Sage HR

Oliver Cook

Julianna

Time off Policies

How to create or amend time off policies in Sage HR 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 or remove employees from a time off policy

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 set up and process Time Off In Lieu (TOIL) for employees in Sage HR.

Set up and process TOIL

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 in Sage HR 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

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

Create and edit time off policies

An overview of the settings available to configure within a time off policy in Sage HR.

Time off policy settings

How to change the date a time off policy resets in Sage HR.

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 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 extra time off in Sage HR based on the employee's length of service.

Enabling length of service allowance

You can let employees attach documents to time off requests and control when attachments become mandatory using policy rules in Sage HR.

Add attachments to time off requests

How to apply a probation period for a time off policy if you use Sage HR's Leave Management module.

Enable a probation period on a time off policy

How to set an allowance for a time off policy in Sage HR that accrues during the year.

Accrue time off allowance throughout the year

How to make a time off policy have a different name to other users in Sage HR.

Give a time off policy an alternative name

How to set up time off policies so that Sage HR automictically assigns new employees to them.

Automatically assign a time off policy to a new employee

An overview and frequently asked questions about reset dates for time off policies in Sage HR.

Time off policy reset dates

Configure the different settings available in a time off policy.

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