Copy a Time Off policy

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We know creating new Time Off policies can eat up precious time, so here's a handy tip: instead of starting from scratch every time, you can simply copy an existing policy and tweak the settings as needed. It's a real time-saver!

Copy a Time Off policy

Ready to streamline your Time Off policy creation process? Follow these simple steps:

  1. Head over to the Time Off section and click on the Time Off Policies tab.
  2. Find the policy you want to duplicate, then click on the three dots next to it.
  3. From the dropdown menu, select Copy.

    Screenshot 2024-02-23 at 10.37.00 AM.png
  4. Voila! Humi will create a duplicate of the policy for you, without carrying over any employees or transactions linked to it.
  5. Now, to customize the copied policy to fit your needs, click on the three dots again and select Edit from the dropdown menu.
    Reminder: All policy settings are the same as the original policy you copied. 

    Screenshot 2024-02-23 at 10.55.22 AM.png
  6. Once you've fine-tuned your policy to perfection, it's time to get your team on board!
    Click the three dots next to your newly created policy and select Assign from the dropdown menu to select the employees you want to be assigned to this newly created policy. 

And just like that, you've set up a new Time Off policy and your employees will be all set with the updated policy. Easy, right?

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