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How do I assign a leave policy to a user? ​

Leave policies determine how much leave employees get and the rules for taking it. You can assign policies to individual users or groups.

Method 1: Assign during user creation ​

  1. Go to People → Add Employee
  2. Complete basic information
  3. In Job Information section
    • Find Leave Policy dropdown
    • Select the appropriate policy
  4. Complete remaining steps and save

Method 2: Assign to existing user ​

  1. Go to People → Employees

    • Find the user you want to update
    • Click on their name to open profile

  2. Edit job information

    • Click Edit in the Job Information section
    • Or click the ⋮ menu → Edit

  3. Update leave policy

    • Find Leave Policy field
    • Select the new policy from dropdown
    • Review effective date if applicable

  4. Save changes

    • Click Save
    • Policy assignment is updated

Method 3: Bulk assignment ​

  1. Go to People → Employees
  2. Select multiple users
    • Use checkboxes to select users
  3. Bulk actions
    • Click Bulk Actions or ⋮ menu
    • Select Change Leave Policy
  4. Select policy and confirm
    • Choose the policy to assign
    • Confirm the change

Policy assignment hierarchy ​

Policies are assigned in this order of priority:

  1. Individual assignment (highest priority)
  2. Department policy
  3. Location policy (lowest priority)

Tips ​

  • Assign policies that match employee employment type
  • Review policy assignments when employees change roles
  • Consider pro-rating for mid-year policy changes
  • Test policy changes with a small group first