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Approve or decline time off requests

Approve or decline time off requests and cancellations in Sage HR using the dashboard, calendar, or reports.

When an employee submits a time off request, a time off approver must review it unless an admin enables automatic approval.

You can approve or decline requests only if an admin sets you as a time off approver.

📎NOTE: Sage HR lets admins choose whether time off approvals happen automatically.

There are a few different ways to do this in the Sage HR web portal.


Where you can approve or decline requests

You can action time off requests in several places in the Sage HR web portal.

My tasks tab on the dashboard

Use this option if you’re an admin or a time off approver.

  1. Select Dashboard.

  2. Find the My tasks section.

  3. Select Approve or Decline next to the request.

  4. Select Notify via email to add an optional message.

  5. Select Approve or Decline.

Upcoming time off tab on the dashboard

Use this option if you’re an admin or a time off approver.

  1. Select Dashboard.

  2. Open Upcoming time off.

  3. Select History.

  4. Filter by employee if needed.

  5. Select a request marked Awaiting approval.

  6. Select Approve or Decline.

  7. Add an optional email message.

  8. Select Approve or Decline.

Calendar

Use this option if you’re an admin or a time off approver.

  1. Select Calendar.

  2. Find the employee.

  3. Select the faded request marked Awaiting approval.

  4. Select Approve or Decline.

  5. Add an optional email message.

  6. Select Approve or Decline.

Awaiting approval report

Only admins can use this option.

  1. Select Reports.

  2. Select Time off, then Awaiting approval.

  3. Open the relevant tab:

    • Awaiting approval

    • Awaiting re‑submission approval

    • Awaiting replacement approval

  4. Select Approve or Decline next to the request.

📌TIP: You can also approve or decline time off in the Sage HR mobile app.


What happens to the balance when you decline a request

If Sage HR has already approved the request, it restores the employee’s leave balance automatically.

If Sage HR never approved the request, the balance doesn’t change.

Cancelling a pending request never affects the leave balance.

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