Go to Sage HR

Once you have created a time off policy, you can assign or unassign employees to that policy at any time.

📎NOTE: An employee can't request time off until they are assigned to at least one time off policy. When they request time off, only time off policies they are assigned show.

We'll show you how to assign or unassign an employee to time off policies in the steps below.

  1. Click your name on the top right, then click Settings.

  2. On the settings menu click Time off, then click Policies.

  3. On the relevant time off policy, click on the Eligibility button.

  4. Select the employee(s) you want to assign to this policy. To remove employees from the policy de-select them.

    📌TIP: You can search for an employee or filter down who you want to show.

  5. Once sorted, click Save.

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