In Sage HR there are settings that you can apply to employees that affects what they can see on their calendar and how they book time off.

Below are Leave Management settings to consider for your employees.

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Make an employee a time off approver

You can select someone's time off approver to be an administrator, team manager or direct manager. However, it is also possible to make an employee user with no admin permissions or manager responsibilities to become a time off approver too.

You can make them individual approver for a specific person, or a time off approver for everyone in a specific policy.

For details on how to set up time off approvers - Read more >


Control which time off policies employees can use

For time off to be requested for an employee, either by themselves or by someone else, they must be assigned to at least one time off policy. When an employee requests time off, the only time off policies that are listed for them are the time off policies they are assigned to.

For details on how to assign employees to time off polices - Read more >


Who employees can see on the calendar

To control who employees can see on their calendar, this can be amended in your employee permissions. You can select employees to be able to see:

  • All employees from every team

  • Only employees on their own team(s)

  • Only themselves

For details on how to amend employee permissions - Read more >


Control what can be seen on the calendar

If employees have access to see other employees on the calendar, you can control whether certain policies show on the calendar, and if they do how they are displayed.

For example, rather than show as the name of the policy e.g. Sick leave, you could choose for it to show as 'Out of office' instead.

This setting is controlled in a time off policy's settings under General.

For details on how to set up or amend a time off policy - Read more >


Control what dates employees request time off for

In employee permissions, you can configure what dates an employee can request time off for. These include:

  • For any date, includes past dates

  • For any date starting from the current month

  • For any date in the future

For details on how to amend employee permissions - Read more >

📌TIP: If there is a specific date you don't want an employee to be able to request time off for, you can create a blackout date and assign them to it - Read more >


Control whether employees can cancel their time off

In your employee permissions. there is a setting you can enable so that employees can cancel their own time off.

If not selected, only an admin or their team manager can cancel time off.

If employees can cancel time off, you can also control whether cancelled time off requires approval.

For details on how to amend employee permissions - Read more >


Allow employees to request part days

You can control whether employees can request part days off, or only full days.

If you allow part day requests, you can then also select whether employees can edit the 'hours field' and whether they must specify a timespan.

This setting is controlled in a time off policy's settings under Conditions.

📌TIP: For details on how to set up or amend a time off policy - Read more >


Control conditions for booking time off

If you want there to be circumstances where an employee can't request time off, this can be controlled within a time off policy's settings. For example, you may want an employee to only book time off more more than a week in advance.

Conditions that can be selected include:

  • Probation period - Employees can't book time off for this policy until after this period

  • Requiring minimum amount of days before time off start date

  • A minimum or maximum amount of days for time off for this policy

These settings are controlled in a time off policy's settings under Conditions.

For details on how to set up or amend a time off policy - Read more >


Control whether employees' time off is automatically approved

You can amend a time off policy so that a time off request is automatically approved, and no approval required by a manager.

These setting is controlled in a time off policy's settings under Conditions.

For details on how to set up or amend a time off policy - Read more >


Allow employee to request time off for other employees

If you want an employee to be able to request time off for another employee, this can only be done by either making them a team manager or an additional admin.


Return to Set up time off permissions

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