Sage HR

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

Set up time off policies

Assign or remove employees from time off policies in Sage HR. Control which policies employees can use when requesting leave.

Assign or remove employees from time off policies

Edit a time off policy in Sage HR to update settings.

Edit a time off policy

How to permanently remove a time off policy from Sage HR.

Delete a time off policy

How to process and manage Time Off In Lieu (TOIL) in Sage HR. Add overtime balances to a time off policy manually or automatically via Timesheets settings.

Set up and process TOIL in Sage HR

Create a working pattern‑based time off policy in Sage HR to deduct the correct days or hours for full and part‑day requests.

Create a working pattern‑based time off policy

How to create a time off policy in Sage HR for employees who get a designated number of days off in a calendar period.

Create a non-labour based policy

How to set up a time off policy in Sage HR to accrue time off based on time 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 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

How to create a policy in Sage HR for employees to use to book off their birthday.

Create a birthday time off policy

How to make a time off policy calculate allowance using an employee's employment status in Sage HR.

Create a time off policy based on calendar settings

How to set a time off policy in Sage HR to only track usage.

Create a track usage policy

An overview of the different time off policy types available to use in Sage HR, and what you should use.

Choosing the right Time Off Policy type

How to resolve this error when you create or edit a parental leave time off policy in Sage HR.

ERROR: 'Expiration days must be greater than XX days'

How to create a time off policy in Sage HR for recording sick leave.

Create a time off policy for sickness

Oliver Cook

Julianna

Create and edit time off policies

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