If your company has created a parental leave policy, such as maternity leave. An employee or admin/team manager can request this leave when appropriate.
📎NOTE: You can't request parental leave on the Sage HR app.
The process is the same as requesting any time off. You would just need to select the relevant time of policy. For example, Paternity leave. The only difference is that you will need to select a child record that the leave is for.
Once everything has been filled out, click Submit. This time off is deducted from their parental leave allowance.
Why would a child record not appear during the leave request?
Child record doesn't exist
If the relevant child isn't listed when requesting parental leave, this may be because someone hasn't yet created the child record within the employee's profile. To resolve this, ensure that the child is added to the employee's profile with all necessary details. Depending on the policy configuration, include either the expected due date or the date of birth.
Time off policy isn't based on an event
There will be no child dropdown if the policy isn't set up to accrue based on an event. To resolve this, consider adjusting the policy configuration. You can either input an expected due date for the child to align with the current policy or create a new policy based on the child's date of birth.
Event based policy based on due date, but the due date has passed
If the time off policy is based on an event, but the event is Expected child due date; The child record needs to have a completed expected due date and be a date in the future, as the request is made. If the leave request is backdated, follow these steps to resolve the issue:
Create a new paternity leave policy using the child's date of birth as the event type.
Add the child's actual date of birth to the employee's profile.
Submit the leave request using the new policy for the correct past dates.
Event based policy based on date of birth, but child doesn't have a date of birth
If the time off policy is based on an event, but the event is Child's date of birth; The child record needs to have a completed date of birth, and that date must be in the past as the request is made.
Frequently asked questions
Can paternity leave be booked starting from the due date of the child?
Yes, paternity leave can be booked starting from the due date. However, you may need to update the leave request later if required. To resolve this, ensure the child's profile includes the correct date of birth. If the policy configuration is incorrect, consider creating a new policy based on the child's date of birth.

