admin
Anyone who is an admin can do everything relating to Leave management including. If you don't want an admin to have access to certain time off functions, you will have to remove them as an admin.
Return to Set up Leave Management