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Add employees to a time off policy

Assign employees to PTO policies in Admin View by searching, filtering, and selecting them.

Updated over a month ago
  1. Go to Admin View and open Time Off Policies.

  2. Find the policy you want to update, select the three-dot menu •••, and select Manage employee time off.

    Managing Time Off Policies

  3. Select Add employees.

    Adding Employees to a Time Off Policy

  4. In the Employees selection window, use the search bar or filters (e.g., location, job title, employee type, exemption status) to find employees. Then, select the employees you want to assign to this policy.
    Note: If any of the employees you select already have this policy, a yellow warning banner (⚠️) will appear at the top of the screen. This means their existing policy will be replaced. You'll also see a small ⚠️ icon next to affected employees so you can review them before making changes.


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