Once you've set up a few Time Off policies, you might realize that some need a little tweaking or that others aren't needed anymore. This is very common and it's all part of the process!
By regularly reviewing and refining your Time Off policies, you can ensure they align with your evolving needs and provide the best support for your team.
In this article, we'll walk you through how to easily edit or delete Time Off policies, so you can keep everything running smoothly. Let's dive in!
How to Edit a Time Off Policy
Summary
Time Off > Time Off Policies tab > Find the policy you want to edit > Click the three dots on the policy and select "Edit" > Make changes > Save
- Head to the Time Off and click on the Time Off Policies tab.
- Find the Time Off policy you want to update, then click the three dots next to it.
- Select Edit from the dropdown menu.
- Humi will whisk you away to the Edit Time Off Policy page, where you can make all the adjustments you need.
- Once you've worked your magic and made all the changes you want, just hit Save, and voilà! Your updates will be automatically applied.
Before making changes
Before making any edits, please note that changing some fields could have significant consequences on accruals in the future.
Any changes made to these fields will affect accruals in the future:
- Accrual amount per year
- Accrual schedule (frequency, date, etc.)
- Seniority increases
- Proration setting
- Year-end cap
- Max balance cap
Delete a Time Off Policy
- Head to the Time Off and click on the Time Off Policies tab.
- Find the Time Off policy you want to update, then click the three dots next to it.
- Select Delete from the dropdown menu.
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Next, you'll see a warning asking you to confirm that you want to delete the policy. Once you're absolutely certain, just click the Delete button and poof! The policy will be gone for good.
Remember, deleting a policy is a permanent action, so make sure you're sure before you take the plunge!
Important notes when deleting a Time Off policy
- This will immediately un-assign all employees from this policy, effective immediately.
- The employees will no longer be able to request time off against this Time Off type until they are assigned a different Time Off policy under this type.
- Employees will no longer see any balance for this type, requests, or transactions. However, when assigned to another policy under this type, all of these things will reappear.
Congratulations! You're now fully equipped to edit or delete Time Off policies whenever the need arises. With these simple steps, you have the power to keep your Time Off policies aligned with your team's evolving needs.