Once an employee is assigned to a time off policy, it's easy to request time off them, whether this is for annual leave, or to record sickness etc. However, you can only do if you're an administrator or team manager.
For steps on how to record time off for another employee just follow the steps below.
📎NOTE: You can only process time off in Sage HR if you have the Leave Management module.
📌TIP: You can also request time off for multiple employees at the same time, rather than one by one - Read more >
Click on ➕ on the top right, then click New time off.
Select the relevant employee. You are selected by default.
If you can't find the employee listed then it is because they aren't assigned to any time off policy.
Select the appropriate time off policy.
For example if you want to log a sick day for an employee, you would select Sick Leave, of whatever your sick leave policy is called.
📎NOTE: Only time off policies an employee has been assigned to show in this dropdown.
Fill out the date(s) of the time off.
If required, enter any details.
📎NOTE: This option only shows if enabled in the Additional fields section of the time off policy settings - Read more >
If required, select a replacement person.
📎NOTE: This option appears if enabled in the Workflow section of the time off policy settings - Read more >
If you're booking time for more than one employee select Multiple employees before you submit. This allows you to select other employees also taking this same time off - Read more >
When you're done, click Submit.
If your time off request needs to wait for approval, you must wait for the time off approver to approve it.
Your pending time off will show on your dashboard under Upcoming time off, and in your calendar. In both locations you can edit or cancel your request.
Other places to book time off from
There are multiple other ways to get to where you request time off from
From the dashboard
On the main menu, click Dashboard, then on your Upcoming time off widget, click Request time off.
From the calendar
Click Calendar, then click Request time off at the top of the calendar.
From employee profile
Click on your profile or an employee's profile, click the Time off tab on the profile menu, then click Request time off.