After creating a few Time Off types, you may realize that you no longer need some of them or need to make changes to existing ones.
If you're wondering how to edit or delete a Time Off type, you're in the right place. This article will explain how to:
How to edit a Time Off type
Summary
Time Off > "Types & Policies" tab > Click the three dots next to the "+ Create Policy" button > Select "Edit Type" > Make changes > Save
- In "Time Off," click on the "Types & Policies" tab.
- Find the Time Off type that you want to edit, and click the three dots next to the "+ Create Policy" button.
- Select "Edit Type" from the dropdown menu
- On the following screen, you'll be able to edit any of the Time off type settings as needed.
- Once you've made all the necessary changes, click "Save."
A few things to keep in mind:
- Any changes saved will take effect immediately.
- Some changes will have an immediate impact on accruals across the system. For example, changing units will immediately change the units used for that Time off type everywhere in Humi.
- The only field that can't be edited is the "Hours Per Day." If you need to update this field, you'll need to create a new Time Off type with the correct "hours per day" and delete this one.
- Changing the "Paid Time Setting" may have more severe implications if you use Humi Payroll for your payroll.
We recommend speaking with your CX rep before changing this toggle if you use us for integrated Payroll with Time Off. If you don't have a CX rep, you can email support@humi.ca to confirm before making any changes.
Delete a Time Off type
Summary
Time Off > "Type & Policies" tab > Click the three dots next to the "+ Create Policy" button > Select "Delete Type" > Delete
- In "Time Off," click on the "Types & Policies" tab.
- Find the Time Off type you want to delete, and click the three dots next to the "+ Create Policy" button.
- Select "Delete Type" from the dropdown menu.
- Confirm you want to delete the Time Off type and press the "Delete" button in the pop-up. This action can't be undone and will delete all data related to this Time Off type.
The Time Off type is deleted, and Humi will remove all data associated with it.
