How to assign a Time Off Policy?

Follow these steps if you want to assign a Time Off Policy manually.

    If your time off policies don't have auto-assignment, then you will need to assign them manually.

    Please note that having a policy assigned is the main condition for having correct accruals.

    To assign a specific policy manually, follow these steps:

    1. Go to the Time off app.
    2. Click on the Policies tab.
    3. Find the employees you want to assign the policy to or search by a specific time off type to narrow down your search.
    4. Toggle everybody who is applicable.
    5. Click on Actions and ''Assign Policy''.
    6. Choose the appropriate policy related to that specific time off type.
    7. Click ''Assign''.