Assign a Time Off Policy

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Now that you've set up your Time Off Types and Policies, it's time to ensure your employees are all set up to request their well-deserved time off. 

Each employee can only be assigned one Time Off Policy for each Time Off Type. So, think of it like this – one vacation policy, one sick policy, and so on. 

In this article, we'll go over how you can bulk-assign Time Off policies to several people at once. Let's get into it!

Looking to update a policy for just one employee?

If you're interested in changing an assigned policy for an individual team member, click here to learn how.

 

How to Bulk-Assign Time Off Policies

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Summary

Time Off > Time Off Policies tab > Click the three dots next to the time off policy you want to assign and select Assign > Select employees button > Add the employees you want to assign > Assign > Next > Next > Save

  1. Head over to the Time Off section and click on the Time Off Policies tab.
  2. Locate the Time Off type you're working with, then click on the three dots next to the specific time off policy you want to assign.
  3. Choose Assign from the dropdown menu.
  4. Click the Select Employees button, and a pop-up will appear.
  5. In the pop-up, simply click on the names of the employees you want to assign this Time Off policy to, then hit Assign.
  6. Once you've selected all the employees, click the Next button.
  7. Review the list of employees who will be added to the policy. If everything looks good, click Next.
  8. On the next page, you'll see any employees you've removed from the policy. Select the Accrual End Date for their removal, then click Save.
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And there you have it! You're now ready to bulk-assign employees to a Time Off policy. 

Time to refresh!

You may need to refresh the Time Off Policies page to see the updated changes.

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