Sage HR

An introduction to the Leave Management module, available to make managing your employees' time off easier.

Sage HR's Leave Management module

Oliver Cook

Daniels Korens

Julianna Markova

Set up, customise, and process your time off policies

Leave Management

A collection of guides to help you set up Leave Management, including your calendar, time off policies and time off approvers.

Set up Leave Management

How to configure what employees and managers can do with regards to time off.

Set up time off permissions

Keep track of your and employees upcoming dates - Create public holiday groups, import public holidays, and create blackout dates.

Set up calendar

How to create or amend time off policies and assign employees to them.

Set up time off policies

Amend time off entitlement for individual employees.

Set up individual allowances

Set up who you want to approve time off for employees.

Set up time off approvers

Change balances to accurately show current time off already taken by employees.

Enter historical annual leave

How to set up reports that will be sent automatically based on defined rules.

Automated reports for time off

How to set up time off policies based on what you want to happen when employees take time off on public holidays.

Time off allowance and public holidays

Set time off approvers for specific time off policy.

Set up time off approvers for a time off policy

Permissions you can configure for team managers regarding time off for employees in their team(s).

Time off permissions for team managers

Permissions you can configure for employee users and their time off.

Time off permissions for employees

Permissions you can configure for direct managers regarding time off for their employees.

Time off permissions for direct managers

How to change what days count as weekend days for certain employment types.

Override default weekend days

How to allow employees access to see other employee's calendars in Sage HR.

Control whose calendars employees can see

Allow employees to share parental leaves with another person

Sharing Parental Leaves

Add additional vacation days based on how long employees have worked in the company.

Enabling length of service allowance

How to allow adding a document to a time-off requests and how to make these documents mandatory.

File attachments in time-off requests

How to set up automatic email alerts about pending email reminders for time off approvers.

Set up email reminders for pending time off requests

This article explains how to configure a time off policy so that an employee does not accrue allowance during time off of a certain length

Edit a time off policy to stop accruing allowance when taking leave

Employee can return to work while having time off, but without changing their leave allowance

Keep in touch days

How to set up being able to choose a replacement person when someone makes a time off request.

Set up a replacement person

Optional Leave Management settings

You can apply restrictions for time requests by configuring settings within a time off policy.

Apply restrictions for time off requests

How to amend an existing time off policy.

Edit a time off policy

How to assign employees to a time off policy. The same steps apply for removing employees from a time off policy.

Add employees to a time off policy

How to create a time off policy for employees who get designated amount of days off in a calendar period.

Create a non-labour based policy

How to change the date a time off policy resets.

Change a holiday year

How to set up a time off policy so that time off is accrued based on hours or days worked by an employee.

Create a labour-based time off policy

How to create a time off policy where time off is based on one off events, such as e.g. maternity leave.

Create an event based policy

How to make a time of policy base working days and working hours based on a working pattern.

Create time off policy based on working pattern

How to create and configure parental leave time off policies such as maternity, paternity, adoption, or child bereavement.

Add a parental leave time off policy

How to set up and process Time Off In Lieu (TOIL) for employees.

Set up and process TOIL

Increase or decrease the balance of a time of policy for an individual employee in the current period.

Change time off balance for an employee  in current period

How to set up a time off policy to allow employees to accrue time off based on their employment status

Accrue time off based on employment status

How to set up a time off policy to allow employees to accrue time off based on their working pattern.

Accrue time off based on working pattern

Enabling time off accruals for employees based on logged work time

Accrue time off based on time logged in timesheets

How to enable or disable employees having their time off requests automatically approved.

Time off requests automatically approved

Time off Policies

How to book time off for a holiday, annual leave, etc.

How do I book holidays and annual leave?

How to book time off for holidays, sick leave, or other time off policies set up in Sage HR.

Requesting time off

How to add time off for sick leave if an employee or yourself has been off work due to being unwell.

How do I record sick leave?

How to request time off for yourself, such as requesting holidays or adding sick leave.

Book time off for myself

How to request parental leave, such as maternity leave, paternity leave or adoption leave etc.

Request parental leave

If you are an admin or team manager, you can request time off for another employee such as to add annual leave or record sick leave etc.

Record leave for an employee

How to create time off request for more than one employee at the same time.

Book time off for multiple employees

What to do if the time off policy you need to use isn't listed when you book time off.

A time off policy isn't listed when requesting time off

Reasons why you may not have an option to add time off.

No option to request time off

How to view your time off, including checking your time off balance, active time off requests, and who approves your time off

View your time off

Make changes to a time off request

How to cancel time off request and time off that has already been approved.

Cancel time off requests

How to look at your previous and current time off requests.

View your time off history

Taking time off

How to amend who a time off approver is for an employee.

Edit an employee's time off approver

Steps to take before the end of the holiday year.

Prepare for holiday year-end

Details on Bradford Factor, including, how to view the report, and how calculations are affected by your time off policy settings.

Bradford Factor

How to carry over any annual leave not used by employees.

Carry over employees' unused annual leave

How to edit carry over from previous period.

Edit "carried over" time off for employees

Run a report to identify potential misuse of time off.

Potential time off misuse

What to check for in your settings if a time off balance for an employee looks wrong.

Time off balance for an employee is not correct?

View an employee's time off balance

How you can view available days employees have left to use for their time off policies.

Check for unused time off

Why an employee can't cancel their time off and how to allow them to.

Unable to cancel time off

How to approve time off requests and cancellations or decline time off requests and cancellations.

Approve or decline time off and cancellations

Manage time off

How to amend your calendar layout and what appears on it.

Calendar General Settings

How the permissions configuration affects the visibility of time off events in the calendar

Configure what time off information is visible in the Calendar

Using the calendar

Establish days that cannot be booked off by employees.

Create Blackout dates

Custom working days

How to create public holiday groups and assign employees to them.

Set up public holiday groups

How to add employees to a public holiday group.

Assign employees to an existing public holiday group

Create a public holiday group

How to add a public holiday (bank holiday) manually to show on the Sage HR calendar.

Add a public holiday to calendar

How to import public holidays into your calendar if you don't want to add them manually.

Import Public Holidays

How to add public holiday groups to a public holiday retrospectively.

Assign public holiday groups to a public holiday

How to process His Majesty King Charles III's coronation as a bank holiday in Sage HR (UK only).

How to process extra bank holiday for the King's coronation

How to add His Majesty King Charles III's coronation as an additional bank holiday in Sage HR.