Sage HR

What to check for in your Sage HR settings if a time off balance for an employee is wrong.

Incorrect time off balance

How you can view available days employees have left to use for their time off policies.

Check for unused time off

How to increase or decrease the balance of a time of policy in Sage HR for an individual employee in the current period.

Change time off balance for an employee  in current period

Guidance to help you work out what to enter if you're changing an employee's time off balance.

Calculating time off balance changes

How to manually add carryover from a previous period in Sage HR.

Edit carried over time off for employees

Sage HR lets you allow employees to carry over unused annual leave into the next holiday period.

Carry over employees' unused annual leave

Use individual allowances in Sage HR to give a specific employee a custom time off allowance that overrides the policy default.

Set individual time off allowances

How to see time off balances your employees for the previous year.

View time off balance for last year

What you need to know about how balances, requests, and restrictions work when dealing with multiple holiday periods in Sage HR.

Understanding time off requests in future holiday years

An overview of how it's possible for an employee to show in Sage HR as taking more time off than their allowance.

Employee has taken more time off than they're entitled to

How to make a time off policy and its balance not appear in the employee's profile in Sage HR.

Hide a time off policy from an employee's profile

Use the time off status report to check for unused days by employees last year.

Check unused days for previous year

Oliver Cook

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Managing what time off employees have used or have available.

Time off balances

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