If you want a time off policy available to an employee, you assign them to that time off policy. If you no longer want a time off policy available to an employee, you remove them from that time off policy.
Once you have created a time off policy, you can assign (or unassign) employees to that policy at any time.
📎NOTE: An employee can't request time off until they are assigned to at least one time off policy. When they request time off, only time off policies they are assigned show.
Click your name on the top right, then click Settings.
On the settings menu click Time off, then click Policies.
On the relevant time off policy, click on the Eligibility button.
Select the employees you want to assign to this policy.
Deselect employees to remove employees from the policy.
📌TIP: You can search for an employee or click the cogs to filter who you see.
When you're done, click Save.
If you selected employees, this time off policy is now available for them when requesting time off, and a balance for it will appear within their profile.
If you deselected employees, the policy will no longer be available in time off requests, and will not appear as a balance. Historic time off requests made under the policy will still appear in time off history.
Return to Set up Leave Management
Queries this guide answers
Queries this guide answers
Assign employee to new time off policy
Change an employee's time off policy
Add employee to new time off policy
Remove employee from time off policy