Go to Sage HR
Deutsch
English
Español
Français
All Collections
Leave Management
Leave Management
Set up, customise, and process your time off policies
+1
54 articles in this collection
Written by
Julianna Markova,
Daniels Korens,
Oliver Cook
and 1 other
Leave Management - the basics
About Leave Management
Written by
Oliver Cook
Updated over a week ago
Set up Leave Management
Set up Leave Management
A collection of guides to help you set up Leave Management, including your calendar, time off policies and time off approvers.
Written by
Oliver Cook
Updated over a week ago
Set up time off permissions
How to configure what employees and managers can do with regards to time off.
Written by
Oliver Cook
Updated over a week ago
Set up calendar
Keep track of your and employees upcoming dates - Create public holiday groups, import public holidays, and create blackout dates.
Written by
Oliver Cook
Updated over a week ago
Set up time off policies
How to create or amend time off policies and assign employees to them.
Written by
Oliver Cook
Updated over a week ago
Set up individual allowances
Amend time off entitlement for individual employees.
Written by
Oliver Cook
Updated over a week ago
Set up time off approvers
Allow who you want access to approve time off for employees.
Written by
Oliver Cook
Updated over a week ago
Enter historical annual leave
Change balances to accurately show current time off already taken by employees.
Written by
Oliver Cook
Updated over a week ago
Optional Leave Management settings
Set up time off approvers for a time off policy
Set time off approvers for specific time off policy.
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).
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.
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.
Written by
Oliver Cook
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.
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.
Written by
Oliver Cook
Updated over a week ago
Sharing Parental Leaves
Allow employees to share parental leaves with another person
Written by
Luis Garcia
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.
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.
Written by
Daniels Korens
Updated over a week ago
Enabling "Years of service" allowance
Add additional vacation days based on how long employees have worked in the company.
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.
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.
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
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
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.
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.
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.
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.
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.
Written by
Luis Garcia
Updated over a week ago
Carry over employees' unused annual leave
How to carry over any annual leave not used by employees.
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.
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.
Written by
Oliver Cook
Updated over a week ago
Set up and process TOIL
How to set up and process Time Off In Lieu (TOIL) for employees.
Written by
Oliver Cook
Updated over a week ago
Edit "carried over" time off for employees
How to edit carry over from previous period.
Written by
Daniels Korens
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.
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
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.
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
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.
Written by
Oliver Cook
Updated over a week ago
Time off requests automatically approved
How to enable or disable employees having their time off requests automatically approved.
Written by
Oliver Cook
Updated over a week ago
Taking time off
Book time off for myself
How to book time off yourself, such as holidays or sick leave.
Written by
Oliver Cook
Updated this week
Book time off for an employee
If you are an admin or team manager, you can request time off for another employee such as holidays or sick leave etc.
Written by
Oliver Cook
Updated this week
Book time off for multiple employees
How to create time off request for more than one employee at the same time.
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
Written by
Oliver Cook
Updated over a week ago
Make changes to a time off request
How to edit your own time off requests.
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.
Written by
Oliver Cook
Updated over a week ago
Approve or decline time off and cancellations.
How to approve or decline time off requests.
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.
Written by
Oliver Cook
Updated over a week ago
Calendar
Calendar General Settings
How to amend your calendar layout and what appears on it.
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
Written by
Luis Garcia
Updated over a week ago
Using the calendar
How to use your Sage HR calendar.
Written by
Oliver Cook
Updated over a week ago
Public holiday groups
How to create public holiday groups and assign employees to them.
Written by
Oliver Cook
Updated over a week ago
Add a public holiday
How to add a public holiday manually to show on the Sage HR calendar.
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.
Written by
Oliver Cook
Updated over a week ago
Create Blackout dates
Establish days that cannot be booked off by employees.
Written by
Oliver Cook
Updated over a week ago
Custom working days
How to set up custom working days.
Written by
Oliver Cook
Updated over a week ago