If you use the Leave Management module, you can set an individual allowance for an employee.
An individual allowance replaces the default allowance in a time off policy for that employee only.
For example, if a policy gives 20 days, you can give one employee 25 days
Why use individual allowances?
You can use individual allowances to:
Support contractual differences, such as senior roles with extra leave
Apply special or negotiated agreements
Handle exceptions without creating multiple policies
Before you start
When changes take effect
Changes apply immediately. To apply changes only in a future holiday period, update the allowance after the policy reset date.
Editing balances
Don’t use individual allowances to correct leave already taken this year.
Use Change balance to adjust the current year only.
Labour‑based policies
Avoid using individual allowances with labour‑based policies. They stop dynamic calculations and permanently fix allowances for that policy.
Set an individual allowance
📎NOTE: Individual allowances aren’t available in Sage HR Essentials or Basic HR.
Select your name in the top‑right corner.
Select Settings.
Select Time off, then Individual allowances.
Select the time off policy.
Find the employee.
Enter the new allowance value.
Scroll down and select Save.
Sage HR now uses this allowance for the employee in all future periods.
For example, changing an allowance from 196 to 245 keeps it at 245 after every reset.