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.
Assign several people at once
- Go to the "Absence module" and click "Settings"
- From this point, select the absence type for which you wish to modify the policy, and then click on the "Policy" you intend to assign individuals to.
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Click "Assigned people" in the tab bar
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Click the button "Assign people" in the top right
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Choose employees
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Pick "Effective date" (when the policy should take effect)
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If you leave this empty, this policy will overwrite all former policies
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- Click "Assign"
Assign one person
- Go the person you want to assign and click on "Absence" in the tab bar
- Click the three dots on the absence type that you want to change and select "Manage policies" from the dropdown menu
- Click "+ Assign to a new policy"
- Choose which policy they should be assigned to
- Pick "Effective date" (when the policy should take effect)
If you leave this empty, this policy will overwrite all former policies. - 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.
- 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.