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Add employees to a time off policy

How to assign employees to a time off policy. The same steps apply for removing employees from a time off policy.

Oliver Cook avatar
Written by Oliver Cook
Updated over a year ago

If you want a time off policy available to an employee, you assign them to that time off policy. If you no longer want a time off policy available to an employee, you remove them from that time off policy.

Once you have created a time off policy, you can assign (or unassign) employees to that policy at any time.

📎NOTE: An employee can't request time off until they are assigned to at least one time off policy. When they request time off, only time off policies they are assigned show.

  1. Click your name on the top right, then click Settings.

  2. On the settings menu click Time off, then click Policies.

  3. On the relevant time off policy, click on the Eligibility button.

  4. Select the employee(s) you want to assign to this policy. To remove employees from the policy de-select them.


    📌TIP: You can search for an employee or filter down who you want to show.


  5. When you're done, click Save.

This time off policy is now available for this employee.




Queries this guide answers

  • Assign employee to new time off policy

  • Change an employee's time off policy

  • Add employee to new time off policy

  • Remove employee from time off policy

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