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Automatically assign a time off policy to a new employee

How to set up time off policies so that Sage HR automictically assigns new employees to them.

Written by Oliver Cook

When you add a new employee to Sage HR, you can have the system automatically assign them to specific time off policies.

To do this, you need to set the Eligibility of the policy to Everyone. This will assign all current employees to this policy, as well as all future employees you add.

📎NOTE: It isn't possible to automatically assign employees to a policy without assigning it to everyone. If you only want some employees assigned to a policy, you'll have to assign new employees to the policy manually after creating their profile.

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