How do I Assign Time Off Policies to Workers?

You can assign time off policies to your workers when hiring them, updating their employment status, during time off policy setup, or anytime afterwards.

If the individual has already been hired, you can update their policy by following the steps below.

  1. Click the Time Off app.
  2. Select the Balances tab.
  3. Click on the Policy name.
  4. Select their name.
  5. Click on the pencil in the top right corner, to edit.
  6. Select the policy.
  7. Click Save to complete.

If you want to switch someone from one time off policy to another, you can do this in the same location. Select their name and then select the new policy from the list. Note that if the individual has a balance of accrued time off, you may need to preserve this balance when moving them to the new policy.

PTO policies can be assigned to workers during or after policy setup.

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