If you use the Leave Management module, once an employee is assigned to a time off policy, they or someone else on their behalf can request their time off.
For example, an employee requests days off for their upcoming holidays, or a manager can record time off taken by an employee due to sickness.
📎NOTE: If you are an employee user, please confirm with your employer that they use Sage HR for you to book time off, as they may use a different system.
Request time off for myself
Typically if you are an employee user, depending on your permissions, you can only request time off for yourself. Our guide provides the steps on how to do this. For example, you need to book a week off for a holiday, or you need to request an afternoon off work, etc.
Request time off for myself on the Sage HR app
If you have the Sage HR app downloaded, you can use the app to request time off for yourself using your mobile phone.
Request time off for another employee
If you are an admin user or team manager, you can record leave taken by another employee.
Record leave for multiple employees
If you have multiple employees with time off on the same date(s) you can book request this time off for them at the same time, provided they are on the same time off policy.
Request parental leave
If parental leave policies have been set up such as maternity leave and paternity leave, these can be requested when appropriate.
Queries these guides answer
Below are some common questions and searches which are answered by the guides listed above.
'How do I book holidays?'
'How to add annual leave'
'How do I record being off?'
'How to process time off '
'Where do I go to record annual leave?'
How do I record sick leave?'
'How do I log a sick day?'