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Assign or remove employees from time off policies

Assign or remove employees from time off policies in Sage HR. Control which policies employees can use when requesting leave.

Written by Oliver Cook

Assign employees to a time off policy to make it available for them. Remove employees to stop them using that policy.

Employees must have at least one assigned policy before they can request time off.


Assign or remove employees

  1. Click your name in the top right.

  2. Click Settings.

  3. Click Time off, then click Policies.

  4. Select the relevant time off policy.

  5. Click Eligibility.

    📌TIP: Use search or filters in the eligibility list to find employees quickly

  6. Select employees to assign them to the policy.

  7. Deselect employees to remove them from the policy.

  8. Click Save.


What happens next

  • Assigned employees can select the policy when they request time off

  • The policy appears as a balance on their profile

  • Removed employees can’t select the policy for new requests

  • Past requests remain visible in time off history



Queries this guide answers

  • Assign employee to new time off policy

  • Change an employee's time off policy

  • Add employee to new time off policy

  • Remove employee from time off policy

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