Leave Management

Set up, customise, and process your time off policies

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29 articles in this collection
Written by Kaspars Upmanis, Julianna Markova, Daniels Korens and 2 others

Leave Management - the basics

About Leave Management

Written by Oliver Cook
Updated over a week ago

Set up Leave Management

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

Keep track of your employees' time off by creating and editing time off policies for them.

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

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

Set up specific approvers for a selected time off policy

Override default time off approvers for specific time off policy

Written by Kaspars Upmanis
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

Parental leave

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

Written by Luis Garcia
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

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

Override default working days for specific working patterns

Define which days are used as "working days" for part-time or contract workers.

Written by Kaspars Upmanis
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

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

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

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

Calendar

Using the calendar

A guide to using your Sage HR calendar.

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

Time off Policies

Set up and process Time Owed In Lieu (TOIL)

How to set up and process TOIL for employees.

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.

Written by Oliver Cook
Updated over a week ago

Edit "carried over" time off for employees

How to edit carryover days/hours from previous period.

Written by Kaspars Upmanis
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

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

Taking time off

Request time off for yourself or other employees

How to request time off in Sage HR such as holidays or sick leave.

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