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Assign a time off policy to a team member

Assign multiple time off policies by opening a team member’s profile, going to the Time Off tab, and selecting Add policy.

Updated over a month ago

You can assign multiple time off policies to a team member. Here's how:

  1. Go to the employee's profile

    1. Go to Payroll and select Team Members.
      (If you're using the unified Team tab) In Team View, go to Team.

    2. Find the team member whose time off balance you want to adjust, then open their profile.

    3. Go to the Time off tab.

  2. Add a new policy

    1. Select ⊕ Add policy.

    2. Select the box next the policy you want to assign to this team member.

    3. Select Add policies.

      Assigning Multiple Time Off Policies

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