Edit or delete a Time Off "Policy"

After creating a few Time Off policies, you may realize that you no longer need some of them or need to change existing ones.

If you're wondering how to edit or delete a Time Off policy, this article will explain how to:

  • Edit a Time Off "Policy"
  • Delete a Time Off "Policy"

How to edit a Time Off "Policy"

Summary

Time Off > "Types & Policies" tab > Click the three dots on the policy and select "Edit" > Make changes > Save

  1. In "Time Off," click on the "Types & Policies" tab.
  2. Find the Time Off policy you want to edit, click the three dots and select "Edit" from the dropdown menu. Screen_Shot_2022-06-03_at_11.20.11_AM.png
  3. Humi will direct you to the "Edit Time Off Policy" page, where you can make changes to the fields as needed.

Important notes

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

Once you've made all changes, click "Save." The changes will automatically be applied. 

Delete a Time Off "Policy"

  1. In "Time Off," click on the "Types & Policies" tab.
  2. Find the Time Off policy you want to delete, click the three dots and select "Delete" from the dropdown menu. Screen_Shot_2022-06-03_at_11.20.11_AM.png
  3. Next, you'll see a warning asking you to confirm that you want to delete the policy. When you're sure, click the "Delete" button, and the policy will be permanently deleted. Screen_Shot_2022-06-03_at_12.04.44_PM.png

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 type until they are put on a different Time Off "policy" under this "type."
  • The employees will no longer see any balance for this type, requests, or transactions.
  • However, when assigned to another policy under this type, all these things will reappear.

You're now ready to edit or delete Time Off policies whenever you need to. Keep reading to learn how to take advantage of Humi's powerful Time Off module in the articles below. 

  Discover more about Time Off

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