How to Change an Assigned Policy for an Employee

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Sometimes, you might need to tweak an employee's assigned Time Off policy – maybe they've hit a milestone with the company and deserve an extra week of vacation time! 🎉

The good news is that making this change is a breeze. Just head over to the employee's profile, and you can easily update their assigned policy in just a few clicks.

Looking to add a Time Off policy to many employees in bulk? 

Adding multiple employees to a Time Off policy can be done in a few clicks! Discover how to effortlessly bulk assign a Time Off policy here. 


How to Change an Assigned Policy for an Employee


People> Select employee to go to their employee profile > Time off tab > Select three dots on the Time Off type > Change Policy > Select effective date and new policy type > Save

  1. Head to the People section and either type the employee's name in the search bar or scroll through the list to find them. Once located, click on their name to access their employee profile.
  2. Next, navigate to the Time Off tab within their profile.
  3. Locate the Time Off type you want to adjust, then click on the three dots next to it. From the dropdown menu, select Change Policy.Screen_Shot_2022-06-02_at_4.25.05_PM.png
  4. On the calendar, choose the effective date for the new policy to take effect.
  5. Lastly, select the new policy from the dropdown menu in the Policy Name field and hit Save.


That's it! The new policy is now assigned to the employee and will kick in on the date you've specified. You'll notice the updated transactions reflected in the Transactions Log below on the Employee profile once you refresh the page.

If you need to fine-tune the employee's balance after the new policy is assigned, you can make an adjustment. Keep in mind that while all accruals after the effective date will be overwritten, requests, adjustments, and previous accruals won't be affected.

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