Assign people to absence policies

Table of Contents

• Absence policy

• Assign employees to policies

  • After created a new policy

  • Through the "Absence module"

  • Employees profile
    

• Effect of changing or removing absence policy for employees

• Edit policy period

 

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Absence policy

After creating your Policies, the next step is to assign your employees to them. Employees can only be assigned to one policy for each absence type. For example, one vacation policy, one sick leave policy, etc. 

You can add employees to policies

• Right away after you have created a policy
• Through the "Absence module", within the policy settings
• Employees profile card, under the "Absence tab"

 

 

Assign employees to policies after created a new policy

Assign employees to a policy immediately after it has been created

1. Follow these steps to create a policy
2. Click "Save" and the policy is now created
3. Navigate to the "Assigned people tab" 
4. Click "Assign people"
5. Select the users you want to add to the policy
6. Click "Pick x people"

 

 

 

Assign employees to policies through the "Absence module"

Assign employees to a policy through the "Absence module"

1. Go to the "Absence module"
2. Navigate to the "Settings tab"
3. Scroll down and select the absence type for which you want to edit the policy
4. Click "Manage" on the row corresponding to the policy
5. A new window will open
6. Click "Assign people"
7. Select the users you want to add to the policy
8. Click "Pick x people"

 

 

 

Add employees to policies through their profile  

Assign employees to a policy from their profile by

1. Go to the "People module"
2. Click on the user in the list 
3. Navigate to the "Absence tab"
4. Click the"three dots" next to the absence type you want to assign policy to
5. "Manage policies" 
6. Click "+ Assign to a new policy"
7. Choose which policy they should be assigned to
8. Pick "Effective date" (when the policy should take effect)
   1. If you leave this empty, this policy will overwrite all former policies.
9. Click "Assign to policy"
   

 

 

Effect of changing or removing absence policy for employees

Assigning a new policy to an employee will take effect from the effective date. If the new policy has a different time period than the current one, any accrued days will be removed.

• An employee can only be a member of one policy, within the same absence type. 
• Removing an employee from a historical policy will prevent them from registering absences for the specified absence type until they are assigned a new policy.
• Removing someone from a policy, when they have registered absence in that policy, isn’t possible.
• If you wish to archive a policy, all employees assigned to it must first be assigned to another one.
• If you need to update the policies, nothing will be lost as long as the absence its registered. Absence that is approved and registered from the effective date onwards will be assigned to the chosen policy.

 

 

Edit policy period

You can always edit a policy period for an employee

1. Go to the "People module"
2. Click on the user in the list 
3. Navigate to the "Absence tab"
4. Click the"three dots" next to the absence type you want to assign policy to
5. "Manage policies"
6. Click the "three dots" next to the policy you wish to edit the period for
7. "Edit policy period"
8. Set new "Effective and End date"
9. Click "Save"