Assign people to absence policies

How to assign and manage policies

How to assign people to a 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. 

There are two ways to assign people to a policy:

• Assign several people at once
• Assign one person

Assign several people at once

1. Go to the policy you want to assign people to
2. Click Assigned people in the tab bar
3. Click the button Assign people in the top right
4. Choose employees
5. Pick Effective date (when the policy should take effect)
   If you leave this empty, this policy will overwrite all former policies.
6. Click Assign

Assign one person

1. Go the person you want to assign and click on Absence in the tab bar
2. Click the three dots on the absence type that you want to change and select Manage policies from the dropdown menu.
3. Click + Assign to a new policy
4. Choose which policy they should be assigned to
5. Pick Effective date (when the policy should take effect)
   If you leave this empty, this policy will overwrite all former policies.
6. 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.

Removing an employee from a policy will prevent them from registering absences for the specified absence type until they are assigned a new policy.

If you wish to archive a policy, all employees assigned to it must first be assigned to another one.