Use case
You can edit an employee's personal allowance for a time-off policy assigned to them. This might be because:
to reflect the allowance based on time off that's been taken but not booked
to exceptionnaly add more days to an employee's time off allowance
⚠️ This edit will not renew with the policy's allowance every year, so if this change is recurring you may need to create a separate policy for them instead.
How to edit an employee's time off allowance
1. Log in to your portal
2. Head to the "Time off" section, and go to the "Policies" section
3. Select the time-off policy you'd like to edit for the employee
4. Find the employee's name within the list of people assigned to the policy, then click on "view/make changes"
5. Click on "Add/remove days"
6. Add or remove the number of days.
Add a description or reason for the time-off allowance edit.
💡Removing days will show up with a minus '-' sign.
7. Click on 'Add days', and you're done 🎉