Sage HR

Oliver Cook

Daniels Korens

Julianna Markova

Time off Policies

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

Set up time off policies

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 amend an existing time off policy.

Edit a time off policy

How to permanently remove a time off policy.

Delete a time off policy

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

Set up and process TOIL

How to make a time off policy calculate allowance using an employee's working pattern.

Create time off policy based on working pattern

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 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

Enabling time off accruals for employees based on logged work time

Accrue time off based on time logged in timesheets

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

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

Create a parental leave 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

Create and edit time off policies

An overview of the settings available to configure in

Time off policy settings

How to change the date a time off policy resets.

Change a holiday year

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

Set up a replacement person

Control whether there is a specific time off policy that you don't want an employee to select themselves when they request time off.

Hide a time off policy as an option for employees

How to mark time off as paid leave, which will have this label when sent across to Sage 50 Payroll UK.

Mark time off policy as 'paid leave' - Sage 50 Payroll UK integration

How to configure a time off policy so that an employee doesn't accrue allowance during time off from another policy.

Stop accruing allowance  from a time off policy when taking leave

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 apply a probation period for a time off policy.

Enable a probation period on a time off policy

Configure the different settings available in a time off policy.

Visit Sage HR website

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