Leave Management

Set up, customise, and process your time off policies

Julianna Markova avatar Daniels Korens avatar Oliver Cook avatar
73 articles in this collection
Written by Julianna Markova, Daniels Korens, and Oliver Cook
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

Time off allowance and public holidays

How to set up time off policies based on what you want to happen when employees take 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
Daniels Korens avatar
Written by Daniels Korens
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
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Keep in touch days

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

Set up a replacement person

How to set up being able to choose a replacement person when someone makes a time off request.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Time off Policies

Apply restrictions for time off requests

You can apply restrictions for time requests by configuring settings within a time off policy.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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.
Daniels Korens avatar
Written by Daniels Korens
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

How do I book holidays and annual leave?

How to book time off for a holiday, annual leave, etc.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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 over a week ago

How do I record sick leave?

How to add time off for sick leave if an employee or yourself has been off work due to being unwell.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Book time off for myself

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

Edit an employee's time off approver

How to amend who a time off approver is for an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Prepare for holiday year-end

Steps to take before the end of the holiday year.
Oliver Cook avatar
Written by Oliver Cook
Updated this week

Bradford Factor

Details on Bradford Factor, including, how to view the report, and how calculations are affected by your time off policy settings.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Carry over employees' unused annual leave

How to carry over any annual leave not used by employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Edit "carried over" time off for employees

How to edit carry over from previous period.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Time off balance for an employee is not correct?

What to check for in your settings if a time off balance for an employee looks wrong.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

View an employee's time off balance

How to see leave balance of an employee.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Check for unused time off

How you can view available days employees have left to use for their time off policies.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Unable to cancel time off

Why an employee can't cancel their time off and how to allow them to.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Approve or decline time off and cancellations

How to approve time off requests and cancellations or decline time off requests and cancellations.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago
Calendar

Calendar General Settings

How to amend your calendar layout and what appears on it.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Configure what time off information is visible in the Calendar

How the permissions configuration affects the visibility of time off events in the calendar
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Using the calendar

How to use your Sage HR calendar.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create Blackout dates

Establish days that cannot be booked off by employees.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Custom working days

How to set up custom working days.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up public holiday groups

How to create public holiday groups and assign employees to them.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign employees to an existing public holiday group

How to add employees to a public holiday group.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a public holiday group

How to add a new public holiday group.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add a public holiday to calendar

How to add a public holiday (bank holiday) manually to show on the Sage HR calendar.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Import Public Holidays

How to import public holidays into your calendar if you don't want to add them manually.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Assign public holiday groups to a public holiday

How to add public holiday groups to a public holiday retrospectively.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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

How to process His Majesty King Charles III's coronation as a bank holiday in Sage HR (UK only).
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Add King's coronation as a public holiday

How to add Her Majesty King Charles III's coronation as an additional bank holiday in Sage HR.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago