Use cases
You may need to assign a holiday policy to an employee or a group of employees:
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Employees who have just joined the business
When a time off policy has just been created
For time off policies that aren't assigned as default (caregiver leave for eg)
For one-off policies created for special events (e.g a company-wide holiday)
Or remove a policy from an employee's profile:
If a policy is being replaced by another one, or
A policy no longer applies
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How to assign a policy
1. Log in to your portal
2. Head to the "Time off" tab, then select "Policies"
3. Click on the policy you'd like to assign or remove.
To assign to one or multiple employees, click on "Add people" then find their name(s).
To remove the policy from one or multiple employees profiles, tick on their name then click on "Remove people".