Leave Management

Set up, customise, and process your time off policies

Julianna Markova avatar Daniels Korens avatar Oliver Cook avatar +1
61 articles in this collection
Written by Julianna Markova, Daniels Korens, Oliver Cook and 1 other
Optional Leave Management settings

Automated reports for time off

How to set up reports that will be sent automatically based on defined rules.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Recording time off for public holidays

How to set up time off policies regarding employees taking time off on public holidays.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up time off approvers for a time off policy

Set time off approvers for specific time off policy.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Time off permissions for team managers

Permissions you can configure for team managers regarding time off for employees in their team(s).
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Time off permissions for employees

Permissions you can configure for employee users and their time off.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Time off permissions for direct managers

Permissions you can configure for direct managers regarding time off for their employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Override default weekend days

How to change what days count as weekend days for certain employment types.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Control whose calendars employees can see

How to allow employees access to see other employee's calendars in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Sharing Parental Leaves

Allow employees to share parental leaves with another person
Luis Garcia avatar
Written by Luis Garcia
Updated over a week ago

Enabling length of service allowance

Add additional vacation days based on how long employees have worked in the company.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

File attachments in time-off requests

How to allow adding a document to a time-off requests and how to make these documents mandatory.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Set up email reminders for pending time off requests

How to set up automatic email alerts about pending email reminders for time off approvers.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

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

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
Luis Garcia avatar
Written by Luis Garcia
Updated over a week ago

Keep in touch days

Employee can return to work while having time off, but without changing their leave allowance
Luis Garcia avatar
Written by Luis Garcia
Updated over a week ago
Time off Policies

Edit a time off policy

How to amend an existing time off policy.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add employees to 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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a non-labour based policy

How to create a time off policy for employees who get designated amount of days off in a calendar period.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a labour based time off policy

How to set up a time off policy so that time off is accrued based on hours or days worked by an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create an event based policy

How to create a time off policy where time off is based on one off events, such as e.g. maternity leave.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create time off policy based on working pattern

How to make a time of policy base working days and working hours based on a working pattern.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a parental leave time off policy

How to create and configure parental leave time off policies such as maternity, paternity, adoption, or child bereavement.
Luis Garcia avatar
Written by Luis Garcia
Updated over a week ago

Set up and process TOIL

How to set up and process Time Off In Lieu (TOIL) for employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Change time off balance for an employee in current period

Increase or decrease the balance of a time of policy for an individual employee in the current period.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 employment status
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Accrue time off based on working pattern

How to set up a time off policy to allow employees to accrue time off based on their working pattern.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Accrue time off based on time logged in timesheets

Enabling time off accruals for employees based on logged work time
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Time off requests automatically approved

How to enable or disable employees having their time off requests automatically approved.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Taking time off

Requesting time off

How to book time off for holidays, sick leave, or other time off policies set up in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Book time off for myself

How to request time off for yourself, such as booking days off for holidays.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Request parental leave

How to request parental leave, such as maternity leave, paternity leave or adoption leave etc.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Record leave for an employee

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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Book time off for multiple employees

How to create time off request for more than one employee at the same time.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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

What to do if the time off policy you need to use isn't listed when you book time off.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

No option to request time off

Reasons why you may not have an option to add time off.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View your time off

How to view your time off, including checking your time off balance, active time off requests, and who approves your time off
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Make changes to a time off request

How to edit your own time off requests.
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

Cancel time off requests

How to cancel time off request and time off that has already been approved.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View your time off history

How to look at your previous and current time off requests.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago